Case WorkspacesΒΆ

Case workspaces are a special type of workspace which help teams to manage a shared work load with discreet milestones. You can configure a case workspace with a set of tasks and milestones and then re-use that configuration for new projects. You can also decide who is able to work on particular tasks during each milestone and notify workspace members when a particular milestone has been reached.

Let’s step through the process of creating and using a case workspace.

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Select “Case Template” as the workspace type.

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Note

Your Quaive site may have a selection of different pre-configured case workspaces available under the ‘Special workspace’ section.

Fill in the details and create the workspace.

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On the case workspace you will see an overview of the tasks and milestones for this case workspace.

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Please click on the tasks icon in the sidebar to configure additional tasks.

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Let’s create a new task to add members to the case workspace. Please click the button to add a new task to the “New” milestone.

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You can add an assignee and a due date.

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You will also see the assignee and due date on the case workspace.

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You can now add complete the task by adding a team member. This works in exactly the same way as a normal workspace, using the Members settings.

There are two ways to mark a task as complete.

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You can now see that the task is complete.

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Once all the tasks for a milestone are complete, you can close the milestone and move on to the next one.

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You can now see that the milestone is closed, you can also reopen it from the task sidebar.

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