Related information
Use stages to define the high-level phases for a case type. Each case enters these stages as part of the life cycle process.
Click + Stage to append a new stage to the end of the life cycle.
The Create, Open, and Resolved stages are provided by default to get you started.
Replace the default text with a short name that describes the current state of the case.
For example, your Purchase Order case can be in the Review stage while a manager approves the quantity and prices of items.
Repeat steps 1 through 2 to create multiple stages. As a best practice, create three to seven stages per case type.
After you finish running the case type wizard, you can reorder stages by using Case Designer.
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