Case Management Videos

A video guide showing how a case appears in the Self Service template, plus the information on the case details page.

A video guide showing case history, attachments and emails.

A video showing the Email Conversation Task being used.

A video guide showing how cases in Case Management can be linked to each other.

A video guide showing a task being created, assigned and completed.

Two videos showing how to set up and customise the Case Search.

These examples demonstrate different ways you can extend Case Management using custom forms on the "Additional Details" tab.