video1.0<iframe src="https://www.loom.com/embed/78d6ce9bdced4286ad6d484024f2d562" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/78d6ce9bdced4286ad6d484024f2d562-00001.gif1801.801Hi everyone, I'm Cassandra from the Client Success Team at Casepeer. In this video, I'll guide you through creating and using Caseplan automated workflows. Learn how to set up tasks based on case types, statuses, and key dates. Take note of the permission-based feature and how to filter tasks effectively. Action: Test a few tasks at a time before adding more to avoid overwhelming staff.