Add a Workbook in Case Story
You use workbooks to help you organize items in your case. You can add a workbook to a case using the Workbooks Explorer.
To add a workbook to a case from the Workbooks Explorer, follow the steps below:
- Click on the Workbooks icon.
- On the Workbooks Explorer, click the Add button.
- On the Add Workbook dialog:
The Workbooks Explorer appears.
The Add Workbook dialog appears.
Name – Enter the name for the new workbook.
Color – Select the workbook color.
Last Revision: 8/3/2022