Applying Labels to Cases

Apply labels to Cases for simple filtering in the Case list, allowing you and your team to categorise and search for specific Cases.

 

๐Ÿ‘ Good to know...

When a label is applied, anyone in the Team can see and use the label. Once added to the specific Case, it will also appear in the drop-down of the Case list. Here are some examples: "Review Later", "Reporting", ''Follow-up Cases"  etc. 


๐Ÿ‘‡ Watch the quick How-To video below to learn more about how to create and apply labels to cases. 

 

๐Ÿ‘‡Steps:

Applying or Creating a label can be done in two places:

1. In the Team Chat as a new Case comes in:

2. When viewing the Case (at the top). Make sure to click on the expand drop-down

 

 

๐Ÿ’ก Once you have created and applied a label, you can utilise the Case filter to organise and categorise your Cases according to the labels you have assigned.

โš ๏ธ Once all Cases with a particular label have been closed, the label will no longer be visible in the filter list.