Case Management
Manage cases, tasks, and using procedures
27 articles
What is a Case?How to create a new case? How to search case by case ID?
What is Case#show?
Creating a New CaseHow to create a new case?
How to Duplicate, Close, Delete, or Reopen a Case?How to duplicate a case? How to close a case? How to delete a case? How to reopen a case?
Add Existing or New Clients within a Case
What are Case Contributors?
How to Assign Contributors to Cases?how to remove case contributors?
What is a Procedure?How to use Procedure in a case? What if I accidentally change the procedure?
How to Update Case Details?How to change case names and details? How to change case visitations? How to change the caseload? How to change the case status?
Saving Key Filling Dates and Decision and Process DatesWhat is Key Filling Dates and Decision mean? What are Process dates?
Sharing Case Portals with ClientsWhat if my client forgets the case portal link? How to invite my client to the case portal?
What is a Task?How to add a new task? How to add the reminder? What is a milestone and how to set it up? how to add/remove new task member ?
How to Check Client's Priority Date Eligibility?What is Priority Date? How to use priority date?
Understanding the Primary Client FeatureWhat is Primary Client? How to set Primary Client? How to assign homework to Primary Client?
How to Use Global Tasks?
How to Use Task with Board View?
How to Use Task with Calendar View?
How to Set Up My Task View?
What is Control Center?
Understanding Analytics in Control Center
How to Assign Contributors within Unassigned Cases?
What is Sequential Procedures?
How to Create Sequential Procedures?
How to Manage Sequential Procedures?
How to Use Sequential Procedures?Convert ticket to cases with sequential procedure, Create case with sequential procedure
Changing Procedures: Understanding Your OptionsCan I Change My Procedure?
Managing Conditional Tasks: How to Use the "If Applicable" Task FeatureConditional Tasks, If Applicable Feature, Task Management, Milestone Progression