Create Case | Axero Documentation

In the modal that opens, select a space.

Fill out the following sections:

• Subject: The title of the case
• Description: The main content of the case
• Attachments: Add files relevant to the case. Drag and drop files into the area, or click Select Files.
• Add tags: Keywords that can help others find your case. Use spaces to separate tags. Use an underscore or dash to combine separate words into one tag (e.g., Vacation-Policy). Click to see Popular Tags and Tag Groups.
• Project: The project your case comes under
• Category: The category your case comes under
• Status: The status of the case
• Priority: The urgency of the case
• Assign: If you know who should handle your case, select a person to give the case to
• Milestone: The milestone the case should be grouped into
• Due Date: Give your case a due date (Not enabled by default. Check out Cases > Due Date section.)
• Additional recipients: Select people who should be aware of the case

Alternative Way

Related

How to Set Up Private Case Submission

You can set case permissions so space members can only see the cases they submitted, and space administrators and moderators can see all cases. Private case submission protects user data and makes conversations available to relevant parties only.

Enable Due Date for Cases

Enable the due date feature for cases to better manage projects and milestones.

Enable Case Escalation

Case escalation escalates a case to another person based on space roles. The case escalation feature helps teams automate ticket management.

How to Enable Case Creation via Email for a Case Project

When you've enabled case creation and case reply via email, people can send emails to an email address to create a new case in the case project. People can also reply to case notification emails, and the reply will be posted as a comment in the case.

Rich Editor Table of Contents Guide 

Generate a table of contents based on the headings in your content. The table of contents will display the main headings in your content. People can quickly jump right to specific sections in the content using the table of contents.

Rich Editor Templates Guide 

You can create document templates to be used in the rich text editor. This allows your site administrator or space administrators to create HTML templates that users can select from a dropdown and insert into the editor textarea. If you create a lot of documents using a uniform layout, this saves you time and effort by creating a standard HTML layout for your template.