Section header tasks are used to manage the flow of your playbook and help you organize your tasks efficiently.
Section headers are used to manage the flow of your playbook and help you organize your tasks efficiently. You create a section header to group a number of related tasks.
Section headers can also be used for time tracking between phases in a playbook. When you start time tracking, apply the Start action for the section header. Because you are using this to time track a particular phase of an investigation, add a stop timer section header when the phase completes. The time tracking data can be used to display in dashboards and report time trends.
In a playbook, click + to create a task.
Select the Section Header option.
Enter a meaningful name in the Task Name field for the section header.
Configure the relevant fields.
Tab
Fields in the tab
Details
Tag the result with: Add a tag to the task result. You can use the tag to filter entries in the War Room.
Sub Section: If selected, this section becomes a subsection of the parent section above it, and it collapses when its parent section collapses.
Task description (Markdown supported): Provide a description of what this task does. In the Playbooks page, click
on the section header to display the description.
Timers
For a time tracking header, select the action to take when the timer is triggered (start, stop, or pause).
Timer.start: The trigger for starting to send a message or survey to recipients. You can change this trigger or add a trigger for Timer.stop or Timer.pause. Select the trigger timer field from the drop down.
Add Trigger: You can add other trigger timer fields from the drop down.
Click OK.
Click SAVE PLAYBOOK.
Collapse and expand playbook sections
You can easily navigate playbooks and focus on the parts you need to work on by collapsing and expanding playbook sections. Collapsing sections provides a condensed view of the playbook flow, reducing visual clutter and enabling quick access to specific sections. Expanding sections allows you to view or edit specific parts of a playbook while keeping the rest of the playbook compact and maintaining focus on the relevant playbook details. You can also hover over a Section Header to highlight all tasks under the section and easily identify the section scope.
To collapse and expand a section, in the Playbooks page, after selecting a playbook from the library or creating a new playbook and adding tasks, click on a section header.
When you collapse a section, you can see the number of tasks included under the section. For example:
Click to collapse or expand the entire playbook.