Workspace

Case management

Goals, tasks, and documented interactions across the whole caseload.

Active goals

15

Across all categories

Overdue goals

3

Past target date

Open tasks

9

4 marked urgent

Interactions logged

8

Last 30 days

Goals

Grouped by category, sorted by urgency.

Task queue

Everything staff and participants owe this week.

  • Order steel-toe boots through emergency fundMarcus · Staff · due Mar 6, 2026
  • Upload signed offer letterMarcus · Participant · due Mar 5, 2026
  • Reschedule BMV appointmentMarcus · Staff · due Mar 4, 2026
  • Door knock at sister's addressDeShawn · Staff · due Mar 3, 2026
  • Finish intake sections 10-15Jamal · Staff · due Mar 8, 2026
  • Bring birth certificate copy to officeJamal · Participant · due Mar 11, 2026
  • Confirm interview time at SandbergVictor · Participant · due Mar 9, 2026
  • Call Harbor House about waitlistIsaiah · Staff · due Mar 3, 2026
  • Upload two referencesNate · Participant · due Mar 10, 2026

Recent case notes

Internal notes stay off the participant portal.

  • ProgressMarcusDenise Alvarez · Feb 27, 2026

    Marcus signed the Meridian offer at $18.25/hr. Walked through the first-paycheck gap and set up a bus pass for the two weeks before payday.

  • BarrierMarcusDenise Alvarez · Feb 26, 2026

    Missed BMV appointment — the shuttle left before he got out of the Harbor House meeting. Rescheduling with a ride from the volunteer driver pool.

  • Case noteMarcusAndre Boateng · Feb 19, 2026

    Toured two landlord-partner units on Kingsford. He preferred the second for the bus line. Application fee waived under our partner agreement.

  • Internal noteDeShawnPriya Raman · Feb 16, 2026

    Phone is disconnected. Sister confirmed he is staying there but working odd hours. Coordinating with Officer Grady before this becomes a violation.

  • ProgressTerryDenise Alvarez · Mar 2, 2026

    Ninety days at Kessler. Supervisor asked about a lead role in the summer. Terry wants to start saving toward a truck.

  • Case noteJamalPriya Raman · Mar 1, 2026

    First full session. Jamal is steady and clear about wanting kitchen work again. Ordered his birth certificate; boots and a phone are the near-term needs.

Communication log

Calls, texts, emails, meetings, and outreach attempts.

ParticipantChannelDateStaffOutcomeSummary
MarcusCallFeb 27, 2026Denise AlvarezConnectedConfirmed start date and boot sizing.
MarcusTextFeb 25, 2026Denise AlvarezRepliedBMV reminder with the shuttle time.
DeShawnCallFeb 28, 2026Priya RamanNo answerNumber appears disconnected.
DeShawnOutreach attemptFeb 26, 2026Priya RamanLeft messageMessage left with sister Renee.
TerryMeetingMar 2, 2026Denise AlvarezConnectedNinety-day check-in at the office.
JamalMeetingMar 1, 2026Priya RamanConnectedIntake session two, 70 minutes.
IsaiahOutreach attemptFeb 24, 2026Priya RamanNo answerStreet outreach with Harbor House team, not located.
VictorEmailFeb 26, 2026Marcus ReedRepliedSent interview prep packet and directions.

Outreach templates

Reusable language staff can copy into a text or email.

Missed appointment

Hey {name}, we missed you today — no problem at all. Can we find a new time this week? I have Tuesday morning or Thursday afternoon open.

Check-in

Morning {name}, just checking in. Anything you need help with this week? I'm at the office until 4.

Interview prep

{name}, your interview is {date} at {time}. I'll meet you 20 minutes early to run through questions. Boots and a collared shirt are all you need.

Document request

Hi {name}, we still need your {document} to finish the application. You can take a photo and send it right here.

Housing follow-up

{name}, I spoke with {organization} today. Here's where things stand: {update}. I'll call again Friday.

Re-engagement

{name}, it's been a couple weeks. The door is still open here whenever you're ready — no lecture, just support.