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Pause CASEplan Tasks
Updated over 6 months ago

How to pause automated tasks. This can be helpful if you'd like to hold off on applying tasks while working on a CASEplan or if you want to disable a task without deleting it.

Pause All CASEplan Tasks

  • Navigate to the

    Icon in the top right corner of your account and select CASEplan.

  • Click Pause All on the right-hand side of the screen.

  • The green dots to the left of the tasks are now grey.

  • These tasks will not be applied to cases until they are Activated.

Screenshot 2023-10-27 at 2.16.08 PM.png

Pause CASEplan Tasks by Status or Case Type

  • Sort by case status and or case type and click Update.

  • Select Pause All.

  • The green dots to the left of the task you selected are now grey.

  • These tasks will not be applied until they are Activated.

Screenshot 2023-10-27 at 2.17.56 PM.png

Pause CASEplan Tasks Individually

  • Click the grey dropdown arrow to the right of the task you'd like to suspend.

  • Select Pause.

  • The green dot to the left of the task is now grey.

  • This task will not be applied until it is Activated.

Screenshot 2023-10-27 at 2.19.29 PM.png
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