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Create cases

Create cases

About case creation

Click Create new case at the top right, fill out the form with the fields described below, and click Create when you finish.

  1. Case type required: this dropdown allows you to choose between the available types previously configured. New types can be created in the Case configuration area.

  2. Title required: give it a meaningful name that allows to easily identify its purpose or context.

  3. Description: use this field to provide as many details as possible about the case and its context. It provides a full text processor with many different possibilities to provide information, such as headings, text formatting, bullet lists, links, line dividers, quotes, tables, code snippets, json blocks, and pictures, as well as a convenient undo/redo option.

  4. Assignee: this dropdown allows you to choose between the existing users in this domain to asume the responsibility for this case and its resolution.

  5. Priority required: choose the level of importance of this case in terms of the urgency required for solving it (Very high, High, Normal, Low, Very low).

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