video1.0<iframe src="https://www.loom.com/embed/ce0a240f9b6146d0aa4a46a97d97271d" frameborder="0" width="2660" height="1995" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>19952660Loomhttps://www.loom.com19952660https://cdn.loom.com/sessions/thumbnails/ce0a240f9b6146d0aa4a46a97d97271d-80cd5d9c282f16ca.gif282.564This Loom highlights lesser known Caseplan features that improve team collaboration and workflow. It explains how comments can be added at the field level, including tagging someone like Alicia so they can reply, and notes that an inbox will notify users when they are mentioned. It also covers embedded comments and evidence notes toggles, plus filtered and saved views for tracking issue status, and the option to open Caseplan in a second screen. Finally, it discusses grouping issues into shared appeal groups with optional templates and embedding evidence directly into fields.