1. From the Navigation Panel , click New and select the case type you want to create.

An Add New (case type) pop-up window or in-line editor opens.

Note: Clarizen in-line editors are equipped with and ​ options, whereas pop-up windows are not.
Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors by your organization's Admin user, via Layout Settings.

2. Enter the case title .
   
   To upload a custom icon , click the default case icon on the left.

3. Assign user(s), select case type, set Importance , Severity or Risk Strategy status, add files and description:

—Bugs and Issues:

To assign a user to the case other than your profile ( DEFAULT ):

• Click the Assigned to field:
• Either click and enter the name of an existing user and select from the 'type-ahead' option.

OR

• ​Click to select a user to assign the new case to.

— Requests:

• ​Click the Request Type field and select the request type.

​

— Bugs, risks and issues :

​ To change the user assigned to the case from your profile ( DEFAULT ):

• Click the Assigned to field.
• Either click and enter the name of an existing user and select from the 'type-ahead' option.

OR

• ​Click to select a user to assign the new case to.

• Click the Importance field and select the case importance definition.

— Issues :​

• Click the Severity field and select the issue's severity definition.

• Click the Description field and enter a case description.

​ — Requests :

To change the user assigned to the request from your profile ( DEFAULT ):

• Click the Assigned to field.
• Either click and enter the name of an existing user and select from the 'type-ahead' option.

OR

• ​Click to select a user to assign the new case to.

— Requests , bugs and issues :

• Click the Files field to add files to the case.

​

— Risks :

• Click the Impact field and enter a value to reflect the risk impact
• Click the % Probability field and enter a value to reflect the percentage of estimated impact probability
• Click the Risk Strategy field and select the required strategy

​

4. Click

​

The new case opens in Item Detail view .

1. Navigate to either the Projects, Tasks or Milestones module.
2. Select an item in the grid .
3. On the ribbon, click

​OR

• Scroll to the bottom of the Relations Panel , and click the 'Add Related' link.
  
  

The Add Cases multi-find window opens.

Figure 3: Add Cases

4. Select one or more cases from the list of available cases.
   
   OR

• ​ Click and select the case type from the drop-down menu.

The Add New (Case type) window opens.

5. Follow the Steps 2 through 4 of Creating a Case via the Navigation Panel above.
6. The added case appears in the Add Cases multi-find window under Your Selections .
7. Click
   
   The new case opens in Item Detail view.