Module 1 / 5

Cases design

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Introduction 

Welcome to the first module of the Cases: Specialist learning path!

Not every workflow can be fully automated. Some situations require human judgment, collaboration, or investigation before action can be taken. Cases in Tines provide a structured workspace for handling these moments, bridging the gap between automation and human decision-making.

In this module, you'll explore what cases are, why they matter, and when to use them in your workflows.

Learning objectives 

By the end of this module, you'll be able to:

  • Define what a case is and explain its structure and purpose using real-world examples.

  • Identify specific business challenges that cases solve, such as tracking security incidents or managing customer issues.

  • Evaluate and select appropriate use cases for implementing cases based on your team's requirements.

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