Feature available on CASEpeer Advanced
How to assign CASEplan Tasks to a specific office.
NOTE: This feature is only available for firms with Office Suite Reporting activated and can only be done by a firm administrator or someone with the CASEplan Page Access permission.
Navigate to the
Icon in the top right corner of your account and select Account Settings.
Select CASEplan.
Assign a new CASEplan task to an office
Select Add Task.
Include any rules for the new CASEplan Task.
Select the appropriate Office from the drop-down menu.
Select Save.
Assign an existing CASEplan task to an office
Select the drop-down arrow in line with the CASEplan task.
Select Edit.
Select the appropriate Office from the drop-down menu.
Select Save.
The CASEplan tasks will now be available for use only with the selected office.