🚀 Case Management is Coming Soon!
This feature is currently in Closed Beta and limited to select partners. We'll keep you in the loop as we work toward a wider release.
Overview
One of the most powerful aspects of Cases in Case Management is their ability to act as containers for related work. A Case doesn't replace your existing tools for Tasks, Conversations, Appointments, or Documents — instead, it brings them together in a single view so you can track all the work associated with a student's issue in one place.
This article explains how to link (relate) and unlink objects to and from Cases, and what each type of related object looks like within the Case detail panel.
Cases can relate to the following object types:
Alerts
Tasks
Conversations
Appointments
Documents
How Relating Works
When you relate an object to a Case, you're creating a link between them. The related object keeps its native behavior and remains accessible in its original module (e.g., a Task is still visible in the Tasks module). It simply becomes "case-aware" — visible within the Case detail panel for context and coordination.
🧠 Good to Know: An Alert can belong to only one Case at a time. Tasks, Conversations, Appointments, and Documents do not have this restriction.
How to Relate Objects to Case
From within the Case — using the tabs in the Case detail panel to relate existing objects or create new ones.
Coming soon: From the object's native module — for example, relating a Task to a Case from the Tasks module.
🔒 Permissions & Visibility: Related objects respect the permissions and visibility groups already configured in Element451. Users will only see related objects they have access to. For example, a user without Conversations permissions will not see any conversations related to a case, even if they have access to the case itself.
Relating Objects from the Case Detail Panel
Each tab in the Case detail panel (Tasks, Conversations, Appointments, Documents) provides two options for adding related objects:
Relate existing — search for and link an object that already exists in Element451
Create new — create a brand new object and automatically link it to the Case
You can also use the + button in the top right corner of each tab to add objects.
Alerts (via Information Tab)
Alerts (via Information Tab)
Linked Alerts appear in the Information tab of the Case detail panel, in the Alerts section. The table shows each Alert's Name, Type, Due Date, and an action menu.
Alerts are typically linked to Cases through the escalation process (setting an Alert's resolution to "Escalate to Case"). However, you can also manually relate an existing Alert to a Case.
⚠️ Important: Each Alert can only be related to one Case at a time. You can un-relate an Alert from a Case if you need to re-review or relate it to a different Case.
Tasks
Tasks
The Tasks tab displays a table of related Tasks with columns for Task, Reviewer, Due Date, and Status.
From this tab, you can:
Relate existing Tasks that have already been created in the Tasks module
Create new Tasks that are automatically linked to this Case
Related Tasks retain their full functionality in the Tasks module. Changes made in either location are reflected in both.
Conversations
Conversations
The Conversations tab shows Conversations linked to this Case. You can relate existing Conversations or create new ones.
This is particularly useful for tracking communications related to the Case — for example, outreach emails, follow-up messages, or check-in threads with the student.
Appointments
Appointments
The Appointments tab displays a table of related Appointments with columns for Starts at, Duration, Reviewer, Location, and Status.
Relating Appointments to a Case is helpful for tracking advising sessions, counseling meetings, or other scheduled interactions that are part of the Case work.
Documents
Documents
The Documents tab shows Documents linked to this Case. You can relate existing Documents or upload new ones.
Use this tab to centralize supporting documentation — for example, incident reports, accommodation letters, or academic plans.
Unlinking Objects from a Case
To remove the relationship between an object and a Case, use the action menu (⋮) on the related object's row within the Case detail panel.
Unlinking an object does not delete it — it simply removes the connection to the Case. The object continues to exist in its native module.