Using the Resource Library

The CaseWyze Resource Library keeps reusable tasks and attachments in one place for your organization. Save standard instructions, reference links, and files once, organize them into groups, and add the resources you need to each case.


Open the Resource Library

Open the library from the sidebar and choose Tasks or Attachments. Each resource type has its own groups. Search for entries, expand a row to see details, or use Expand all. Resources belong to your current organization.


Create reusable tasks

  1. On the Tasks tab, choose Add Task.
  2. Enter a name and instructions. Both are required.
  3. Optionally add a website link and a friendly link name.
  4. Set defaults for Status, Calendar, Service, and Due in days as needed, then save.

Due in days is counted from the day the task is added to a case, using the workspace timezone. Enter 0 for that day, or leave it blank for no due date. Review the actual due date before adding the task to a case.


Upload reusable attachments

  1. Open Attachments in the Resource Library and choose Upload.
  2. Select the supported files you want to reuse and monitor their upload progress.
  3. Use Edit to update an attachment’s name and description.
  4. Use Preview or Download when your role permits it.

You can cancel uploads. To resume an interrupted upload, select the same file again. Files must be a supported type and between 1 byte and 5 GB.


Organize resources into groups

Create task groups in the Tasks area and attachment groups in the Attachments area. Select resources and choose Create Group, or create a group from its Groups tab. Give it a name, optionally add a description, choose its members, and arrange their order. Groups let you reuse a checklist or a collection of files together.


Add tasks to a case

  1. In the case’s Activities area, use the option to add from the Resource Library. This is also available in the Activities step during case creation.
  2. Select individual tasks, task groups, or both. Shared tasks are included once.
  3. Tasks already added from the library are excluded by default. Select Add another only when you want another instance.
  4. Review the tasks. Adjust dates, calendar, service, and status where permitted; assign tasks individually or assign all selected tasks to one person; remove any tasks you do not need.
  5. Add the reviewed selection to the case. You can add up to 500 tasks at a time.

If a calendar requires a due date or assigned person, provide those before adding the tasks. If a saved calendar or service is unavailable, choose an available option or None. Users without permission to change task status add tasks as To Do.


Add attachments to a case

  1. Open the case’s Attachments area and choose the option to add from the Resource Library.
  2. Select individual attachments, attachment groups, or both, then choose Review attachments.
  3. Review the files and remove any you do not need. Files already on the case and duplicate selected files are excluded.
  4. Review the visibility access group. If your role cannot change visibility, your role’s default group is used.
  5. Add the attachments and follow the copy progress. If interrupted, use Resume / retry remaining files.

Each selected file becomes an independent case attachment. You can select up to 500 attachments at a time.


Import tasks from CSV

In the Tasks area, choose Import CSV, then Download CSV template. Upload a CSV smaller than 1 MB containing 1–500 tasks, map the columns, and review every row. Name and instructions are required. Optional columns are link, link_name, status, and due_days. Status values are to_do, in_progress, blocked, completed, and cancelled; a blank status defaults to to_do. Correct row errors before importing. Edit imported tasks to set calendar and service defaults. CSV import is for tasks; use Upload for attachments.

Archive, restore, and check permissions

Use Edit to maintain resources and groups. Archive entries you no longer want offered for new case selections, and use the archived filter to find and restore them later.

Viewing and managing the Resource Library are separate permissions. Adding tasks also requires activity creation permission and access to the case. Previewing and downloading files requires download permission; copying attachments to a case requires upload and download permissions. If an option is missing, ask your organization administrator to review your role.


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