Creating a case
Anyone can create a new case board, but you may require permission from an Account Admin before you can use it.
Creating a new case
- Click Create Flow from the sidebar.
- Click Case on the left. There are several templates you can choose from to get started, or you can click Create from scratch.
- Enter the case's name. You can also optionally add a description and category to help you organize and find your case later.
- Click Create.
Renaming a case
To rename your case, simply click the current name, make changes, and then click Enter, or click off the name. You can change the description in the same way. All changes are auto-saved.
Your case consists of a set of steps that show as columns. By default, new cases will have four steps: Not Started, Plan, Execute, and Completed. You cannot delete or modify the Not Started and Completed steps.
To create a new step, click Add Step on the top right side of the case. You can also hover between any two steps and click the Add button (). You can add as many steps as you need. Change the name of steps by hovering over the name and clicking the Edit button ().
Adding resolutions to steps
Cases can have multiple resolutions at each step. All steps start with a state of In Progress. Flow Admins can add as many different resolutions as they want.
For example, if you are handling bug tracking, in a step called Engineering Verification, you might have multiple resolutions of: validated, unable to reproduce, or not a bug.
Customizing the form
Each item in your case starts with a form. Click Edit Form to customize the default form. The default form has the following mandatory fields:
- Item title
- Assigned to
- Due date
You can add as many new fields as you want to a form by dragging and dropping any type of field. You can change the name of a field, make it required, or add a default value. You can also create rules for validation, visibility, and appearance of the field. Once the form is updated, click Publish.
Learn more about forms here.
Finding a case
There are two ways you can search for your case at any time.
First, type the name of the case into the Search everything box on the top of your screen and click the correct case.
Second, click View All in the sidebar to open the Explorer. Then you can use the search and sort features to find it quickly.