Managing Cases

Team Dashboard

Select the team the team that you wish to view from dropdown at the top of the sidebar menu.

All open cases and actions, and the due and overdue actions belonging to the selected team can be seen on the Overview card
The All Cases card shows all cases assigned to the selected team, and allows you to filter to only see cases assigned to you

To filter the cases view either:

Go to the All Cases card and selecting Only my cases from the dropdown next to Add New Case in the top right
or, click on My cases in the sidebar menu

The summary screen will look similar to this:

To view or update a case, simply click on a Case Row to open up the Details section of the chosen case.

When you open a case you'll see:

Details: the case form (fields are defined by the case type)
Actions: tasks with owners and due dates
Messages: messages to/from parties and includes system events like uploads or sharing notes. The message feature is only available on Professional and Enterprise tiers
Parties: individuals and companies related to the case
Files: uploaded files (optionally, categorised and shared with parties)
Notes: internal case notes (optionally, shared with parties)