Comment on page

Cases

Case assignment.

When creating cases, you can launch: 
└── Tasks
    └── Time
Airdesk helps you to control or respond to the following situations: 
Problems with a project. 
Errors to rectify. 
Modifications to make. 
Case Fields
In order to control cases with accuracy, it's important that you fill out the fields of the case presented in the table below: 
Field Name
Description
Associate to
You can associate it to a client, contract, task, business, among others. 
Contact 
The information of the contacted person. 
Entry
System entry date. 
Title
​
Description  
Contract description. 
Company 
 Assign the contact to one of your companies. 
Pipeline 
Which pipeline will it be associated with. 
Status
What is the status of the pipeline. 
Department / Team
Who has access to the projects’ data.  
Assigned to 
To whom the contract is assigned internally. 
Followers
​
Location and Address 
Place where the case will be executed.
Attachments 
Relevant attachments to help with case resolution. 

Projects

Tasks

Last modified 2yr ago

Field Name	Description
Associate to	You can associate it to a client, contract, task, business, among others.
Contact	The information of the contacted person.
Entry	System entry date.
Title
Description	Contract description.
Company	Assign the contact to one of your companies.
Pipeline	Which pipeline will it be associated with.
Status	What is the status of the pipeline.
Department / Team	Who has access to the projects’ data.
Assigned to	To whom the contract is assigned internally.
Followers
Location and Address	Place where the case will be executed.
Attachments	Relevant attachments to help with case resolution.