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Creating a Case Folder

How to create and organise case folders in MYBOS Building Manager to manage cases more efficiently.

Folders are one way to organise cases and provide additional layer of structure beyond status, priority, or type. This allows you to group cases with different statuses, priorities, and types within the same folder.

Learn How to Create and Organise Cases Below:

 

Step-by-Step Walkthrough

Step 1: In the MYBOS Building Manager Dashboard go to Cases on the left hand side

Step 2: Navigate to the Folders dropdown menu below the Cases tabs 

Step 3: Click Create New Folder 

Step 4: Enter the name of your folder and click Add 

Step 5: To move cases in your newly created folder, click the checkbox on the left hand side of the case.

Step 6: Above the Cases list, four icons will appear. Click the Folder Icon to select which folder to move the case to. 

Step 7: Select your newly created folder and click Save. The Cases will now appear in both the default screen and their respective folder.