The Case Board is where you manage and track the services provided for a case. The content shown on the Case Board depends on the template assigned to the case.
When a case is first created, the Case Board displays the selected programs only from the case management details panel > Case Programs. Activities will not appear until they are added.
Programs displayed on the Case Board are role-based. Only users assigned to the required program role can view and access that program on the Case Board.
Adding Activities to the Case Board
Activities are added to the case board manually by users by clicking on “+” icon.
The case board updates automatically as activities are added, updated, or completed.
Quick overview of the activities:
- Track active and upcoming services
- Monitor worker assignments
- Review case progress statuses at a glance
- Identify overdue or urgent activities
- Review checklist completion
- Schedule appointments
Viewing and Managing the Case Board
The Case Board includes filters to help customize what you see:
Search: Use the search icon to find specific activities on the board.
Programs: Show or hide programs as needed.
Workers: View only activities assigned to a selected worker.
Status: Filter activities based on the activity statuses.
Activity Count Selector: At the bottom of the Case Board, each program displays 10 activities by default. To view additional activities, select a higher number from the activity count selector. You can view up to 90 activities at once per program.