Case Plan - Additional Functionality

Overview: Case Plan includes several additional tools for collaboration, organization, and flexibility.

Comments

You can add comments within your case plan at the issue level. Team members can respond to each other, making it easy to have back-and-forth discussions about strategy or evidence without leaving Page. Embedded comments can be toggled on and off within the case plan view. Turn them on when you want to see the discussion, turn them off when you want a cleaner view.

Tagging and Notifications

Filtered Views and Saved Views

You can filter your case plans by a mix of client-level and issue-level fields. For example, you can filter to show all conditions and see the issue goal for each one at a glance. Once you've set up a filter you find useful, you can save it as a view. Saved views are accessible anytime, so you can quickly return to a specific overview without rebuilding the filter.

Second Screen

You can open Case Plan in a separate window so you can work across two screens at once. This is useful when you want to view your Conditions view or AskPage on one side and update your case plan on the other. Click the pop-out icon in the Case Plan panel to open it in a new window.

Issue Groups

Embedding evidence in fields