Case board Overview:
The "Case Board" is where you manage and track the services that you provide to your clients. The available content of the Case Board comes from the template that was assigned to the case / client. When a case is first created, the case board will show the available programs but not have any activities added. (shown below).
Activities can be added as the service need arises for the client or to plan ahead for a future service need. Once activities are added, they will show on the board like this.
For more information on adding activities you can visit this support page 01. How to Add Activities to a Program from within a Case
Viewing the Case Board
There are several tools on the page that will help you manage your view of the board as needed.
Search: Clicking the search icon will allow you to search all activities.
Programs: This will allow you to adjust the visibility of Programs on the Case Board.
Workers: This will allow you to adjust the visibility of the activities based on the workers selected.
Status: This will allow you to adjust the visibility of the activities based on the status of each activity.