Check out new features, updates and enhancements to help you get the most out of Casebook.
October 6, 2021
Release Highlights:
Calendar sync is here!
Schedule meetings from an intake
Add recurring tasks to a workflow
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Features ⭐
cb Intake
NEW: You can schedule meetings in Intake. We have added the Meetings feature to cb Intake. You can create meetings on a report, and it will automatically show up in your calendar. Click here to learn more about how to schedule a meeting.
NEW: You can filter by assignee to find another worker's reports that have been assigned to them.
Click to watch the video of how to add a meeting to a report in cb Intake.
Calendar
NEW: Sync your calendar to get all of your events in one place. You will now see events from your calendar in Casebook and vice versa.
Workflow
NEW: Add recurring tasks to a workflow In cb Admin when you create a new workflow, you will have the option of setting a task to recur.
NOTFICATIONS
NEW: Service is at Capacity or over Capacity When a service is at 80% full, you will get a notification and when the service is more than 100% full.
UPDATE: With our new and improved look for filters, you can select multiple filters at once.
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Casebook PBC, 244 5th Avenue, Suite T248, New York, NY 10001, (212) 796-6108
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