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How do I label and filter cases?

Modified on: Wed, 16 Oct, 2024 at 4:26 AM

To organise cases, up to 10 labels per monitor can be created by any user. Creating and assigning a label allows any user to filter cases with those labels. Each case can be assigned 10 labels. 

 

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The quickest way to create and assign labels is to switch to the 'list view' and select the cases you wish to create and/or assign a label for. Then, use the downwards arrow next to the checkbox on top of the list, to choose the Assign/unassign label. Pick a label or multiple labels or create a new label to assign. 


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Filtering labels and case types can both be done from the list view and the card view. The card view adds an additional option to filter on favourite cases and cases created by the user. 

 

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