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INSZoom - Add Status & Reminders/Step to a Case

This article will guide you on how to add reminders/steps to a case.

Add Status & Reminders/Step to a Case

Petition templates contain predefined steps and they can be customized to fit your needs.

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  1. Navigate to the 'Case Info' page of the case you wish to alter. Under the 'Communication' section, click on 'Status & Reminders/Steps'.
  2. A page with detailed case steps will be displayed.
  3. Choose ‘Add New’ from the drop-down near the top of the page and click the arrow next to it.

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  1. A new window will open - ‘Step Name’ and ‘Est./Reminder Date’ are required fields.
  2. Enter required information and click ‘Save’.

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