Excel Tracking System for Case Management
Budget: $10 – $30 USD
I need an Excel-based tracking system to manage casework efficiently. The system should allow us to track the following data points:
- Client Details: Names, contact information, and relevant background information.
- Case Progress: Status updates, notes, and any changes in the case.
- Appointment Dates: Scheduled meetings and deadlines.
- Task Assignment: Who is responsible for each task within the case management team.
Ideal skills and experience:
- Proficient in Excel, including advanced functions and formulas.
- Experience in creating custom tracking systems.
- Detail-oriented and able to organize information clearly.
https://docs.google.com/spreadsheets/d/1m3ZlBFaLqSdjo-GPhiIovTGf7kT65oHQoISGzToyb0E/edit?usp=drivesdk
Looking forward to your proposals!
- Client Details: Names, contact information, and relevant background information.
- Case Progress: Status updates, notes, and any changes in the case.
- Appointment Dates: Scheduled meetings and deadlines.
- Task Assignment: Who is responsible for each task within the case management team.
Ideal skills and experience:
- Proficient in Excel, including advanced functions and formulas.
- Experience in creating custom tracking systems.
- Detail-oriented and able to organize information clearly.
https://docs.google.com/spreadsheets/d/1m3ZlBFaLqSdjo-GPhiIovTGf7kT65oHQoISGzToyb0E/edit?usp=drivesdk
Looking forward to your proposals!