video1.0<iframe src="https://www.loom.com/embed/c3ca075ddf3245949f7c8c1b8e4cd8d2" frameborder="0" width="2760" height="2070" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>20702760Loomhttps://www.loom.com20702760https://cdn.loom.com/sessions/thumbnails/c3ca075ddf3245949f7c8c1b8e4cd8d2-6a8e9ba1794b4d09.gif409.441This Loom explains Caseplan, a feature in Page for building customizable client and issue-level case plans with evidence linked to original source documents. It describes how to access Caseplan from the left bar and optionally open it in a second window for multi-monitor support. The creator covers client-level settings, including configurable client fields, drop-downs, text, tasks, and checklists, and shows an example update with a target date of 10-1-2026 and strategy notes, tasks, and checklist items. The video also highlights issue-level templates and states that Caseplan includes an inbox for tasks and supports associating evidence from many areas of the app into both client and issue plans.