Manage tasks using the List view

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  • Updated February 1, 2024
  • 4 minutes to read
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    Summary of Manage tasks using the List view

    This guide helps MSI Managers track and manage tasks associated with major security incidents through the List view. It provides detailed steps for creating, viewing, modifying, and deleting tasks efficiently within the Major Security Incident Management workspace.

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    Key Features

    • Task Management: The List view displays key task details such as task number, priority, current state, and assigned personnel, allowing quick tracking and management.
    • Create Tasks: Managers can create new tasks by navigating through specific menus and filling out a form with fields including Title, Due Date, Description, Priority, State, Assignment Group, Affected Assets, and Affected Users.
    • Modify Tasks: Existing tasks can be viewed and edited by accessing the Task Info section where details can be updated, and additional activity notes can be added.
    • Delete Tasks: Tasks can be deleted with confirmation through the List view to maintain organized task management.

    Key Outcomes

    ServiceNow customers can expect streamlined management of tasks related to major security incidents, enhancing response efficiency. By utilizing the List view, users can ensure that all necessary tasks are tracked, updated, and managed effectively, ultimately improving incident resolution times and accountability within teams.

    Track and manage all the tasks associated with a major security incident using the List view.

    The List view displays the details of all the tasks associated with the major security incident like Task number, priority, current state, assigned to, assigned group. Using these list categories and filters, you can quickly find and track the required tasks that you need to work on in a major security incident.

    Create a task using the List view

    Role required: sn_msi.workspace_manager.

    MSI Managers can create a task in the List view using the following steps:
    1. Navigate to Workspaces > Major Security Incident Management > Major Security Incidents.
    2. Select the Lists view.
    3. Choose the required major security incident record.
    4. Select the Tasks tab.
      Figure 1. Create a task using the List view
      Create a task using the List view
    5. Select List view, and choose New task.
    6. On the form, fill in the fields.
      Field Description
      Number A unique number that is automatically generated for the selected task. This field isn’t editable.
      Incident Major security incident number. This field isn’t editable.
      Title Provide a name for the task.
      Due date Select a due date and time for the task to be completed. Select a date using the Calendar option and specify the time on the Select Time section.
      Description Provide a unique description for the task.
      Priority Select the priority of the task to determine when the task is performed. The priority can be one of the following values:
      • None
      • 1-Critical
      • 2 - High
      • 3 - Moderate
      • 4 - Low
      • 5- Planning
      State Select the current state of the task. The state can be one of the following:
      • Draft
      • Analysis
      • In Progress
      • Closed

      The default state is Draft.
      Assignment group Select an assignment group of the user to assign the task using the search option.
      Assigned to Select the user to assign the task using the search option.
      Affected assets Select the affected assets by the task using the search option.
      Affected users Select the affected users by the task using the search option.
    7. Select Create to create the task.

    View and modify a task using the List view

    Role required: sn_msi.workspace_manager.

    MSI Managers can view the details of a task and activity information from the MSI Responders, and modify a task in the List view using the following steps
    1. Navigate to Workspaces > Major Security Incident Management > Major Security Incidents.
    2. Select the Lists view.
    3. Choose the required major security incident record.
    4. Select the Tasks tab, and choose List view.
    5. Choose the desired Task on the list view to view the details of the task.
    6. On the Task Info section, you can modify the following details:
      Field Description
      Number A unique number that is automatically generated for the selected task. This field isn’t editable.
      Incident Major security incident number. This field isn’t editable.
      Title Provide a name for the task.
      Due date Select a due date and time for the task to be completed. Select a date using the Calendar option and specify the time on the Select Time section.
      Description Provide a unique description for the task.
      Priority Select the priority of the task to determine when the task is performed. The priority can be one of the following values:
      • None
      • 1-Critical
      • 2 - High
      • 3 - Moderate
      • 4 - Low
      • 5- Planning
      State Select the current state of the task. The state can be one of the following:
      • Draft
      • Analysis
      • In Progress
      • Closed

      The default state is Draft.
      Assignment group Select an assignment group of the user to assign the task using the search option.
      Assigned to Select the user to assign the task using the search option.
      Affected assets Select the affected assets by the task using the search option.
      Affected users Select the affected users by the task using the search option.
    7. Select the Activity section to view the activity details from the MSI Responders.

      Use the Activity section to add your work notes and comments, and post your activity privately and also add additional comments as required using the Compose section. Save the activity after you post your work notes and comments to view the added activity or worknotes in the Activity section.

      Figure 2. Activity section on the List view
      Activity section on the List view
      Note:
      Select the Show more details link to view the details of a specific security incident record, which is associated with that major security incident.
    8. Select Save to update the task information.

      The task information gets updated instantly.

    9. You can also perform the following actions on the List view:
      1. Select the Refresh icon to refresh the list of tasks on the List view.
      2. Select the Settings icon, and use the Edit columns option to modify the list of columns that appear on the List view. Use the Reset widths option to reset the widths of the columns.

    Delete a task using the List view

    Role required: sn_msi.workspace_manager.

    MSI Manager can delete a task in the List view using following steps:
    1. Navigate to Workspaces > Major Security Incident Management > Major Security Incidents.
    2. Select the Lists view.
    3. Choose the required major security incident record.
    4. Select the Tasks tab.
    5. Select List view.
    6. Choose a Task that you want to delete from the list.
    7. In the Major security incident task pop-up, select the Delete option.

      The Delete task pop-up appears requesting you to confirm the deletion of the task.

    8. Select Delete.