# Case-Templates

Case Templates serve as a valuable tool for adding structure to your investigations. They provide a quick and easy way to ensure that each time a [Case](/older-releases/09_casehub/cases.md) is opened, it adheres to a predefined process.

## Creating Case Templates <a href="#creating-case-templates" id="creating-case-templates"></a>

1. Navigate to the **"Case Management (Cases)"** page from the dashboard.
2. Change to the **"Case Templates"** tab and click **"New Case Template".**
3. Enter the template details like **Title**, **Description**, **TLP**, **Severity, Tags,** and click **Next**
4. Click **`+`** icon, add the appropriate template tasks that will be assigned to cases and worked on by analysts.
5. Review the Template **Details**, **Tasks**, and click **Create**.

## Template Creation Fields

<table><thead><tr><th width="225">Case Template Fields</th><th>Info</th></tr></thead><tbody><tr><td><strong>Organization</strong></td><td>Select the appropriate Organization from the drop-down list. Unless you are leveraging the multitenancy function of Reflex, you may only have one option available here.</td></tr><tr><td><strong>Case Title and Description</strong></td><td>Provide a title and description for your Case Template to make it easier to locate and utilize. <br>For example, the Case Template title of Phishing could have a description. This Case Template can be used for investigating potential phishing attacks.</td></tr><tr><td><strong>TLP</strong></td><td><p>Define the <a href="https://www.cisa.gov/tlp">Traffic Light Protocol (TLP)</a> to identify the sensitivity level of information contained in these types of cases. </p><p></p><p><strong>RED:</strong> Not for disclosure, restricted to participants only </p><p><strong>AMBER STRICT:</strong> Limited disclosure, restricted to participants’ organization </p><p><strong>AMBER:</strong> Limited disclosure, restricted to participants’ organization and its clients </p><p><strong>GREEN:</strong> Limited disclosure, restricted to the community </p><p><strong>CLEAR:</strong> Disclosure is not limited</p></td></tr><tr><td><strong>Severity</strong></td><td>Define the severity level you want to be associated with these types of cases</td></tr><tr><td><strong>Tags</strong></td><td>Provide any additional tags that you would like to have included in the template</td></tr><tr><td><strong>Tasks</strong></td><td>Tasks can be created as part of the Case Template to define what steps an analyst should complete in order to conduct a proper investigation.</td></tr></tbody></table>


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