Let's review
You've now explored:
How to create and use case templates to standardize recurring workflows and ensure consistency.
How to organize cases using case groups to improve visibility and control access across teams.
How case permissions and roles work to ensure appropriate access and accountability across your organization.
These administrative features help your team stay organized, maintain consistency, and ensure the right people have access to the right cases at the right time.
Next up
We’ll explore the Cases and records module, where you’ll learn how to extend case functionality by connecting it with records to capture richer data and track historical information.