Assign CASEplan Tasks to a Specific Office

Feature available on CASEpeer Advanced

How to assign CASEplan Tasks to a specific office.

NOTE: This feature is only available for firms with Office Suite Reporting activated and can only be done by a firm administrator or someone with the CASEplan Page Access permission. 

• Navigate to the  Icon in the top right corner of your account and select Account Settings.
• Select CASEplan.

Assign a new CASEplan task to an office

• Select Add Task.

• Include any rules for the new CASEplan Task.
• Select the appropriate Office from the drop-down menu.
• Select Save.

Assign an existing CASEplan task to an office

• Select the drop-down arrow in line with the CASEplan task.
• Select Edit.

• Select the appropriate Office from the drop-down menu.
• Select Save.

The CASEplan tasks will now be available for use only with the selected office.