Module 2 / 5

Cases navigation

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Introduction 

The Cases interface is your team's command center for managing work that requires human attention. Whether you're triaging security alerts, handling customer escalations, or tracking compliance reviews, knowing how to navigate and configure the Cases UI is essential for staying organized and responsive.

In this module, you'll explore the Cases interface, learn how to customize case settings, set up notifications, and use views and filters to manage your workload efficiently.

Learning objectives 

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

  • Navigate and customize the Cases interface to efficiently manage your team's workload.

  • Configure case settings and custom fields to match your team's workflow requirements.

  • Set up notification rules and create custom views to prioritize and track cases effectively.

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