Add a List

Lists can be added using bullets or numbers. You can add a list to comments that have been added to a case from Task Manager, Checklists, the Comments panel on the case summary page, and directly to a task in the workflow. The user interface may be different, but the steps are the same.

1. Click the list icons to select a numbered list or bulleted list.

NOTE: Numbered lists are marked by a pound sign (#) and bulleted lists by an asterisk(*).

See Comment Fields for more information about the options available for comments.