Add, update or view a case

To view or update a case, simply click on a Case Row in the case list on either the Home or My Cases screens to open up the Details section of the chosen case.

Adding a new case

To add a new case:

1. Click the Add New Case button in the top right of the Home or My Cases screens

2. If your team has multiple case types, select the appropriate case type from the dropdown. (Note: the dropdown won't be shown if there's only one case type configured for the team)

   

3. The new case form will open. Complete the required fields and any other relevant information

4. Click Save Case to create the new case