Your first case

New cases can be added by clicking either the Home menu item or the My Cases menu item found in the sidebar.

  1. Select Add New Case. If there's only one case type, you'll be taken straight to the new case screen, so you can go to step 4

    Add new case button
  2. Select the Case Type from the dropdown menu

    Select case type for new case
  3. Click on Add Case to open the case form

    New case form
  4. Fill in the case form fields

  5. Click on Save Case

Saving a new case

Unless a field has (optional) beside its heading, all displayed fields must be completed before the new case can be saved

Read more about Managing Cases.