IMPORTANT: No additional bug fixes or documentation updates
will be released for this version. For the latest information, see the
current release documentation.
Open and manage new cases
editOpen and manage new cases
editOpen a new case
editOpen a new case to keep track of issues and share the details with colleagues.
- Go to Cases → Create new case.
-
Give the case a name, severity, and description.
In the
Descriptionarea, you can use Markdown syntax to create formatted text. - Optionally, add assignees and tags. You can add users only if they meet the necessary prerequisites.
-
Under External incident management system, select a connector. If
you’ve previously added one, that connector displays as the default selection. Otherwise, the
default setting is
No connector selected. - After you’ve completed all of the required fields, click Create case.
Manage existing cases
editYou can search existing cases and filter them by assignee, severity, status, and tags.
To view a case, click on its name. You can then:
- Add a new comment.
- Edit existing comments and the description.
- Add or remove assignees.
- Add a connector (if you did not select one while creating the case).
- Send updates to external systems (if external connections are configured).
- Edit tags.
- Change the status.
- Change the severity.
- Refresh the case to retrieve the latest updates.
- Close the case.
- Reopen a closed case.