Case Detail

Case content
More menu
Current tasks
Documents and notes
Contact solver
Logs (administrator only)

The case detail brings everything about a single case together in one place: its overview, current tasks, documents, notes, history and variables. Open it by double-clicking a case in the case list or in an overview, or through a link from a task. Anyone with permission to the case can see it.

No.	Element	Purpose
1	Back arrow	Takes you back to where you opened the detail from, for example the case list.
2	Case name	The name of the case. When you hover over it, an icon appears next to it for copying the name to the clipboard.
3	Close	Closes the detail and returns you to the previous page.
4	More	Menu with additional case functions: permissions, print, variables, history and more, see below.
5	Event	Opens a window for triggering an event on the case. It is disabled when the case is not active, that is, when it is completed, suspended or archived.
6	Current tasks	Tasks currently running in the case. The number shows how many there are.
7	Documents	Documents of the case. The number shows how many there are.
8	Notes	Notes on the case.
9	Case content	The case overview as prepared by the template author.

A completed or suspended case shows a Completed or Suspended label next to its name.

Case content

What you see in the body of the detail depends on the template.

The template has a Case Overview. The template author has designed a custom case overview: cards with the most important information, tables, charts. The image shows an order overview. It has the sections Order summary (price, supplier, requester, order number), Order items, Documents, Approval progress and Purchase order form. The overview refreshes after every completed task or triggered event.
The template has no Case Overview. The basic case information is displayed:

Field	What it shows
Case owner	Who the case belongs to.
Case deadline	When the case should be finished, if the template sets a deadline.
Process template	The name of the template header the case was created from.
Process description	The template description.
Case state	The state set by the template according to the case progress, for example In approval.
Status	Active, Inactive, Completed or Suspended.
Date of creation	When the case was created.
Actual end	When the case was completed.

More menu

Item	Who sees it	Purpose
Permissions	everyone	Who can see the case and who may trigger which event on it. See the article Case Permissions.
Print	everyone	Prints the case using a print template or saves it as PDF or HTML. See the article Printing a Case.
Variables	everyone	All values of the case in a single table. See the article Case Variables, History and Graph.
History	everyone	List of completed tasks of the case: who completed them, when and how.
Graph	administrator	Template diagram with the case progress highlighted. Not offered for an archived case.
Parent	everyone	Opens the parent case. Enabled only for a case that was created as a subprocess of another case.
Change entity	super administrator	Service window for bulk editing of the case. Not offered for an archived case.
Case Overview	administrator, Power user	Opens the case overview editor in the template the case was created from.

An administrator sees the menu like this:

You can open any item in a new browser tab: click it while holding Ctrl (Cmd on a Mac) or with the middle mouse button.

Current tasks

Click Current tasks to open the list of tasks currently running in the case.

Tasks are divided into the groups Active tasks, Scheduled tasks (tasks that will start on their own later) and Subprocesses. Each row shows the task name, when it started and who is working on it. Use the search field at the top to narrow the list by task name. When nothing is running in the case, you will see the message No current tasks.

Clicking a task does the most useful thing you are allowed to do:

a task you may solve opens straight away for solving,
a task you may take over offers to take it over (or just to open it with the Only open button),
a subprocess opens the nested case,
otherwise, the read-only task detail opens.

Use the arrows icon in the corner to open the tasks in a large window as a table:

Column or action	Purpose
Task name	The name of the task. An administrator also sees the Default task name column, that is, the name from the template.
Solver	Who is currently working on the task.
Date of creation	When the task started.
Status	The task status, for example Active.
Solve	A button at the top right and an item in the row menu. Opens the selected task for solving. Enabled only for a task you may solve.
Detail	Opens the read-only task detail.
Nested	Opens the subprocess. Enabled only for a task that starts a subprocess.
Hand over	Hands the task over to another user. Enabled only when the template allows you to do so.
Take over	Takes the task over to you. Enabled only when the template allows you to do so.
Contact	Displays the solver's contact details, see below.

Documents and notes

Click Documents to open the list of case documents with a preview, date and author. Use the search field at the top to narrow the list by file name. Use the Add document button to upload a new one. Use the arrows icon to open the documents in a large window.

You can also upload a document to the case by dragging the file with the mouse anywhere onto the detail page. Uploading is not possible for an archived case.

Click Notes to open the notes on the case. Write a new note in the New note field and save it with the Add note button.

Working with documents and notes is described in detail in separate articles in the Documents section.

Contact solver

The Contact option in current tasks or in the history opens the Contact solver window with the details of the task solver: Display name, E-mail, Phone and Contact notes. The details come from the user settings. The option is disabled for a task that has no solver.

Logs (administrator only)

An administrator also has a Logs button in the second bar. The number next to it shows the count of error records for the case. The button opens the Case logs window with the records TAS wrote while processing the case: date, duration, message, category, level and Trace ID. You can filter the records and limit them by time range.

Link to the open window
You can send the address of the detail to a colleague. On a mobile device, use the Copy link button in the top bar. On a computer, copy the address from the browser.

Related: Case List, Case Variables, History and Graph, Case Permissions, Printing a Case, Events on a Case.

Dashboard widgets

News/Announcements in Team assistant

(opens in a new tab)