This article is part of the Connect section.

The diagram below shows the action buttons available within a case. View Meeting is only available in meeting cases:

Creating Cases

1. To create an individual case, hover over the Cases menu and select Open a case or click the plus sign on the right:
   
   
   
   
2. To create a meeting case, open the meeting and click Create Case.
   
   

1. Add a Title for the case.
   
   
2. Provide a Description or select a standard one from CPL by clicking the book icon on the left:
   
   
   
   
3. Choose a Case Type.
   
   
4. Choose a Case Status Type.
   
   
5. Select an SLA Type.
   
   
6. Assign the case to a User.
   
   
7. The radio button defaults to Client. Choose a client from the drop-down to raise the case for a CPL client, or switch to Email Address to enter an email address and a name to create a case for a non-CPL client.
   
   
8. Click Create Case.
   

General Case Management

1. To view all cases, go to the Cases menu. You will see open and closed cases, cases assigned to you or other users, individual cases and meeting cases. Sort columns using the arrow icon and hover over any column header to view the current sorting criteria:
   
   
   
   
2. To view the details, click View Case next to the relevant case.
   
   
3. Make any changes and click Save.
   
   
4. Available Actions:
   
   
1. Export Case.
   
   
2. View Client - opens the client account if the case is for a CPL client.
   
   
3. Create New Task - adds a task, in addition to the default task.
   
   
4. The Hold Task and Cancel Task options on the Details tab apply only to the default task, not to any additional tasks added manually.
   
   
5. Add comments in the Discussion section as outlined here. 
   
   
6. To close a case, change the Case Status Type to Closed or another status set up as "closed" in the Admin area.
   
   
7. View and manage the default task and any additional tasks on the Tasks tab.
   
   
8. View the history of changes on the Change History tab.
   
   

Meeting Cases

1. To view meeting cases, open the relevant meeting, go to the Cases tab and click View Case.
   
   
2. When working in a meeting case, click View Meeting to return to the meeting details: