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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 is opened, it adheres to a predefined process.

Creating Case Templates

To create a new Case Template, the following steps can be used: 1. Navigate to the Cases page 2. Click Case Templates 3. Click New Case Template 4. Enter the Case Template Details and Tasks 5. Click Create

Template Details

Create case template screenshot


  • 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.

Case Title and Description

  • Provide a title and description for your Case Template to make it easier to locate and utilize. For example, the Case Template title of Phishing could have a description of This Case Template can be used for investigating potential phishing attacks.


  • Define the Traffic Light Protocol (TLP) to identify the sensetivity level of information contained in these types of cases.
    • RED: Not for disclosure, restricted to participants only
    • AMBER STRICT: Limited disclosure, restricted to participants’ organization
    • AMBER: Limited disclosure, restricted to participants’ organization and its clients
    • GREEN: Limited disclosure, restricted to the community
    • CLEAR: Disclosure is not limited


  • Define the severity level you want associated with these types of cases/


  • Provide any additional tags that you would like to have included for the template.


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.

Create case template task screenshot

Creating and ModifyingTasks

  1. Click the + next to Tasks
  2. Enter the title and description of the Task
  3. Click Save
  4. Click Edit to edit the Task after saving
  5. Click Remove to delete a Task
  6. Repeat as many times as necessary


The final step is to review the information provided to create the Case Template. After you've finished reviewing the Case Template, click Create.

Review case template screenshot

Modifying and Deleting Case Templates

Case Templates can be modified or deleted at any point by using the following steps:

  1. Navigate to the Cases page
  2. Click Case Templates
  3. Locate the Case Template
  4. Click the appropriate action, either Edit Template or Delete
  5. If editing the Template, click Update once finished