On the Cases Grid page, you can review case records in a grid and manage individual or groups of cases based on your user role’s permissions. Access the Cases Grid page by clicking the Cases tab on the left sidebar. The main elements on the Cases Grid page are numbered in the screenshot below and descriptions are provided following the image.

1. Search button: click to enter text in the search box and the grid will pull all cases that (1) contain the text and (2) you have permissions to access (read Grids for details).
2. Cases Grid filters: you can filter the Cases Grid to narrow down the cases shown. The filters available by default are "Case Status", "List", and "Team". If you have created a list of cases or bookmarked cases in Case IQ, you can use the “List” filter to only show cases on your list or bookmarks. You can add more filters by clicking the Filter Menu button (), selecting the fields by which you want to narrow down the grid data, then clicking Done. The filter menu includes all case fields.
   1. When you click the "Case Owner" filter, you will see up to 20 users by which you can filter the Cases Grid. If your application has more than 20 user accounts, you will not see all users in this filter. Use the search bar in the Case Owner filter to find any users not shown by default.
3. Cases Grid: each row represents one case record in Case IQ. You will only see cases that you have permissions to access on the Cases Grid.
   1. To open the case in a new tab, click the "Case #" field (see View a Case's Details for more information on this page). 
   2. To preview a case without leaving this page, click the case's row and the pinned fields panel will open. Administrators can configure the pinned fields for your application, see Manage Panel Views for details. 
4. Add Case button: navigates you to the New Case form to add a case (see Add a Case In-Application).
5. Row options button: click to access the following additional options for a single case.
   1. Go to Case: open the case in a new tab.
   2. Preview: see additional case information in the pinned fields panel.
   3. Add Record: add a record to the case. This will open the form to add a new record in the panel, so you can add records without leaving the Cases Grid. You will only see the record types you have permissions to add to cases in the row options.
   4. Lists: add the case to an existing lists or create a new list.
   5. Reassign: reassign the case to another case owner. See Assign a Case for details.
6. Select cases: click the checkbox to select the case row and see the additional options below. You can select multiple cases simultaneously. 
   1. Add to Lists: add all selected cases to an existing list or create a new list to directly add the cases. You can create up to 100 lists.
   2. Re-assign: reassign all selected cases to another case owner. See Assign a Case for details.
   3. Export: use the “Export” option on the Cases grid if you only want to export a select number of case rows to a .csv file (read Grids).
7. Watchlist: click the star icon to add a case to your watchlist. Cases on your watchlist will have an orange star. You can filter the Cases Grid for cases on your watchlist using the “List” filter. 
8. Grid pages: navigate through the grid results using the page links below the grid. The number of records based on your filters and search criteria is shown at the right bottom corner of the page.