What's on the Cases page?

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This document provides an overview of the items on the Cases page.

Case queue header

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For details on the case queue header, see What's on the Case queue header?

Case top bar - left side

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On the left side of the case top bar, you can view the following details:

Case top bar - right side

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On the right side of the case top bar, you can view the following details:

Case or Alert Information

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The following tabs are available to view case and alert details:

Additional actions on the cases page

In addition to the standard options, the Manual Action, Case Task, and Alerts Options menu are located on the right side, under the case top bar, letting you to quickly navigate or perform a task or an action.

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Alerts List: The Alerts List icon is displayed only if there are more than two alerts in the case. You can select an alert from the menu and navigate to it.

Manual Action: While reviewing case information, you can quickly create a manual action for it without leaving the Cases page. For more information, see Perform a manual action.

Case Task: You can add a case specific task and assign it to a person or a role, including yourself. For more information, see Manage tasks from the Cases page.

Alert Options: For more information, see Alert Options menu in the Cases page.

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