Case templates

What are case templates? 

Case templates are pre-built structures for cases that include pre-defined fields, notes, and metadata. These templates allow you to quickly create new cases without starting from scratch, which is especially useful for workflows your team handles repeatedly.

Example: Phishing incident template

Imagine your security team handles dozens of phishing reports each week. Instead of manually creating each case from scratch, you could build a phishing incident template that includes:

• Reporter name and email (text field)

• Reported date (timestamp field)

• Suspicious email subject (text field)

• Sender address (text field)

• Initial triage status (dropdown: Low/Medium/High risk)

• Pre-filled notes with your team's standard investigation checklist

Now, when a new phishing report comes in, your team can create a case from this template in seconds, ensuring nothing gets missed and every incident is documented consistently.

Why case templates matter 

• Consistency: Ensure similar cases are handled the same way across the team.

• Time-saving: Avoid creating new cases from scratch each time.

• Training support: Templates provide a baseline for new team members to follow.

Where to find case templates 

You can explore all your available templates by clicking the Manage templates button within the list view:

This is where your team can create new templates, review existing ones, and view the contents of each template. Think of it as your team’s library of ready-to-go case blueprints that you can draw from whenever a new task comes in.