You can organize cases in Case IQ using lists or adding cases to your "bookmarks" (previously called "favorites"). After bookmarking cases or creating a list, you can filter for your bookmarked cases or cases on a list using the “List” filter on the Cases grid (see Cases Grid Page). Your bookmarked cases will also be displayed on your Home view (see Case IQ Home View).

Adding Cases to Lists and Creating Lists

You can create lists of cases or add cases to existing lists from the Cases grid: 

1. Click one or more row checkboxes to select cases.
2. Click the Add to Lists button in the grid header.
3. In the "Add to Lists" pop-up, you can select an existing list or create a new list to which to add the cases:
   • If you're adding to an existing list, search for the list using the "Search List by Name" box. Select the lists to which you want to add the cases, then click the Apply button.
   • If you want to create a new list for the cases, click the Create New List button. Type a name to call your list in the "Name" field and click the Save button. Your new list will now appear in the "Add to Lists" pop-up search results, so you can select the list and click Apply.

You can also add cases to lists one at a time on the grid:

1. Hover over the rightmost column of one case row in the grid.
2. Click the ellipses (...) button.
3. Select "Lists". 
4. Check the lists to which you would like to add the case or click Create a New List.
   • If you decide to add the cases to a new list, the "Create New List" pop-up will be displayed, where you can enter a name for the list and click Save. Then, you can select the new list in the grid menu.
5. Click Apply.

Add Cases to your Bookmarks

Bookmark cases by clicking the star icon on either the Cases grid or a Case's page. An orange star denotes a bookmarked case. 

Manage Lists and Bookmarks

To view and manage your lists and bookmarked cases, click the "Lists" option in the Account Settings menu in the top bar. In the Lists grid, click the list you want to view or edit.

On a list's page you can:

• View all list cases on a grid (see Cases Grid Page for Cases grid features).
• Click the Edit button to update the list's name.
• Click the Delete button to remove the list. Deleting a list has no impact on case data, but the list will no longer appear as an option when reviewing items on the “Add to Lists” pop-up on the Cases grid. 
• Remove cases from the list using one of the following methods:
  • Select one or more cases in the grid and click the Remove from list button in the grid options.
  • Hover over the rightmost column of one case row in the grid, click the ellipses (...) button, then select "Remove from list".

Similar to a list's page, on your bookmarks page you can:

• View all list cases on a grid (see Cases Grid Page for Case grid features).
• Click the Delete button to remove all cases from your bookmarks. The bookmarked list will not be deleted and you can still bookmark cases.
• Remove cases from your bookmarks using one of the following methods:
  • Select one or more cases in the grid and click the Remove from list button in the grid options.
  • Hover over the rightmost column of one case row in the grid, click the ellipses (...) button, then select "Remove from list".