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Add and manage tasks

Grafana Incidents’ task management system allows you to organize and assign tasks during incident response. By leveraging the integrated task manager, responders can collaborate, track progress, and ensure all necessary actions are taken promptly.

Add a new task to an incident

To add a task within a specific incident:

  1. Navigate to the Tasks section of the incident, located on the right-hand sidebar.
  2. Provide a brief description of the task.
  3. Click on the +Task button.

Once created, the task will appear in the list of open tasks, where you can assign it to yourself or another responder, update the status, and perform other necessary actions.

Assign a task

Task assignment helps to establish clear responsibilities and maintain visibility of the ongoing tasks. To assign a task:

  1. Click on the people + icon next to the task.
  2. Search for and select the user you want to assign the task to.

Unassign a task

Tasks can be unassigned or reassigned to different team members at any time. Here’s how to unassign a task:

  1. Click on the user currently assigned to the task.
  2. Click Unassign user or search for a new user to reassign the task to someone else.

Update the status of a task

Tasks can have three statuses: Todo, In progress, and Done. To change the status of a task, click the box next to the task and it will cycle the task to the next status in a loop.

  • Todo ☐
  • In Progress 🕜
  • Done ✔️

Integrate with GitHub for an enhanced task management solution that allows you to keep of track incident-related issues in one place. Tasks linked to GitHub issues are automatically updated to reflect the most recent changes.

For information on how to install the GitHub integration, refer to the GitHub integration for Grafana Incident documentation.

Convert a task to a GitHub issue

Quickly add tasks and convert them to issues in GitHub without switching tools.

Follow these steps to convert a task into a GitHub issue:

  1. Click on the menu icon next to the task you want to convert.
  2. Select Convert to GitHub Issue.
  3. Enter the organization and repository name where the issue will be created. e.g., myorg/myrepo
  4. Add a description to the GitHub issue.
  5. Click Convert.

Once converted, the task will resemble a GitHub issue in the task list, providing a clickable link to open the issue directly in GitHub.

Easily incorporate existing GitHub issues into your incident task list by pasting a GitHub issue link into the new task textbox:

  1. Go to the task section of an incident.
  2. Paste a GitHub issue link in the textbox.
  3. Click +Task to add the task.

The GitHub issue will now be represented as a task within your incident, providing visibility of the current status and access back to the issue for more detail.

To remove an issue from the task list:

  1. Click the menu icon next to the issue.
  2. Click Unlink issue from tasklist.

The issue will no longer appear in the task list after being unlinked. Your GitHub issue will not be affected by this change.

If Jira is part of your incident response workflow, you can easily keep track of incident-related issues by linking them to Incident tasks. Tasks linked to Jira issues are automatically kept up-to-date.

For information on how to install the Atlassian Jira integration, refer to the documentation.

Convert a task to a Jira issue

Follow these steps to quickly add tasks and convert them to new issues in Jira:

  1. Click on the menu icon next to the task you want to convert.
  2. Select Convert to Jira Issue.
  3. Provide your organization details where the issue will be created.
  4. Add an optional description.
  5. Click Convert.

Once converted, the task will provide a clickable link to open the issue directly in Jira.

Easily incorporate existing Jira issues into your incident task list by pasting a link into the new task textbox:

  1. Go to the task section of an incident.
  2. Paste a Jira issue link in the textbox.
  3. Click +Task to add the task.

The Jira issue will now be represented as a task within your incident, providing visibility of the current status and access back to the issue for more detail.

To remove an issue from the task list:

  1. Click the menu icon next to the issue.
  2. Click Unlink issue from tasklist.

The issue will no longer appear in the task list and the Jira issue will not be affected by this change.