Docs
Process Boards and cases
Phases, assignment, rules and alerts.
- Move cases between phases4 minOn a Process Board every column is a phase of your work. Move cases as they progress, open them to see the answers and their score, and decide what happens when a case reaches a phase.
- Assign cases to your team5 minAssign a case by hand from the case itself, or let ioZen hand out new cases with rules by country, channel, Intake Bot, board or score.
- Your team works its cases4 minYour team members open ioZen on “My cases”, with their new cases first, their boards and their reports, and reply from the inbox without the tools for building.