1. Docs

Cases

Cases are a collaborative interface where you can organize information, comment, take action, and report on progress all in real-time.

Here are just a few ways our customers use cases:

Whether you're running down a security incident, managing a support request, triaging a flood of alerts, or coordinating an operational task, cases can flex to your needs.


Getting started with cases

Cases can be opened manually with a few clicks inside Tines, or automatically by a story automation.

We recommend starting with a case template and building out content from there.

Use case notifications and the action template library to interact with your case content.

Components of a case

Within the case structure are various components to display and interact with case data. This article lists major case components and provides a summary of how they work.

Working with records and dashboards

Records

When you need to capture, transform, or reference structured data within your story, use a record. When linked to a specific case a record can provide helpful context.

Dashboards

You can then visualize that data from records and cases in a single view with dashboards. These views help you monitor what's happening across workflows within your team. 

Trying out cases

Cases are an add-on feature for paid plans. By purchasing cases, you also gain access to records and dashboards.

Click here to start a one-time, 45-day trial.


Learning more about cases

Continue reading to learn more about cases:

  1. Creating a case

  2. Using case notifications

  3. Case groups

Also be sure to explore some examples of case automations in our library, and take a look at our latest case product updates.

Was this helpful?