I'm looking for a way to document the steps that a person should go through when a case of a particular type is opened.
My steps are something like this:
- Have the person fill out this form
- Have them sign this document
- Send them this email. Capture their reply.
- Send them this other email. Capture their reply.
I tried using the CiviCase timeline feature, but it does not seem to let me capture more than, say, "email". I really want more detail in the step description, but I don't want to turn every single one of our template emails into a separate activity.
I would be very happy to just use repeated "email" items in the case timeline if I could put a description somewhere of what email to send, for example. I could not find a way to do that?
The other thing I tried is just putting the task list in the description field of the case type. That failed due to field length restrictions.
Does anyone have suggestions?