Cases

Cases are a collaberative 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.

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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.

Cases put information at your fingertips while staying flexible enough to fit your workflow. This article breaks down the layout of a case and how to navigate it's structure.

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.

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