Case IQ Knowledge Base

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Case IQ Home View

The Home view will be loaded when you first log in to Case IQ and displays information to summarize any current tasks to complete in the application. The Home view shows the following widgets, so you can quickly navigate to cases or records of interest: (1) “My Pending To-Dos”, (2) “My Appointments”, and (3) “Favorites”. Each widget shows up to 5 records at a time.

Case IQ Home View.

The “My Pending To-Dos” and “My Appointments” widgets contain links to navigate directly to each record or view all records of the respective record type (see To-Dos Overview and Appointments Overview). For example, you can click:

  1. A to-do or appointment row to load a preview of the to-do or appointment record in a pop-up. 
  2. The View All button to load the To-Dos grid or Calendar page.
  3. The new tab icon () in a to-do or appointment record row to load the to-do’s or appointment's page in a new browser tab.

Home page. In the My Pending To-Dos widget, a row is labelled 1, "View All" is labelled 2, and a to-do row's new tab icon is labelled 3.

The “Favorites” widget is a grid containing the cases that you have favorited using the Star icon on the Cases grid. Click a case row to load the case’s page (see A Case's Page). 

Favorites widget on the Home page.