Traditional task management systems—whether digital apps or pen and paper—are becoming insufficient for our modern workload. As we handle increasing volumes of work across diverse specialties, we need a more sophisticated approach. The Case Manager 1.0 template transforms basic task management into comprehensive case management, designed to handle complex workflows with greater depth and clarity.
At the heart of Case Manager 1.0 is the case database, which replaces traditional task lists. Each case represents a unit of work, tracked and managed through various stages of completion. This primary database is supported by two secondary databases: the Areas Database and Case Type Database.
The template organizes work through two key classifications:
Areas: These represent the major domains of your life. For example, these areas could include the following Health, Personal, Family, and Work.
Case Types: These are specific categories of work within each area. For example:
Each case includes: