---
title: How to Create and Assign a Case
description: "## **Overview** Cases in DigiCase represent issues, complaints, or service requests. Creating and assigning them properly ensures accountability and timely resolution. --- ## Step 1: Create a New Case 1. Log into your DigiCase dashboard. 2. From the sidebar, click **Cases…"
url: "https://digicase.io/docs/how-to-create-and-assign-a-case/"
updated: "2025-08-23"
category: 📂 Using DigiCase
---

# How to Create and Assign a Case

## **Overview**

Cases in DigiCase represent issues, complaints, or service requests. Creating and assigning them properly ensures accountability and timely resolution.

---

## Step 1: Create a New Case

1. Log into your DigiCase dashboard.
2. From the sidebar, click **Cases → New Case**.
3. Enter required details:
   - **Case Title** – short summary of the issue.
   - **Description** – full details.
   - **Category** – e.g., Customer Complaint, IT Incident, Donor Request.
   - **Priority Level** – Low, Medium, High, Urgent.

---

## Step 2: Attach Files (Optional)

- Upload screenshots, PDFs, or related documents.
- Max file size: 10MB per file.

---

## Step 3: Assign the Case

1. In the **Assignment** field, select:
   - A specific team member (Agent).
   - A team/department (e.g., IT, Customer Service).
2. Define **due date** if applicable.
3. Click **Save & Assign**.

✅ **Tip:** Use intelligent auto-routing rules (available in Pro & Enterprise) to auto-assign based on category or SLA.