Structured case search and personal work management

In addition to shared workboards, Case Flow provides case search, case tables, and personal work views. These capabilities help users locate work, return to assigned cases, and move between an individual caseload and the wider operational queue.

Shared queues alone are not enough for an effective operating model: users also need a practical way to locate a case, return to their assigned work, and distinguish their own priorities from the team’s broader workload. Search, case tables, personal views, and workboards work together to provide those navigation patterns.

• Search for cases and review results in case tables.
• Use personal case views to focus on assigned work.
• Use shared workboards for team queues, prioritization, and workflow-step routing.

Steps to enable and configure

• Configure the workboards, views, and role access that support each user persona.
• Define the standard search, assignment, and handoff process in operating procedures.

Tips and considerations

• Define how users should use search, personal views, and workboards together so ownership and prioritization remain clear.
• Validate search behavior and visible data against access controls, especially where cases or actors contain sensitive information.
• Document the expected handoff process when work moves between a personal queue and a team workboard.