---
title: "Work on a Case"
slug: "work-on-a-case"
updated: 2025-02-10T21:43:09Z
published: 2025-02-10T21:43:09Z
canonical: "docs.processmaker.com/work-on-a-case"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Work on a Case

Cases you have started or are participating in can be accessed from the following locations:

- The [**Participant Welcome Screen**](/v1/docs/participant-welcome-screen)
- The [**Process Launchpad**](/v1/docs/process-launchpad)
- The [**Cases Page**](/v1/docs/view-cases-1) (shown below)

![My Cases(1)](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/My%20Cases(1).png)

From any of these locations, you can view a case by clicking on the **Case#** or **Case Title**. This provides a comprehensive overview of the case, including in-progress and completed tasks, the in-flight process map, attached files, and case history. If the process includes alternative workflows, you can also view all associated requests.

![Open Case](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Open%20Case.png)

> [!NOTE]
> The **Details** and **Comments** panel on the right can be opened or collapsed using the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/afd999e7-2364-4289-945b-9d3193120a85.png) icon, providing more space to view processes.

## View Tasks in a Case

All in-progress tasks in a case display in the **Tasks** tab. Follow these steps to complete a task:

1. Click on the **Task#** or **Task Name** to view its form.
2. Complete the form as needed and submit it.

For more information on task management, refer to [Tasks](/v1/docs/tasks).

![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Case Opened.png)

---

## Case Overview

The **Overview** tab provides a graphical representation of the current case status, with completed and in-progress tasks highlighted in different colors for easy, at-a-glance status updates. For more information, refer to [Case Overview](/v1/docs/case-overview).

![Case Overview(1)](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Case%20Overview(1).png)

---

## Case Summary

The **Summary** tab displays all case variables and their values. This information is read-only and is provided for reference purposes only.

![Case Summmary](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Case%20Summmary.png)

---

## Completed Tasks and Forms

The **Completed & Forms** tab lists all completed tasks within the case and their associated forms.

- Click the arrow next to a task to preview its form.
- Click the task name to open the form.
- Use the print icon to print a form.

![Case completed and form](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Case%20completed%20and%20form.png)

---

## File Manager

The **File Manager** tab displays all files attached to the case. Files can be previewed and downloaded directly from the File Manager. For more information, refer to [File Manager](/v1/docs/file-manager).

![Case File Manager](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Case%20File%20Manager.png)

---

## Case History

The Case History tab provides a chronological record of all events in a case. It includes detailed information about when each task was completed and by whom.

![Case History](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Case%20History.png)

---

## Requests

If a case has multiple requests, the **Requests** tab will be displayed. This tab allows you to view all requests associated with the case and click on any request to view its details. For more information, refer to [Requests](/v1/docs/requests).

![Case requests](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Case%20requests.png)

##