Managing case systems in PWA
- My tasks - lists all tasks that are assigned to you
- My items - lists all items or cases that are created by you
- My workflows - lists all case systems or processes you are a member of
Creating new cases
Creating a new case from the dashboard is easy. The My workflows widget lists all the case systems you are a member of.
Tap on the button next to a case system to create a new case. In the case form, specify details such as the assignee, due by date, status, priority, and any other information. Tap Submit when you are done entering the details.
You can return to the main dashboard from any screen by clicking the Kissflow icon.
Managing your cases
To review all the cases in a case system, open one from the My workflows widget. Tap on these tabs to easily switch between the most frequently used cases:
- All - this is the default tab. All the cases in the case system are displayed.
- Assigned to me - all the cases that are assigned to you for action are displayed.
- Created by me - all the cases that you have created are displayed.
You can sort and filter all the cases that are displayed on this screen. Tap on the Filters button to apply a quick filter. All your custom filters are displayed here.
Tap Sort to sort the cases that are displayed in a tab.
You can also clone or delete cases in PWA. In the case form, tap on the More options button (), and then tap on one of the options. Copy link lets you copy the direct URL for the case, which you can easily share with others.
My tasks and My items
On the home screen, tap on the My tasks widget to view the list of cases that are assigned to you. Tap on any case to open the case form. Any changes that you make to the fields are auto-saved.
You can also add notes to others who are collaborating on cases. Notes support @mentions,emojis, attachments, and various formatting options.
Use the My items widget to view the list of cases that you have created. My items lets you quickly review the progress of your cases. Tap on Overdue to review any cases that have breached their due by date.