Add case status levels

The case manager comes with two status levels: Open and Closed. You can add other statuses that cases can be assigned to.

Task

  1. On the Cases pane, click the Open Case Management icon .
  2. On the Case Management view, click the Case Management Settings icon on the bottom toolbar, then click Add.
  3. Type a name for the status, then select if you want this status to be the default for new cases.
  4. Select if you want cases with this status to be shown in the Cases pane, then click OK.