How to Customize your Caseload View

1 min. readlast update: 02.23.2026

Customize your Kit caseload view to meet your unique needs!

  • Once you have added students, you can personalize your view by clicking on the 3 dots beside each column.
  • This will allow you to sort, filter, hide, or pin individual columns.
  • You can also explore the menu options at the top of your Caseload page to further customize your view.
  • Filters - search your caseload using a specific filter such as School Name, Schedule, Start/End Date or Time, or Zip Code
  • Columns - check the box beside each column you would like shown and uncheck the box beside each column you want hidden
 
Questions? Email hello@kitforteams.com

 

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