Configure your Cases processes

Learn how to configure your Kanban boards and processes with Laylah

Here's how administrators can easily create Kanban boards to manage multiple processes and facilitate the management of customer cases.

Create the process to define the steps of the Kanban board

Process statuses define the columns of the kanban board.  You can define their order as well as one of the 3 following categories:

• To do
• In progress
• Done

Dossiers that are To Do or In Progress will be visible at the top of the contact file, while those that are Done will be visible in the contact file history.

Here's an example of an insurance process:

Here's how to create a simple process:

Create Case types for each process

Each process can have several cases types, and each case type can have its own task template.

Create a case type

Here's how to create a case type for the Operations process:

Create a task template for a case type

Here's how to create a task template for the Annual follow-up case type:

Et voilà! 

All you have to do is create your own Kanban boards and processes.