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Steps to Add a New Case Type
Step 1: To add a new case type, simply click on the Gear icon and select the Project Settings option from the drop-down menu.
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Once you click on the Save button, the new case type will be displayed on the screen.
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Steps to Edit a Case Type Name
Step 1: To edit a case type name, click on the Pencil icon for the case type that you want to edit and enter the new name for the case type. Finally, click on the Save button.
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Steps to Reorder Case Types
Step 1: To reorder case types, all you need to do is click on the Reorder button.
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Step 2: Drag and drop the case type using the drag handle icon for the case types that you want to rearrange. Finally, click on the Done button.
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Steps to Archive Case Types
Step 1: To archive the case type, all you need to do is click on the Archive button for the case type that you want to archive.
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Cases with Archive types continue to show the Archived type in the case details. But in the History tab, users can see that the type has been archived. An example is shown below.
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Steps to Delete Case Type
Step 1: To delete a case type, click on the Delete button for the case type that you want to delete.
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