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Configuring company case types
Configuring company case types
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Written by Enrico Fuentes
Updated over a week ago

Workia has a wide range of case types pre-installed. You probably won't need them all, so here is how to hide the ones you wont use

Show/Hide case types

Click on your Profile to access the Settings then select Case Type Settings.
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Another way to access this is to click on Settings. From there, click Manage on the Case Type Settings card.
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The Case Type Settings will list all the available case types and its associated settings.

Enabling and disabling a case type

To enable or disable a case type, click on the toggle button by the case type item.
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πŸ’‘Note: Toggling on and off a case type will automatically save it!

πŸ’‘Note: If you toggle as case type off, you cannot create new cases of that type, but your existing cases will survive.

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