Case statuses

In the Case statuses card, 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 reflected in:

  • The Status field dropdown in the Cases table

  • The top bar of the individual case page

After making changes, scroll down and click Save!

Stale Days

Define the number of days that must pass without the case being finalized for it to be classified as "stale" and subsequently factored into the Stale Cases statistics on the Dashboard.

After making changes, scroll down and click Save!