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How to Customize your Caseload View
How to Customize your Caseload View
Updated over a month ago

Customize your Kit caseload view to meet your unique needs! Once you have added students, you can personalize your view by clicking on the 3 dots beside each column. This will allow you to sort, filter, hide, or pin individual columns.

You can also explore the menu options at the top of your Caseload page to further customize your view.

  • School Year - choose the current school, look back at previous years, or plan ahead for next school year

  • Filters - search your caseload using a specific filter such as School Name, Schedule, Start/End Date or Time, or Zip Code

  • Columns - check the box beside each column you would like shown and uncheck the box beside each column you want hidden

  • Density - choose between 3 format options including Compact, Standard, or Comfortable

Questions? Start a chat or email hello@kitforteams.com

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