Templates

You can create case templates for use in manual and automatic cases that populate a case's status, assignee, severity, type, title, and Key Findings.

Create case templates

To create a new case template, do as follows:

1. In Sophos Fusion, go to Security Operations > Cases > Templates.

   

2. Click New Template.

   

3. 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.

4. Select the case types the template can be used for.
5. Click Save and Continue. The template is created and added to the table.
6. Follow the steps in the next section to add values, edit the case title and Key Findings, and add tags.

Edit case templates

To edit a case template, do as follows:

1. On the Templates page, click the link in the Title column to see and edit the template details.
2. 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.
3. 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.
4. Select the Status, Assignee, Severity, and Type for cases created from this template. For details, see Cases.

5. (Optional) Add one or more tags to organize the template.

   

Delete case templates

To delete a case template, click the Trash icon in the Actions column of the Templates table, or click Actions > Delete Template on a template details page.