How do I Customize Default Assignee for Cases?

Updated on September 11, 2020 07:20AM by Admin

The Cases App of Apptivo allows you to assign the cases to a default employee or team automatically. This can be achieved easily from the Settings page of Apptivo.

Steps to Customize Default Assignee

  • Log in and access Cases App from your universal navigation menu bar.
  • Click on the "More" icon and select “Settings” located at the app header bar.
Cases App

  • In the Settings page, go to Cases → Default Assignee from the left navigation panel.

  • By default, the cases are assigned to the employee who creates it. To change the assignee, click the change button.
  • Search and Select popup will come into view. Here, you can choose an employee or a team as a default assignee.
Search and Select

  • Here, an employee is selected and the changes are saved automatically.
Default Assignee Added

  • While creating a case, the Assigned To field will have the default assignee name configured in the settings page.
Create Case

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