Case list and board

Goal. Find cases with the list filters, read the traffic light and the priority, and move cases between stages from the board.

Prerequisites. The "View cases" permission. Moving cases between stages requires "Move cases between stages". Amounts are only shown with "View amounts and balances".

The list

At the top, three figures: "Active cases" with those opened this week, "Awaiting contract/deposit" with the cases blocked by the lock, and "Closed (30 days)".

The filters are "Service", "Stage", "Traffic light" and "Status", with "Open", "Closed", "All" and "Archived". The "List" and "Board" buttons switch the view.

The columns are "Case number", "Client", "Service", "Stage", "Traffic light", "Priority" and "Balance". Closed and archived cases carry the "Closed" and "Archived" badges.

Traffic light and priority

• The traffic light depends on the deadline: green when there is time, yellow when it is near and red when it is upon you or past. The days that define each colour are set in "Settings" › "Cases".
• The priority, "High", "Medium" or "Low", summarises the score the dashboard uses under "Needs attention": traffic light, deadline, overdue payments, balance, lock, client silence and pending documents.

The board

The board shows the stages of one service as columns. That is why it only activates with a service chosen in "Service"; until then the "Board" button is disabled.

Each column shows how many cases it holds. Each card shows the case number, the client and, if the case is locked, a padlock. The "Move stage" arrows on each card take the case to the previous or the next stage.

Moving a case to the last stage of its workflow closes it with the date of the move. If the company's lock is on and the signed contract or the deposit are missing, the CRM refuses the move to work stages with "This case is locked: a signed contract and a paid deposit are required to move it to the work stage.".

On a phone

Troubleshooting

• "Board" does nothing. Choose a service in the "Service" filter first.
• A case is missing from the list. Check the "Status" filter: by default only open cases are shown. Archived ones are under "Archived".
• A case cannot be moved. Your role lacks "Move cases between stages", or the case is locked by the contract and deposit lock.
• The "Balance" column is missing. Your role lacks "View amounts and balances".