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- Managing Cases
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.
๐ 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.๐ Watch the quick How-To video below to learn more about how to create and apply labels to cases.
๐Steps:
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.
๐ก 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.
โ ๏ธ Once all Cases with a particular label have been closed, the label will no longer be visible in the filter list.