---
title: Understanding Your Actions in Casebook
description: Understanding Your Actions in Casebook
---

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1. [Knowledge Base](https://gohub.casebook.net/knowledge)
2. [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook)
3. [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users)

# Understanding Your Actions in Casebook

#### **Create New Records**

| **Action** | **What happens** | **App** |
| --- | --- | --- |
| Create a new Case | A new case will be created, and it will be accessible to all workers with cb Engage view permissions. | cb Engage |
| Create a new Provider | A new provider facility or agency record will be created, and it will be accessible to all workers with cb Track view permissions. | cb Track |
| Create a new Intake (Report) | A new report will be created, and it will be accessible to all workers with cb Intake view permissions. | cb Intake |
| Create a new Case from an Intake | A new case will be created pulling information from the report, and it will be accessible to all workers with cb Engage view permissions. | cb Intake and cb Engage |
| Create a new Person Profile/Record | A new person profile/record will be created, and it will be accessible to all workers with people view permissions for the applicable app. | cb Intake, cb Engage, and cb Track |

#### Add and Associate People

| **Action** | **What happens** | **App** |
| --- | --- | --- |
| Add a person to a case | A service can be added and associated to the person. | cb Engage |
| Add a person to a case | If you associate a cb Track service to a person record, the person will automatically be added as a client of that provider. | cb Engage and cb Track |
| Add a person to a provider | The person will be linked to the provider page. | cb Track |
| Add a person to a report | The person will be linked to the report. | cb Intake |

#### Build a Relationship Network

| **Action** | **What happens** | **App** |
| --- | --- | --- |
| Add a relationship to a person profile/record | The relationship will show up on the profile it was created on, as well as the profile of the other person. Relationships will also show up on a case, if applicable. | Person Profile |

#### Complete Forms and Add Attachments

| **Action** | **What happens** | **App** |
| --- | --- | --- |
| Add a Form to a provider, case, or report | The form will be added to the record as Incomplete. | cb Engage, cb Intake, and cb Track |
| Complete a Form | Workers can fill out a form and submit it. Once it has been submitted, it cannot be edited or deleted. | cb Engage, cb Intake, and cb Track |
| Add attachments to a provider, case, or report | The attachment will be saved to the provider, case, or report page. Only workers with delete permissions will be able to delete the attachment. | cb Engage, cb Intake, and cb Track |

#### Create Notes

| **Action** | **What happens** | **App** |
| --- | --- | --- |
| Create a new note | After saving the note, the note will be saved in the Notes/Recent notes section of the app. The note will be accessible to all users with view permissions for that app. | cb Engage, cb Track, and cb Intake |
| Edit a note | Users with edit permissions can make changes to the note. | cb Engage, cb Track, and cb Intake |
| Delete a note | Users with delete permissions can delete notes. | cb Engage, cb Track, and cb Intake |
| Email into a record | A note will automatically be created when someone emails into a record. | cb Engage, cb Track, and cb Intake |

#### Create Tasks and Workflows

| **Action** | **What happens** | **App** |
| --- | --- | --- |
| Add a Workflow | The workflow is created and steps and tasks are assigned. The assignee will receive a notification. | cb Engage, cb Track, and cb Intake |
| Add a Task to a Workflow Step | The task will be added to the workflow step. | cb Engage, cb Track, and cb Intake |
| Submit a Workflow Step | The step is completed and changes cannot be made. | cb Engage, cb Track, and cb Intake |
| End Workflow Early | The workflow is ended with an explanation (comment). The workflow has ended and changes cannot be made. | cb Engage, cb Track, and cb Intake |
| Complete Workflow | Submit final step and complete workflow. After the workflow has been completed, it cannot be edited or deleted. | cb Engage, cb Track, and cb Intake |
| Add a Task | The assignee will be notified about the task. | cb Track and cb Intake |
| Complete the Task | After completing the task, it cannot be edited or deleted. | cb Track and cb Intake |

#### Service Enrollment and Case Involvement

| **Action** | **What happens** | **App** |
| --- | --- | --- |
| Add a Service | Enroll a client in a service. | cb Engage, cb Track, and cb Intake |
| Add an Involvement | The involvement information will be available on the case page in the people section. | cb Engage |

- [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content)

    - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview)
    - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users)
    - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook)
    - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes)
- [Admin](https://gohub.casebook.net/knowledge/admin#main-content)

    - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security)
    - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions)
    - [User Management](https://gohub.casebook.net/knowledge/admin#user-management)
    - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications)
    - [Data](https://gohub.casebook.net/knowledge/admin#data)
    - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration)
    - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields)
    - [Forms](https://gohub.casebook.net/knowledge/admin#forms)
    - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption)
- [People](https://gohub.casebook.net/knowledge/people)
- [Intake](https://gohub.casebook.net/knowledge/intake)
- [Engage](https://gohub.casebook.net/knowledge/engage#main-content)

    - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages)
    - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration)
    - [Notes](https://gohub.casebook.net/knowledge/engage#notes)
- [Track](https://gohub.casebook.net/knowledge/track)
- [Access](https://gohub.casebook.net/knowledge/access)
- [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks)
- [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content)

    - [Overview](https://gohub.casebook.net/knowledge/reporting#overview)
    - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets)
    - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards)
    - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports)
    - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports)
    - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations)
    - [Filters](https://gohub.casebook.net/knowledge/reporting#filters)
    - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields)
    - [Other](https://gohub.casebook.net/knowledge/reporting#other)
- [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs)
- [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content)

    - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier)
    - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api)
    - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks)
- [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content)

    - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting)
- [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content)

    - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck)
    - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management)
- [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content)

    - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026)
    - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025)
    - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024)
    - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023)
    - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022)
    - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021)
    - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020)
- [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content)

    - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global)
    - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar)
    - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services)
    - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms)
    - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes)
    - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin)
    - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track)
    - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting)
    - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access)
    - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific)

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