Incident Tasks let you assign and track tasks directly from Slack and Microsoft Teams. Teams can create tasks ad hoc as an incident evolves, or predefine tasks through Incident Workflows.

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Availability

Incident Tasks are included with the Enterprise Incident Management package. Contact the Sales Team to upgrade.

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Required User Permissions

Incident Tasks permissions match the permissions of the associated incident. You can assign tasks to users added as a Responder or assigned to the incident.

Users with a Responder role or higher can create and update Incident Tasks.

Create Incident Tasks

There are two ways to create Incident Tasks:

• Create an Ad-Hoc Task in Slack or Microsoft Teams
• Create a Task in Incident Workflows

Create an Ad-Hoc Task in Slack or Microsoft Teams

Ad-hoc tasks allow responders to capture and assign work while responding to an incident.

Create a Task in Incident Workflows

Predefined tasks in Incident Workflows add structure to response processes and capture the steps required for specific incident types. For example, you can add a task to ensure an incident's priority is set.

1. Navigate to Automation Incident Workflows.
2. Select an existing workflow, or click New Workflow, enter the required information, and click Create.
3. In the Actions section, click Add Action.
4. Type Create a Task and select the action.
5. Enter a Task name and optionally update the Status, Assignee, and Details.

6. Click Add Action.
7. Click Save.
8. Click Publish Changes to commit the changes.

Additional Incident Task Actions

In addition to creating tasks, Incident Workflows can automate other task properties. The following actions are available when configuring an Incident Workflow:

• Update Task Assignee
• Update Task Details
• Update Task Name
• Update Task Status

To update an Incident Task, enter its Task ID. Refer to Action-Specific Field References for more information about retrieving a value from an Incident Workflow action.

Using Incident Tasks

After creating an Incident Task, you can view, edit, and update tasks in Slack:

1. On the incident card, click the More actions dropdown and select View Tasks.
2. Use the Filter by dropdown to display the tasks you want.
3. Make your required changes to the assignee and/or task status.
4. Click Close.

FAQ