Create and edit statuses
You can add new statuses or edit existing ones to better reflect your workflow.
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Click on Data management in the left menu.
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Open the Statuses section.
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Add a new status or click an existing one to rename, change color or change its translation. (You can translate status names into all languages you use in your channels, as well as the case categories.)
New custom statuses can only be added to the Open status group. Custom statuses can't be added to New or Closed status groups.
Change status order
You can reorder custom statuses to reflect your preferred process steps. Just drag and drop to update the sequence.
Deleting a custom status
If you want to delete a custom status:
- Click the delete icon at the end of the status line.
- You'll be asked to select an alternative status to reassign all associated cases.
At least one status must remain in each status group (New / Open / Closed).
