You can filter the cases that are displayed on the Manage Cases page

Open

You can filter by

• Case number: filter by the case number

• Project: filter by the project the case is saved in

• Contact: filter by the contact the case is about

• Team Member: filter by the colleagues who have posted case notes about the case (i.e. stories, updates and survey responses)

• Case Creator: filter by the colleague who created the case or who has since been made the case owner

• Case Worker: filter by the colleague(s) assigned as Case Workers on the case

• Date Opened: filter by the date range in which cases were opened

• Date Closed: filter by the date range in which cases were closed

• Status: filter by whether the case is Open or Closed

• Days Open: filter by the number of days that the case has been open

• Updates Posted: filter by the number of case notes (also called updates, stories and survey responses) that have been added to the case’s timeline

• Tasks To Do: filter by the number of outstanding tasks on that case - i.e. tasks that have not yet been done

  Open

  

• Tasks Done: filter by the number of tasks that have been done on that case

• For Date-related filters, you have access to a predefined list of commonly used date ranges like

  • Today

  • Late 7 days

  • Next 7 days etc.

• You still have the option to manually choose the desired start and end dates using the Custom Range.

Steps

1. Select My Apps in the top menu

2. Select Cases

3. You arrive on the Manage Cases page

4. Press Filter by

5. A dropdown menu of filters appears

6. Select the item you would like to filter the cases by

7. A submenu appears for that filter that displays the criteria you can filter by

8. Tick the checkboxes next to the criteria you would like to use and then click Apply

9. The cases table updates to display the cases that match your filters

10. You can combine multiple filters. Each time you press Apply it includes the filters you used previously.

11. Reload the page to reset your case filters