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How to Track Activities within a Case?

What is Pulse? What are Activities?

Updated over 2 years ago

Pulse on Case#show empowers you to keep a close eye on all activities performed by case members. With this feature, you gain valuable insights into the progress of your cases. Moreover, you can track Forms, Supporting Documents, and Homework activities directly through the Forms View, Supporting Documents View All, and Homeworks View All sections.

Pulse Case#show
Supporting Document Activities
Form Activities
Homework Activities

Key Benefits:

  • Comprehensive Activity Tracking: Monitor every action taken by members throughout the case's lifecycle.

  • Action-Specific Details: Delve into specific activity details, such as form submissions, supporting documents uploaded, and completed homework assignments.

With Pulse on Case#show, staying informed and organized becomes effortless, enabling more effective case management and collaboration among team members.

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