After creating a Case (via integration or within Foxo), you can access it from the Case menu and keep track of its status. Additionally, you have the option to engage in a one-on-one chat with the Team members or Individual the Case was sent to.
1. Access your Sent Cases
- Navigate to the Cases menu. Ensure that you are in the Sent tab.
- 💡 You will be notified if someone has claimed, completed or closed your Case, and of any activity (e.g. messages) in the Case chat.
2. Filter by Status
- Use the drop-down arrow to filter your Cases by their status:
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Claimed – Claimed by a Team member or individual.
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Unclaimed – Awaiting someone to take ownership.
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Completed – Marked complete by the Case claimer or other team member.
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Closed – Fully closed by the creator or a Team member with access.
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3. Completing a Case
- Once actioned, the Case claimer or anohter team member with access to the Case has the option to mark the Case as complete moving it to the Completed filter.
- The Case creator will be notified in their Sent Cases list.
4. Closing a Case
- The Case can be closed by the Case creator or any team member with access to the Case.
- This will move the Case to the Closed filter.
- If the Case is not closed within 7 days, it will be automatically closed.
- A Case can always be reopened by Case creator or Team member with access to the Case.
