ThreatSwitch Workflows is a collaboration-centric, customizable workflow management hub that allows ThreatSwitch Employees like yourself to create tickets for everything moving through your organizations defined workflows, and collaborate within ThreatSwitch to get tasks done.

This help article will walk you through creating tickets within Workflows to assist your organization in streamlining processes.
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To start, when you log into ThreatSwitch, go to the tickets tab on the main navigation bar on the left-hand side. Click on it. Then select +Add a Ticket. Note: If you have already created tickets they will show here.

From here, simply fill in all applicable fields and/or complete any assigned forms and hit Submit

After clicking Submit, you will land on the page for that specific Ticket. If you happen to exit you can always get back to this page by going to Ticket and then selecting the ticket you'd like to reopen or check on.

On the tickets page, you will also notice sections for Comments and History. Comments enable collaboration amongst your team while you build, maintain, and edit workflows while History provides a detailed audit trail of what changed.
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Tasks are new to ThreatSwitch but are powerful tools to drive getting work done, no matter who needs to do the work. Tasks can be pre-defined for a Workflow, thus creating the tasks as soon as a ticket is created. Tasks can also be added ad-hoc at any time on a ticket by an Admin.

Defined Tasks in a Workflow, simply define the Name, Assignee (if known and a consistent owner of the task), and Description. To note, Tasks do not have to have a default Assignee. If you are assigned a task, you can drill into a Task to enter details as well as attach Digital Forms, Documents, and/or Files relevant to the task.