Manage tasks using the Visual Task Board

Track and manage all the tasks associated with a major security incident using the Visual Task Board (Kanban view).

You can use the Visual Task Board to move the cards in a step-by-step manner between lanes like Draft, Assigned or Ready, In progress, and Closed depending on the status of the tasks. An activity stream on the board displays recent activity to track task changes easily. You can add task cards from any table that extends Task to quickly track updates and edit major security incidents directly from the board.

Create a task using the Visual Task Board

Role required: sn_msi.workspace_manager.

Note:

Make sure you have installed the MSIM VTB Task Card: 1.0.1v app separately after installing the MSIM app.

MSI Managers can create a task in the Visual Task Board 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 Visual Task Board

   

5. Select Kanban 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 Visual Task Board

Role required: sn_msi.workspace_manager.

Note:

Make sure you have installed the MSIM VTB Task Card: 1.0.1v app separately after installing the MSIM app.

MSI Managers can view the details of a task and activity information from the MSI Responders, and modify a task in the Visual Task Board 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 Kanban view.
5. Choose the desired Task card in one of the lanes to view the details of the task.

   The Task card can be in one of the lanes: Draft, Assigned or Ready, In progress, or Closed.

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 Visual Task board

   

   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.

Delete a task using the Visual Task Board

Role required: sn_msi.workspace_manager.

Note:

Make sure you have installed the MSIM VTB Task Card: 1.0.1v app separately after installing the MSIM app.

MSI Manager can delete a task in the Visual Task Board 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, and choose Kanban view
5. Choose the Task card that you want to delete.
6. 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.

7. Select Delete.

Related concepts

• Manage tasks using the List view