Using Case Notes Tags to Prioritize Information

The Case Notes Tags feature allows employers to effectively organize and highlight critical information within their employee cases. By applying specific tags, you can ensure that the most relevant updates are immediately visible to your team.

Key benefits of using Case Notes Tags include:

• Increased Visibility: Tagging a note as Important adds a distinct visual badge, making it stand out from regular communication.
• Efficient Tracking: Quickly identify significant milestones or urgent updates without scrolling through a long history of notes.
• Improved Collaboration: Ensure that all team members managing a case are aligned on the most critical pieces of information.

To use this feature, simply select the Important tag when creating or editing a note. The badge will appear next to the note entry, serving as a permanent marker for high-priority content within the case file.