Cases toolbar & shortcuts

Cases |

Cases now includes a convenient toolbar that puts essential actions at your fingertips. Within the toolbar, you can:

  1. Add a case block

  2. Review closure conditions (and the soon to be released "case tasks")

  3. Run case actions

  4. Update case fields

  5. Review linked cases

  6. Start a Workbench chat

Each action can also be triggered with keyboard shortcuts (press SHIFT + ? to see the full list).

Additionally, case metadata is now included as a hidden block in your case table of contents. You can optionally show it and reposition it within your case structure like any other block.

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