How do I convert case to a project?

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.
    
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.
   
5. Click on “Create” button to complete.
6. You can view the created project as shown in the image below:
   

Related Links

• Convert cases into work orders
• SLA - Service level agreement