Set up Default Phases for a Type of Case
  1. Select Admin > Entity Definition > Types.

  2. Choose a type of case from the Selected panel.

  3. Select Edit.

  4. Select the Options tab.

  5. To choose which phases you want automatically included in new cases, move phases from the Available panel to the Selected panel.

  6. Save your changes.

    Regular users will see these phases when they create a new case for this type of case note.