Create a support case
Who it’s for: Team members with case access
Where: Sidebar → Cases
Before you start: Permission to read and create cases.
- Open Cases and check the existing list before adding another case for the same issue.
- Choose + New case.
- Enter the Subject, Details, Requester name and Requester email.
- Choose Priority to apply the corresponding case response targets.
- Submit the case, then open it from the list to review its details and continue work.
- Use All statuses or a specific status to find the case again.
You’ll know it worked when…
Section titled “You’ll know it worked when…”The case appears in the list and opens with the intended requester and priority.
Notes & limits
Section titled “Notes & limits”- Case response and resolution targets come from workspace setup.
- Creating a case is not proof that an email was sent. Check the communication outcome separately.
- A direct case link opens the case over its list.