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      cb Engage Workload View

      The cb Engage Workload View enables users to access cases that have been entered into the system. Users can find specific cases quickly and easily using filters.

      Workload View 

      The workload view displays cases along with the following information:

      • Case Name/Type: Each case has a case name that users create.
      • Status: Indicates if a case is active or inactive.
      • Assignee: The Casebook user who is assigned to the case.

      Filters 

      Users can apply filters to the Workload View to help view specific case records. To apply a filter to the Workload View, click on the Filter(s) button in the upper left-hand corner.

      Note: Multiple filters can be applied at one time.