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 a few filters on the page that will help you manage your view of the board as needed.
Search: Clicking the search icon and entering the desired Activity will filter the case board accordingly.
Programs: This filter will allow you to Hide/Show the Programs on the Case Board accordingly.
Workers: This will allow you to filter only those Activities assigned to the selected worker.
Status: This will allow you to filter the Activities according to the selected Status.