> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blinkops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Case Overview Tools

> Use the case overview toolbar for quick actions like adding notes, running workflows, and managing case data.

## The Tool Bar

The **Tool Bar Panel** provides analysts with a centralized set of tools designed to maximize efficiency and effectiveness when managing a case. Each tool offers specific functionality to streamline investigation, documentation, and collaboration throughout the incident lifecycle.

<Note> **Note**: A blue activity indicator (<Icon icon="dot" iconType="solid" color="#17a0fb" size={25} />) appears on the tab of any tool that has had any activity- created, modified, or updated- since you last opened that tool.</Note>

<Frame>
  <img src="https://mintcdn.com/blinkops-2/E1-r6mvOidB29G-8/img/CaseManagement/TheToolBar.png?fit=max&auto=format&n=E1-r6mvOidB29G-8&q=85&s=b8c6dae6c8395c01923c04f1eae95f02" width="1727" height="1077" data-path="img/CaseManagement/TheToolBar.png" />
</Frame>

***

### Activity

* The **activity** section provides a comprehensive history of the case, including its creation and any subsequent modifications and edits.

  * To streamline your search for specific case-related details, use the **search bar** or click the <Icon icon="bars-filter" color="gray" /> icon to narrow down information based on case Details, case objects, users, or timeframes.

  * You can edit any comments already posted in the timeline by hovering over the comment, clicking the <Icon icon="pencil" iconType="solid" /> icon, making your desired changes, and clicking the <Icon icon="paper-plane-top" iconType="solid" color="gray" /> button

  <Note>**Note**: We ensure a secure and forensically reliable case timeline, with all edits comprehensively logged.</Note>

  <Frame>
    <img src="https://mintcdn.com/blinkops-2/od_sjV6emoYQhlI_/img/CaseManagement/CaseTimeline.png?fit=max&auto=format&n=od_sjV6emoYQhlI_&q=85&s=cbbe8b8085c2a106e9dad48e8f9df0f7" width="1726" height="1078" data-path="img/CaseManagement/CaseTimeline.png" />
  </Frame>

  * You can customize your comments by clicking on the text input field and selecting from various formatting options, including bold, italics, strikethrough, adding links and code formatting.

  * Use the @ symbol in the text input field to tag collaborating users. Type the username after the @ symbol to filter the list.

  * Use the forward slash (<Icon icon="slash-forward" color="gray" />) character in the text input field to trigger workflows on the case level or its linked entities (e.g., alerts, observables)

  * You can easily attach a file in two ways:

    1. **Drag and drop** the file directly into the text input field.
    2. **Click on the text input field**, then select the <Icon icon="paperclip" iconType="solid" color="gray" /> icon to browse and choose a file.

    Once attached, the file will be added to the timeline.

  <Frame>
    <img src="https://mintcdn.com/blinkops-2/V6Bt1RIoeKlEBvmE/img/CaseManagement/CustomizeTextTimeline.png?fit=max&auto=format&n=V6Bt1RIoeKlEBvmE&q=85&s=da1c453a485ce6d2d8236049a4133e8b" width="1726" height="1076" data-path="img/CaseManagement/CustomizeTextTimeline.png" />
  </Frame>

***

### Notifications

<p>In notification section, you can view all questions asked on the Case through the [Ask a Question on a Case](/docs/case-management/case-management-workflow-actions/case-actions#ask-a-question-on-a-case) action. You will also see a notification in the Case Timeline whenever new questions are available.</p>

Analysts can respond directly from this view. Each answer is automatically added to the Case Timeline, and once submitted, the related [Ask a Question on a Case](/docs/case-management/case-management-workflow-actions/case-actions#ask-a-question-on-a-case) action resumes, allowing the workflow to continue seamlessly.

<Frame>
  <img src="https://mintcdn.com/blinkops-2/od_sjV6emoYQhlI_/img/CaseManagement/CaseTimelineAskQuestion.png?fit=max&auto=format&n=od_sjV6emoYQhlI_&q=85&s=444d2467f3c684d607eb9399b41d58a0" width="1728" height="1081" data-path="img/CaseManagement/CaseTimelineAskQuestion.png" />
</Frame>

***

### Notes

<Note>**Note**: When using `HTML` in the [rich text editor](/docs/blink-platform/interface-components/rich-text-editor), only elements supported by the [rich text editor](/docs/blink-platform/interface-components/rich-text-editor) will be rendered. Any unsupported `HTML` may not be displayed as expected.</Note>
<Tip>As you create or edit any notes, your changes will be saved automatically.</Tip>

<Frame>
  <img src="https://mintcdn.com/blinkops-2/E1-r6mvOidB29G-8/img/CaseManagement/CaseNotes.png?fit=max&auto=format&n=E1-r6mvOidB29G-8&q=85&s=3a49c5f3300abce13e27b84536f110c2" width="864" height="539" data-path="img/CaseManagement/CaseNotes.png" />
</Frame>

* Create one or multiple notes to document the incident investigation and capture analyst insights related to the case.

* In the top-right corner of the Notes tool:

  * Click the <Icon icon="plus" /> in the top-right corner to add a new note. Content can be customized and formatted using the [rich text editor](/docs/blink-platform/interface-components/rich-text-editor) (e.g., **bold**, *italics*, ~~strikethrough~~, <u>underline</u>, etc.).
  * Click the <Icon icon="angle-right" /> to expand or collapse the note
  * Click the <Icon icon="expand" /> to expand the Notes tool to full screen for improved visibility.
  * Drag and drop or paste images directly into the Notes section for quick uploads. Once added, images can be resized and repositioned as needed.

<Note>Any changes or updates made to the selected note is saved automatically</Note>

<Frame>
  <img src="https://mintcdn.com/blinkops-2/E1-r6mvOidB29G-8/img/CaseManagement/AccessMultiNotes.png?fit=max&auto=format&n=E1-r6mvOidB29G-8&q=85&s=8367ee7b7483b53f95aca2c5cf5a0a64" width="1728" height="1082" data-path="img/CaseManagement/AccessMultiNotes.png" />
</Frame>

#### Notes Settings

* Click the <Icon icon="square-ellipsis-vertical" iconType="solid" /> menu to access note settings, where you can:

1. **Version History** – View the selected note’s version history and compare changes across versions.

* **<Badge color="yellow" size="sm">Yellow</Badge>** – Highlights content that was added and changed in the selected version.
* To restore a previous version, click 'Restore Version' in the upper-right corner of the selected notes version history.

  <Frame>
    <img src="https://mintcdn.com/blinkops-2/E1-r6mvOidB29G-8/img/CaseManagement/MultiNotesSettingsVH.png?fit=max&auto=format&n=E1-r6mvOidB29G-8&q=85&s=fff0b8fd2feeba01b810536f224dfcc7" width="3456" height="2146" data-path="img/CaseManagement/MultiNotesSettingsVH.png" />
  </Frame>

2. **Delete**- Deletes the note permanently.

***