How can I arrange my cases in collections?

Organizing your cases in collections enhances your ability to access and manage related cases efficiently. This guide will walk you through the process of adding and arranging your cases within collections, building upon the foundational practices outlined in our Intro to Collections article.

Steps to Add and Arrange Cases in Collections

1. Navigate to the Case Page:

   • Open the case you wish to add to a collection by selecting it.

2. Add Case to a Collection:

   • Locate the "Add to Collection" button positioned at the top right of the Case Page. This prominent placement ensures easy access while managing case details.

     

   • Click on this button, and a dropdown menu or a selection window will appear, listing all your existing collections. Select the collection you want to add the case to. If the case needs to be added to a new collection, you may have the option to create one directly from this menu.

     

3. Organize Cases Within the Collection:

   • After adding cases to a collection, you might want to organize them by priority, date, or any other relevant criteria. While direct reordering within a collection may need to be done from the Collections Page, the initial addition is managed from each case’s individual page.
   • To edit or reorder the cases in a collection, navigate back to the Collections under the "Cases" tab and adjust as needed.