Skip to main content

Case Templates & Types

Case Templates define the structure and required fields for different types of cases. They ensure consistent data capture and streamline the case creation process.

What are Case Templates?​

Templates are predefined forms that set:

  • Required fields — Must complete before creating case
  • Optional fields — Additional information (optional)
  • Field validation — Rules for data entry
  • Default values — Pre-populated information
  • Help text — Guidance for users

Using Templates​

Creating a Case from Template​

  1. Click New Case button
  2. Select appropriate template
  3. Fill in required fields
  4. Optional: Add more information
  5. Submit to create case

Template Selection​

Choose based on:

  • Case type (Bug, Feature, Support)
  • Process workflow (Contract, Compliance)
  • Department (HR, Legal, IT)

Template Library​

Access templates in:

  • Case creation dialog
  • Project Settings → Templates
  • Templates section in main navigation

Each template shows:

  • Template name
  • Description
  • Fields included
  • Creation date
  • Usage count

Predefined Templates​

Avikto includes templates for:

  • Customer Support — Standard support case workflow
  • Bug Reports — Technical issue tracking
  • Feature Requests — Product enhancement requests
  • HR Requests — Human resources workflows
  • Legal Review — Legal department processes
  • Compliance Check — Regulatory requirements

Best Practices​

  • Use templates consistently across team
  • Keep templates updated as processes change
  • Review unused templates periodically
  • Train team on appropriate template selection
  • Document required fields clearly

See Also​