What are Case Types?

Case types allow you to classify your cases or projects. You can see those classifications to add automation on those specific case types.

Benefits of Case Types

• Streamlines processes and gets rid of any confusion that might occur.
• Automatically assigns relevant people to all cases of the same type via After actions in the settings tab of the admin panel.

How do you create custom Case Types?

• Login to your CaseActive account.

• Click the Admin button corresponding to the hub you use to create case types.

• Now click on Settings.

• Then click on the Custom Fields button under the main menu.

• Here are all the fields for the case form. Now click on the edit button.

• Type the name of the category you want to create in the text box under options.

• Afterwards, click Add and then press Save.

Note: You can create as many case types as you need for your project.