Built in response to a customer request, the Resource Library is now available in CaseWyze. Keep reusable tasks and attachments together, then bring the resources you need into each case.
- Reusable tasks: save instructions, reference links, and defaults for status, calendar, service, and due dates.
- Reusable attachments: upload files once, maintain names and descriptions, and preview or download them when permitted.
- Groups: organize tasks and attachments into separate groups for repeatable checklists and file collections.
- Case setup: select individual resources or groups and review them before adding. Shared tasks are included once; files already on a case are skipped. Copied files become independent case attachments.
- Library management: search, import task lists from CSV, and archive or restore resources.
Open the Resource Library from the sidebar and choose Tasks or Attachments. Access and available actions follow your organization’s permissions.
Learn how to use the Resource Library
Shipped feature request · Completed roadmap item