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Create a case

  1. Go to Cases and select Create New Case. This opens a 3-step wizard.
  2. Step 1 — Case Details: pick a Workflow (or leave it freeform), and fill in the case title, an optional reference, and a description.
  3. Step 2 — Add Participants: add at least one participant — either Select from Existing Participants or Create New Participant. Every participant needs an address for this case. See Add a participant for details.
  4. Step 3 — Documents (optional): drag and drop or choose files to upload (PDF, DOC, DOCX, JPG, PNG, GIF, or TXT, up to 10MB each). You can always add documents later, so it’s fine to skip this step.
  5. Select Create Case. You’ll see a confirmation, and land back on the Cases list with your new case at the top.

From here, open the case to add actions from its workflow, or add ad-hoc actions — see What is a Case? for how actions and their statuses work.