The cases list

How to: see what needs doing and do it

1. 1
   Open “Cases”. The list shows the cases of the active organization, grouped by where action is needed.
2. 2
   Pick a tab at the top, such as “All open”, “My cases” or “Overdue”. Each fixed tab shows its count.
3. 3
   Read the “Needs attention” group: each row states its reason as a badge, such as “12 days overdue”, right next to the next task.
4. 4
   Change the due date or owner right in the row: both are chips, and a click opens the picker.
5. 5
   For everything else, open the case with “Open” — or with “Resolve assignment” if there are tasks nobody is allowed to do.

Page layout

Under “Cases” you see the cases you may see — as a list grouped by where action is needed, or as a Live Map. Clicking a category in the Live Map switches to the list, filtered to that category. The list only ever shows the active organization.

“New case” opens the “New case” window with the template picker; what happens next is described in “Creating a case”.

The tabs

The tabs switch between “All open”, “My cases”, “Overdue”, “Unassigned”, “Completed”, “Cancelled”, “All cases” and your saved views; each fixed tab shows its count. If not all tabs fit into the row, the rest sit under “N more”; the selected view always stays in the row.

The list remembers which tab, filters and display you chose last: if you go elsewhere and come back via “Cases”, it looks the same again — per organization and in this browser. The search term is not remembered, and a link with its own view takes precedence. Saving and sharing your own views: see “Views, filters and sharing”.

Key figures next to the title

Next to the title, the key figures appear as numbers: tasks nobody is allowed to do, no movement for over three days and completed this week — plus action needed when stacking by a field (see “Totals, stacking and target tracking”). They count within the selected view, with its filters (template, phase, search …), just like the numbers on the tabs.

“Tasks nobody is allowed to do” means a task without an eligible assignee — not to be confused with a case without an owner. Only figures above 0 are shown; if everything is 0, it reads “All on track”. While the figures load, a placeholder stands there — never “All on track” before the check.

Clicking a figure filters the list down to exactly those cases and keeps the view’s filters; a second click removes the filter. You find overdue cases in the “Overdue” tab.

When a case is overdue

A running, unblocked case is overdue as soon as its own due date or the due date of one of its open tasks lies before today — what counts is the calendar day in Berlin. Waiting, skipped and completed tasks do not count. This applies equally to the “Overdue” tab and the reason in the row.

“Needs attention” and “Running”

Below the header, cases are split into two groups: “Needs attention” and “Running”. In the attention group each row states the reason as a badge — icon and text, such as “12 days overdue” — right next to the next task, so it is immediately clear what to do.

Only incidents that actually halt the flow count here. A mere warning, such as a failed entry in an external system, leaves the case running and does not color the row.

The group sorts “Most urgent first”: an open incident, then overdue, blocked, unclear assignment, unassigned and finally no movement; within the same reason the one with the most days comes first — across the whole list, including the batches loaded while scrolling.

The group header says so (“Most urgent first”) and counts the reasons on the right, such as “2 overdue · 2 without movement”; the counts appear once every case of the group is loaded. The sort order you choose applies to the “Running” group.

Next task and “Scheduled from”

After the title comes the next task (“Next: …”). If several tasks are open at once — for instance in two flows running in parallel — it is the one with the earliest due date; with the same or no due date, the one from the flow placed earlier in the template.

If no task is open because the next one appears later (“Appears from” or waiting on a task in the parent case), the status reads “Scheduled from Oct 28” (just “Scheduled” without a date) and “Next” names the task. Hovering over the status shows the reason.

The row

Each row shows title and number, category and priority, the favorite star and, on the right, the due date, the owner and the button “Open” — if there are tasks nobody is allowed to do, it reads “Resolve assignment” instead.

You edit the due date and the owner right in the row: both are chips, and a click opens the picker — the same chips you know from “My Work”. If the case has no due date yet, the button “Due” with a calendar sits there; a click opens the same picker.

The ⋯ menu sets the favorite or copies the link; as an org admin you also delete the case there.

Outcome of finished cases

Completed cases also carry their outcome — a badge such as “Won” or “Lost” that says how the case ended. Which outcomes exist is defined by the template; green, red or grey follows their valuation. Under “Filter” you narrow the list down to one outcome, for example every lost quote.

For a finished case the “Due date” column shows how and when it ended: the outcome on top (say “Won”), below it “done Oct 14” or “cancelled Oct 2” — the title line then carries the title alone.

If a case is finished but nobody recorded how it went, the row reads “Outcome missing” instead. You record it in the case itself, see “Closing, child cases and payments”.

Sorting and loading more

Above the list sits a header row with the columns “Case”, “Due date” and “Owner”. Clicking any of these column headers sorts by it; clicking again reverses the direction. “Owner” sorts by the displayed name; cases without an owner come last in both directions.

While “Needs attention” sits below it, the header shows no sort arrow — that group sorts by urgency. To sort by “Created”, “Priority” or any other field, use the “Display” panel in the tools row, which also sets the direction — the words follow the field, for the due date “Earliest first” and “Latest first”. “Reset” at the bottom of the panel restores due date, earliest first and stacking by “Attention”; your filters stay as they are. Under “My Work” you sort in the same place, but over different fields — “Created” is not among them.

If the list shows cases of a single template only, its overview columns become real columns in the row, plus the column “Next task” — it disappears when no case in the group still has an open task, for instance in the “Completed” view. More on these columns, stacking and totals: see “Totals, stacking and target tracking”.

While you scroll, the header row and the current group heading stay pinned at the top. Long lists load in portions: Bricksta starts with the first rows and appends the next ones automatically as you scroll; at the end of the list there is also a “Load … more” button. The number on the group heading always names the full count regardless.

Editing several cases at once

Select several rows with the checkbox (hold Shift for a range) and act on them together via the action bar. Every bulk action can be undone.

You export the whole list with “Export CSV” in the “Display” panel; which columns the export includes is described in “Totals, stacking and target tracking”. When several people work at once, Bricksta collects other people’s changes into a pill “Updates available · Reload” instead of re-sorting the list under your cursor.

Favorites

Mark a case with the star as a personal favorite. You can reach your favorites any time via “Favorites only” in the “Filter” panel under “Cases” and as a quick-access bar at the top of “My Work”. When a case is completed, it is removed from the favorites automatically.

When something is off