Manage actions on a case

The Actions tab on a case is where you manage tasks for that case.

Add an action

1. Open a case and go to the Actions tab
2. Select Add Action
3. Provide:
   • Title
   • Description
   • Assign to (defaults to you)
   • Due date (cannot be in the past)
4. Select Add Action

Filter actions

Use the scope dropdown:

• Actions due now: shows items due today or overdue
• Open actions: shows open actions
• All actions: shows everything (case view only)

Common actions you can take

Use the action menu to:

• Mark an action Open or Closed
• Assign to… another user (open actions only)
• Reschedule (open actions only)