Creating Cases for Activities

You can manually create a new case for an activity in the system. If your administrator has enabled it in the inbound workflows, all new cases assigned to the activity become associated with any previous case and can be found in the Related Cases section of the Case  pane.

To create a case:

1. In the Inbox, select the activity for which you want to create a case.
2. Navigate to the Case  pane.
3. In the Case Details tab, click the More button.
4. Select the Create option.

   The Case section refreshes to show the details of the case.

   

5. You can change the severity, due date, due time, and the solution description of the case.
6. After making the changes, click the Save button.

   A new case ID is created for the case and the case is associated with the activity.

Related Topics

1. Changing Case of Activity
2. Related Cases