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32 changes: 30 additions & 2 deletions content/en/service_management/case_management/customization.md
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title: Customization
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description: Customize Datadog Case Management with custom case types and attributes.

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'description: Customize Datadog Case Management with custom case types and attributes.' should use sentence-style capitalization.
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further_reading:
- link: "service_management/case_management/"
tag: "Documentation"
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* Enable targeted automation
* Conduct more granular analytics and reporting

##### Create a custom case type
### Create a custom case type

1. Navigate to [**Settings > Shared Settings > Case Types**][2].
2. Click **+ Create Case Type**.
3. Provide a **Name** and an optional **Description**.
4. Save your new case type.
5. (Optional) See the [custom attributes section](#custom-attributes) of this page to add custom attributes.

##### Enable a custom case type
### Enable a custom case type

After you create a custom case type, you must explicitly assign it to each project where it should be available. Follow the steps below to enable your new case type within a specific Case Management project.

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* Number
* Choose whether to allow multiple values for this attribute.

## Custom statuses

Case Management supports customizable case statuses. By default, cases move through Open, In Progress, and Closed. You can add additional statuses to represent reviews, handoffs, or other workflow steps.

Custom statuses help you:
- Standardize how work moves through each stage of a case lifecycle.
- Reflect reviews, handoffs, and intermediate states.
- Improve reporting and automation by aligning statuses with your processes.

### Create a custom status

1. Navigate to [**Settings > Shared Settings > Case Types**][2].
2. Select the case type you want to update.
3. Scroll to the **Statuses** section.
4. Add a new status under one of the three existing status groups: **Open, In-Progress,** or **Closed**.
5. (Optional) Set a new **default status** for each status group. Default Statuses are used in automations as the preferred statuses for the group when exact status names are not provided.

<!-- \[Screenshot here\] -->

* Each status group (`Open`, `In-Progress`, `Closed`) must contain at least one status.
* You can delete an existing status, but you must first migrate any cases currently using that status to another status in the same group.

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* Custom statuses behave exactly the same as Datadog's built-in statuses.

## Further reading

{{< partial name="whats-next/whats-next.html" >}}
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