Coordinate a case

A case assignee owns the overall matter; a task assignee owns a specific piece. Assignment does not grant access, so add the user to the case ACL first.

Prepare access before handing off work

For a client engagement, create the client team and choose a workspace participation pattern first. Share the case with that team, and check the client playbook’s access separately. Starting a case from a playbook version does not inherit its sharing.

Read the case’s current grants before replacing them; preserve unrelated collaborators and retain at least one editor. The commands below show the shape of a complete sharing update, not an additive grant. Confirm that the incoming contributor can open and edit the case before assigning work. The case and task assignees must be users with edit access and, for workspace-owned work, members of its owning workspace. Participation through a client workspace can provide team editing access without making that participant eligible for assignment in your workspace.

For an internal product investigation, create a separate case with internal team access. Link related work when useful, but do not share the customer’s entire case merely to explain an issue; choose the evidence that audience needs.

epismo case get <case-id-or-code>
epismo case access get <case-id>
epismo case access set <case-id> --access '{"visibility":"restricted","grants":{"<user-or-team-uuid>":"editor"}}' --lock-version <n>
epismo case assign <case-id> --assigned-to <user-id> --lock-version <n>
epismo case task create <case-id> --kind work --title "Verify totals" --assigned-to <user-id>

Append outcomes to a task or the whole case. Pin an approval to its subject record so the approved artifact is unambiguous.

Assign the approval task to the intended reviewer with --assigned-to. Without an assignee, any case editor can approve it. Confirm the reviewer has editing access and, for a workspace-owned case, belongs to its owning workspace before creating the task.

epismo case record append <case-id> --task-id <task-id> \
  --kind output --origin agent --content "..."
epismo case record append <case-id> --kind note --origin agent --content "..."
epismo case record update <record-id> --content "..."
epismo case record delete <record-id>
epismo case task create <case-id> --kind approval \
  --title "Approve result" --subject-record-id <record-id> --assigned-to <reviewer-user-id>
epismo report case get <case-id>
epismo report case generate <case-id>
epismo report case act <case-id> --report-id <report-id> --proposal-id <proposal-id> \
  --action create
epismo report case act <case-id> --report-id <report-id> --proposal-id <proposal-id> --action dismiss

The creator can update or redact their own record. Close every open task before completing a case. Closing as cancelled also cancels remaining open tasks.

Related guide

Work with clients