Case Management

Template

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
template store defaut

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

Recommendations

  • 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

Finished

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: