How do I Create Cases for Projects?

Updated on September 13, 2016 11:52PM by Admin

In Projects App, cases are nothing but gaining a control of the problem or an issue while initiating a project. It will be in a short written form. You can create or add cases related to the project.

Steps to Create Cases in Projects

  1. Log in and access Projects App from your universal navigation menu bar.
  2. Create a new project or select an existing project.
  3. Click on “Scope” tab of the project from the list. 
  4. Click on "Create" button in "Related Cases".
  5. You will view "Case Creation page" from Cases App dashboard. 
  6. Provide the following information:
    • Case # - This is an auto generated or manually entered number to identify case.
    • Type - Type of the case such as resource request, technical issues, product purchases etc.
    • Status - Status of the case such as immediate, closed, rejected etc.
    • Priority - Priority of the case such as high, low, medium etc.
    • Assigned To - Name of an employee.
    • Summary - Summary about the case.
    • Description - A brief description about the case.
    • Project - Project name auto filled.
    • Need By Date - Need by date.
    • Date Resolved - Case resolved date.
    • Customer - Name of the customer associated with case.
    • Contact - Name of the contact.
  7. Click on "Create" button to complete.

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