How do I convert case to a project?

Updated on January 23, 2017 11:26pm by Admin

Cases App conversion feature allows you to convert case to project.

Steps to Convert Cases to Project

  1. Log in and access Cases App from your universal navigation menu bar.
  2. Create a new case or select an existing case to be converted. 
  3. Click on “Convert” button and select "To Project" option to convert.
    Cases View 
  4. In the project creation page (Projects App), Fill in the following details:
    • Name – Name of the Project. 
    • Description – A short summary about a project.
    • Start Date – Starting Date of the project. 
    • End date – Ending date of the project. 
    • Status – Status of the project. 
    • Priority – Priority of the project. 
    • Customer – Name of the customer, this will be pre populated from Cases App. 
    • Billing Method – Select a billing method from a predefined list.
    case to project
  5. Click on “Create” button to complete.
  6. You can view the created project as shown in the image below:
    converted to project

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