WORK SPACE ACCESS

One platform for all
your action items

Use your company code and account credentials to continue.

⌁

Welcome back

Company code Username Password

REQUIRED ACTION

Choose a new password

Your administrator issued a temporary password. Change it before continuing.

Temporary password New password

Use at least 12 characters. Your new password must differ from the temporary one.

WORK ITEM MANAGEMENT

Work items

Pick available tasks or continue work already assigned to you.

Filters and sorting

Work-item type Status Work-account email Sort by Direction Page size Include completed work

NumberSubjectSenderWork itemStatusLast updatedActions

Tenants

Create companies and maintain their login codes.

Create tenant

Company code Display name

Tenant is active and users may sign in

Work item definitions

Define CASIQ-wide status graphs or override them for one tenant.

Create work item

Scope Tenant Type code Display name

Available for work accounts

Required statuses

AWAITING_FIRST_RESPONSE · READY_TO_PICK · IN_PROGRESS · AWAITING_CUSTOMER_RESPONSE · CANCELLED · COMPLETED

These statuses are added automatically to every work item.

Directed transitions One per line: FROM | TO | Label

Workflow assignments

Assignments are grouped by work item and then by status or transition.

Assign workflow activity

Tenant Work item Assignment type

Status or transitionSelect one or more

UserSelect one or more

Status ownership allows the user to perform every outgoing transition from that status. A transition assignment allows only that activity.

Work accounts

Map this tenant's Google or Microsoft 365 inboxes to work items.

Create work account

Tenant Email address Email provider Work item

Users

Create and edit accounts or reset temporary passwords.

Create user

Company code Username First name Last name Role Temporary password

Edit user

Company code Username First name Last name Role User is active and may sign in

Role
Status: Active

Change password

Update the password for your current account.

Current password New password

WORK ITEM

Communication history

Reply to sender

Add files to this email

Work item type

Type

The current status is preserved. Available actions and access will follow the selected type.

Documents

Add internal document

Internal notes

Add a note

One platform for allyour action items

Welcome back

Choose a new password

Work items

Tenants

Work item definitions

Workflow assignments

Work accounts

Users

One platform for all
your action items