Cases allow your organization to create and assign action items to peers within your organization. Assigning a case ensures the right person is responsible for following up, allowing you to track accountability and ensure tasks are completed within your desired timeframe.
Before You Begin
If you are an admin on the account, you already have access to this feature. Non-admin users must be granted the Manage Standard Cases permission to assign or update cases.
How to Assign a Case
To begin, navigate to the list and click on the case you would like to update.
Click the '+ Add' button in the Assignee field located in the left-hand frame.
Search for the user by typing their name in the search field. You can toggle between 'All' users or 'Location Users' (users directly associated with the location linked to the case) to narrow your search.
3. Set optional details such as a Due Date, a Priority level (Low, Medium, High), or a Tag.
4. Click Save to finalize the assignment.
Additional Details
Priority: The selected priority level will be included in the notification sent to the assignee.
Tags: Tags must be added to the system before they appear in the case list. Once added, you can use these tags to filter your cases.
Implementation Tip: Remember to save your changes after selecting an assignee to ensure the user is notified and the case status is updated successfully.
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