Adding a Case
From any page in Plannr, select the Cases tab.
From here, choose Add New. The following modal will then appear.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-06-at-143844_bwk2sj.png)
Add in the case details, including the Name and the Clients involved in the case.
Select Save when completed.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-06-at-143919_zb3t5y.png)
Once saved, you'll be taken straight to the new case page!
From here, choose Add New. The following modal will then appear.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-06-at-143844_bwk2sj.png)
Add in the case details, including the Name and the Clients involved in the case.
Select Save when completed.
![](https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-06-at-143919_zb3t5y.png)
Once saved, you'll be taken straight to the new case page!
Updated on: 06/10/2023
Thank you!