Use Progress Tracker

Progress trackers, as the name implies, are designed to assist you in monitoring the progress of your cases. The progress tracker on Casolve was developed with a variety of use cases in mind, which is why it offers considerable flexibility. This enables you to customize the progress tracker to align with your specific requirements.

As a default feature, the Progress Tracker collapsible section is accessible in the header of each case.

Progress is being monitored based on the percentage of steps completed, which is visible in the Progress Tracker without the need to expand the entire collapsible section dedicated to the Progress Tracker.

When expanding the collapsible section of the Progress Tracker, you will discover a list of steps. You can mark each step as completed or incomplete as you progress through the case. The date of completion will be automatically recorded when you mark a step as done.

By default, the Progress Tracker section is available in every case. For the first time, when you open the Progress Tracker section from any case, you will find a view-only list of Progress Tracker steps in that area.

These steps do not have any functionality and are intended to demonstrate how the Progress Tracker will appear once you have enabled it from the settings.

Additionally, there is a settings button that, when clicked, will take you directly to the settings where you can set up Progress Trackers for every category of cases.

Upon reaching the settings, you will find the Categories of Cases listed on the left-hand side

From the right-hand side, you have the option to choose between showing no-progress Tracker for any or all categories.

Alternatively, you can opt to use our default progress Tracker for each or any category, or you can create your own progress tracker with the same or unique steps for each category.

All custom and default Progress Trackers will be displayed on the right-hand side.

Once a Progress Tracker has been added for a category, it will automatically appear in all cases of that category.

As previously stated, the Progress Tracker offers high customizability, allowing you to adjust the text of the steps, remove steps, or rearrange the sequence of steps through a simple drag-and-drop interface within each case as well.

How to add a Progress Tracker to a category?

Go to the settings

Choose the category to which you wish to add a Progress Tracker by clicking on the pencil icon

Upon clicking the "Pencil" icon on any Progress Tracker, the drop-down will become enabled, and two icons will appear on the right side of the drop-down.

The "Tick" icon signifies that you have made your selection and wish to save either any Progress Tracker or no Progress Tracker, while the "cross" icon indicates that you do not wish to save the changes.

Upon enabling the drop-down by clicking on the pencil icon, proceed to select the drop-down menu. It will expand, revealing three available options-

1. No Progress Tracker: This indicates that you have chosen not to use any Progress Tracker for this category.
2. Default Progress Tracker is the Progress Tracker provided by Casolve.
3. The "Add New Progress Tracker" button, when clicked, will open a pop-up window allowing the user to create a custom Progress Tracker.

If you desire to select the Default Progress Tracker provided by Casolve or No Progress Tracker for any category, you can choose that option and click on the Tick icon to save the changes.

If you wish to create a custom Progress Tracker for a specific category, simply click on the "Add New Progress Tracker" button.

A pop-up window will appear allowing you to add up to 10 steps of your choice in any order, with each step containing up to 60 characters.

You have the option to add a new step by selecting the plus icon located on the right-hand side of every step.

Alternatively, you have the option to remove the step by clicking on the minus icon situated on the right-hand side of each step.

Upon arranging the steps in any sequence, if you desire to relocate a step, you can effortlessly drag and drop the step to the preferred position.

Once you are satisfied with your changes, please click on "Save" to save the Progress Tracker, or click on "Cancel" if you do not wish to save the Progress Tracker.

Upon clicking 'Save', the Progress Tracker will be saved and displayed on the right-hand side, automatically selected in the drop-down menu. If you are satisfied with the changes, simply click on the Tick icon to save the changes.

When the Tick icon is clicked, a pop-up will appear with four options:

1. All Future Cases- This option will be preselected by default for all future cases. It is a non-deselectable choice.
2. All Completed Past Cases- If selected, this option will apply the desired changes only to all the past completed cases. Please note that if the Progress Trackers have been modified in any completed past case, the changes you are applying will not be reflected in those cases.
3. All Incomplete Past Cases- If this option is chosen, it will only apply the desired changes to all incomplete past cases. You can also select both the "All completed Past Cases" option and the "All incomplete past cases" option together. Please note: If the Progress Trackers have been altered in any incomplete past case, the changes you are making will not be visible in those cases.
4. All Past Cases- If this option is chosen, it will affect all previous cases, regardless of their status or any modifications.

If you wish to make changes in the Customized Progress Tracker at any time, you can proceed to update the customized Progress Tracker by selecting either the edit or delete option located on the right-hand side.