Caseload Tracker
Caseload Tracker for Housing Case Managers. A free rent burden check, plus a private caseload tracker with goals, contacts, self-sufficiency check-ins and program counts. Free to clone.
Caseload Tracker is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 5 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Case Helper and Caseload Tracker Guide. Its automations include Check-in change summary, Weekly no-contact report and Stuck goal next steps.
by @taskade
What you can do with Caseload Tracker
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Caseload Tracker works
- Check-in change summary: when a check-in is saved, then Write a three-line change summary and Add the change summary.
- Weekly no-contact report: when Every Monday at 8 AM, then Prepare no-contact report and Email the owner.
- Stuck goal next steps: when a goal becomes stuck, then Suggest two next steps and Add suggested next steps.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Case Helper, Caseload Tracker Guide
- Automations: Check-in change summary, Weekly no-contact report, Stuck goal next steps
- Workspace: 5 projects, 2 AI agents, 4 automations