5.5 Creating a Case

Creating a Case

This page describes creating a case in Clarizen and includes the following sections:

​ About Creating Cases

Cases can be created from the Navigation Panel, a Relations Panel Add Related link, as well as from the Requests, Bugs, Risks, and Issues modules (when said modules are Admin-enabled).

Creating a Case via the Navigation Panel

  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.


  1. Enter the case title .

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

  1. 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 :

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

  1. Click

The new case opens in Item Detail view .

Creating a Case via Add Related

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

​OR

The Add Cases multi-find window opens.

Figure 3: Add Cases

  1. 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.

  1. Follow the Steps 2 through 4 of Creating a Case via the Navigation Panel above.
  2. The added case appears in the Add Cases multi-find window under Your Selections .
  3. Click

    The new case opens in Item Detail view.

 

Creating a Case via a Case Module

Note: The inclusion of any or all of the case type modules ( Requests , Bugs , Risks , Issues ) in the Navigation Panel is defined by
your organization's Admin user via the Layout Settings ).
  1. Navigate to one the of the case type modules ( Requests , Bugs , Risks , Issues ).
  2. On the ribbon, click the relative Add button.


The Add New (Case type) window opens.

  1. Follow Steps 2 through 4 of Creating a Case via the Navigation Panel , above.

The new case opens in Item Detail view .

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