Case Templates🔗

You can create case templates that populate a case's status, assignee, severity, type, title, and Key Findings section.

Create Case Templates🔗

To create a case template, do as follows:

From the Taegis Menu, select Cases > Templates.

Automatic Case Templates
Select New Template.
In Create New Case Template, enter a template title and an optional description to help you and others using the template know the template's purpose.
Select the case types the template can be used for.
Click Save and Continue. The template is created and added to the table.

Create New Template
Follow the steps in the next section to add values, edit the case title and Key Findings, and add tags.

To edit a case template, do as follows:

On the Templates page, click the link in the Title column to see and edit the template details.
In the Case Title section, click the Pencil icon and enter the title that will be assigned to cases created from this template, then click Save.
In the Key Findings section, click the Pencil icon and enter the content that will be added to the Key Findings of cases created from this template, then click Save.
Select the Status, Assignee, Priority, and Type for cases created from this template. For details, see Work a Case.
(Optional) Add a description and one or more tags to organize the template.

Important

You can't set the Assignee of automatic cases to Secureworks, only to the tenant or a registered tenant user. For assistance with a case created by customer-created auto case rules, request help through chat or @secureworks in a case comment.
Email notifications are only sent for cases opened with the Status set to Awaiting Action.

To share a case template with another user within the tenant, click the Share icon at the top of the template details page for a direct URL.

To delete a case template, click Actions > Delete Template on a template details page.