Whether it's a task for a case manager, to wish a client Happy Birthday or even a reminder to make sure all records have been requested on a case, CASEplan can help automate your workflows.
How to add a new automated task to CASEplan.
NOTE: This can only be done by a firm administrator or a user with the CASEplan advanced permission.
Navigate to the
Icon in the top right corner of your account and select CASEplan.
Click the Add Task button on the right side of the page.
A pop-up window will appear.
Add in your task and the corresponding data. All fields are mandatory.
Case Status – This is the status that will trigger the task. When a user changes a case to this status, the task will be generated. We recommend selecting a Case Status in Pre Litigation and on, due to the default of cases saving in the Intake Case Status.
Case Type – The task will be triggered in the case type you select. You can choose to apply the task to “All Case Types,” or select one or more from the menu.
Priority – This is the priority level of this task: low, regular, medium, or urgent.
Task – This will be the description of the task.
# of Days – This is the number of days from whichever “After Date” or “Before Date” you specify. This will determine the task due date.
After Date* – The specified “# Days” will begin counting after this date. Choose the status you want to begin counting from.
Date Case Status Changed – The date the case is changed to the “Case Status” you’ve selected to trigger the task
Date Retained – The date your case was “retained” as a client (usually the date you moved a case out of the “Intake” case status)
Date of Intake – The date your case was added to CASEpeer
Date of Loss – The date of the incident as entered in CASEpeer
Before Date* – The specified “# Days” will count backward from the selected “Before Date.”
Client Birthday – Client’s date of birth.
Statute of Limitations – The statute deadline.
*Either “After Date” or “Before Date” is required, not both.
Assignee Type- select between a case worker's assignment role or a specific employee.
Assignee – If Employee is selected as the Assignee Type, you will select the specific user's name. If the Case Worker Assignment is selected, select the role you want to receive this task.
NOTE: If there is no user assigned to a certain role when a CASEplan is triggered, the firm’s supervising attorney will be assigned by default.
Trigger Date – Notifies the assignee of tasks on the selected date. The task will not appear in the assignee’s task list until this date.
CASEplan Status - Choose whether or not you would like to begin applying this task.
Select Save.
Alternatively, select Save & Add Other to continue creating CASEplan tasks.
The new task will appear in the list, and will immediately apply to any cases changed to the designated status.
Here's how to apply CASEplan.