Sometimes it is useful to use previous cases as a template. This allows you to copy a previous case and it's tasks to a new case with the click of a button. Some examples for using a previous case as a template are:
- Onboarding activities - Operational case to do a certain tasks - Account activations
Assigning a case as a template
We recommend creating a blank case and designing it exactly how you want it rather than using an existing customer case. This makes sure you create the case exactly how you want it for the template.
When you run this template within the Case Creation or Case View, a new case will automatically be created based on the case defined.
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