Cases allow you to subdivide your work with a single contact on a single project into smaller components.

Open

For example, if you are provide legal aid to inmates in different prisons, each prison you work in is a project and each inmate is a contact. If the inmate is in prison on account of multiple charges, you can create a case for each charge.

Open

You can

• decide the fields that are used to create each case

• assign case workers (users) to a case

• track the amount of time spent on each case

• see all the case notes related to each case

• report on the number of cases closed, opened and worked on, as well as several other metrics

Related articles

• Cases

• Design your use of Contacts

• Design the Projects per Project Template