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:

1. Click on the Workbooks icon.



The Workbooks Explorer appears.



2. On the Workbooks Explorer, click the Add button.



The Add Workbook dialog appears.



3. On the Add Workbook dialog:

• Name – Enter the name for the new workbook.

• Color – Select the workbook color.

4. Click the Save button.

 

Related Topics

Edit a Workbook in Case Story

Remove a Workbook in Case Story