Cases allow you to subdivide your work with a single contact on a single project into smaller components.

• You can think of a case as a new kind of label that can be applied to certain stories and tasks relating to a particular contact.

• A Case is always related to one contact on one project.

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Watch the walkthrough

https://www.loom.com/share/9a1a61fed1934475987f3bb1c6f56829

Getting Started with Cases

• Design your use of Cases

• How to turn on Cases

• How to create a Case

• How to design the form used to create a Case

• How to post an update about a Case

• How to see an overview of a Case

• How to see the caseload of one or more people

• How to see charts relating to your team’s productivity related to cases

• How to track the time spent on a case

• How to create and manage tasks relating to a case

Rules & Relationships

• Cases need to be enabled on the Project Preferences page first

• When Cases are enabled on a project, the following rules apply:

  • a contact can have many Cases

  • a Case can have only one beneficiary

  • a story must be tagged to a Case

  • a story can be tagged to many Cases

  • a Task can be tagged to many Cases