Case statuses management

In the Management tab under Settings, you can tailor how case statuses appear and function to better align with your workflow:

• Create custom case statuses to reflect your team's specific processes

• Remove unused statuses to keep the list clean and relevant. Only statuses that are not currently assigned to any case can be removed.

• Rearrange the order of statuses by drag-and-drop to match your preferred case interpretation flow. The updated order is refelected in:

  • The Status field dropdown in the Cases table

  • The top bar of the individual case page