Configuring a case workflow

Last updated: April 7, 2026

Case workflows define the stages a case can go through, from creation to a decision. You can configure workflows to represent your business processes.

Before configuring a case workflow: 

  1. Log in to Mesh. 

  2. Go to Settings. 

Case workflow structure:

A case workflow has three types of stages:

  1. Initial: A case will always start here, with only one initial stage per workflow. 

  2. Review: The case moves through various review stages as it progresses through the workflow. 

  3. Decision: The final stage, where the case is closed.

Each case type has its own case workflow, that can be modified independently. 

For more details see:

Viewing a case workflow



Additional configuration options:

  • Rename stages: Align stage names with your processes.

  • Reorder stages: Adjust the stage order to fit your workflow needs.

For more details, refer to the respective help articles: