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Adding a checklist to a case category
Adding a checklist to a case category

How administrators can set up a checklist against a specific type of customer case

Written by Raymond Carrel
Updated over a week ago

Users with access to Settings should access:

Settings - Case Categories

This will take you to the Case Category Admin view.

This tool allows you to edit the properties of a case category or subcategory.

Here we expand a top-level category to access the sub-categories:

Click on a subcategory name, then the Check List Steps tab.

Here you can add, edit, remove and reorder steps.

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