With Pipefy’s Case Management Template, it is very easy to receive requests through the public form, enabling the user to quickly analyze the information and get in touch with the requester through automated emails.Use template now
See how this template is structured. As this is just an example, you can customize it.
- Case initiator
- Issue category
- Management change
- Due date
- Responsible team
- Should the case go beyond initial assessment?
- If not, what information is missing?
- Request ID
- Has the initiator sent an email with the required information?
- Correct information
- 1. Recommendations
- 2. Recommendations
- Quality Reviewer
- Perform the quality assurance for this recommendation.
- Should the case proceed to the following phase?
- Final checklist
- Solution sent to the initiator
- Initiator aware of solution
- Ready to archive
Trusted by 60k users, this could be the beginning of something great.Use this template