Case Management


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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Case initiator
  2. Email
  3. Issue category
    • Technical
    • Supply
    • Resources
    • Processes
    • Management change
  4. Due date
  5. Attachments

Initial assessment

  1. Responsible team
  2. Priority
  3. Should the case go beyond initial assessment?
    • Yes
    • No
  4. If not, what information is missing?
  5. Request ID

Information analysis

  1. Has the initiator sent an email with the required information?
    • Yes
    • No
  2. Correct information


  • 1. Recommendations
  • 2. Recommendations

Quality assurance

  1. Quality Reviewer
  2. Perform the quality assurance for this recommendation.
    • Done
  3. Should the case proceed to the following phase?
    • Yes
    • No

Submit solution

  1. Final checklist
    • Solution sent to the initiator
    • Initiator aware of solution
    • Ready to archive


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