Add Status & Reminders/Step to a Case

Add Status & Reminders/Step to a Case

Petition templates contain predefined steps and they can be customized to fit your needs. Here's how to add reminders/steps to a case.

Navigate to the 'Case Info' page of the case you wish to alter. Under the 'Communication' section, click on 'Status & Reminders/Steps'.

A page with detailed case steps will be displayed. Choose ‘Add New’ from the drop-down near the top of the page and click the arrow next to it.

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