Introduction to cases
Kelli Hinteregger avatar
Written by Kelli Hinteregger
Updated over a week ago

Cases is our solution for case management. A case in Tines is a place where users can work together, comment, and track activity. Whereas a record is a structured way to capture data from a story. Records are often attached to cases as artifacts.

Some ways to apply cases include:

  • Facilitate, collaborate, and track incident response

  • Capture and store the actions taken across story runs for external audits

  • Analyze trends or common data points across stories

  • Identify what automations to build next

How to create a case in Tines

Elements of a case

The below table outlines the different elements of cases. For more on configuring cases, see our docs.



List view

View cases assigned to you, that are open, or all cases regardless of data or assignment.


A way of identifying the case, this is defined by you.


A unique identifier auto-assigned to a case when it is created.


At any point, you can set or change the severity of a case.


At any point, you can assign or change the tags associated with the case.


Assign one or multiple people within the team to the case. These individuals will see the case in assigned to me.


Use formulas, pages, checklists, tables, videos, and rich text formatting to describe the case and any relevant tasks/actions to take.


A view of every action taken on a case and who took that action; within the timeline, users can comment and share notes. The entire timeline can be filtered to focus on status updates, assignees, comments, attachments, or tasks.


Observables captured by your team across one or multiple stories which are then attached to a case

Cases are an add-on for Tines customers. All customers on a paid plan may opt into a one-time 45-day free trial. You can click here to opt-in automatically or talk to a member of our team to learn more.

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