Using the global Cases calendar and Kanban

The global Cases views answer questions you cannot answer from inside a single Case. How busy am I next week, across everything? Which Cases are stuck waiting on a Client? Where are the Operations my subcontractor is supposed to be working on? NearbySpy gives you two cross-Case lenses — a calendar and a Kanban board — that aggregate Operations from every Case you have access to.

The global Cases calendar

The global calendar lays Operations from every one of your Cases on a single shared timeline. It uses the same day, week, and month views you have on the in-case Calendar, but each Operation is tagged with its parent Case so you always know where it belongs. See Using the in-case Calendar for the per-Case version.

This is the view to open first thing in the morning. It is also the right view when a Client asks if you can take on a new piece of work this week and you want a real answer instead of a guess.

What you can do from the calendar

• Click an Operation to open it in its Case without losing your place in the global view.
• Drag and drop to reschedule, where supported. Changes are logged on the Operation; see Comments and activity on an Operation.
• Filter by Case, Operator, type, or status to focus the view.

The global Kanban

The Kanban view groups Operations by status across every Case at once. Columns mirror the Operation status model from Operation types and statuses: Upcoming, In progress, Pending, Completed, and Cancelled. Each card shows the Operation title, its parent Case, the assigned Operator, and the scheduled date.

The Kanban is the right view when you want to see your work as a flow rather than as a schedule. It surfaces patterns that are hard to spot on a calendar — a column that is filling up faster than it is draining usually means a bottleneck in your workflow, not just a busy week.

Moving cards

Where supported, dragging a card from one column to another updates the Operation's status. Status is also editable from the Operation panel itself. Either way, the change is recorded in the Activity log on that Operation.

What is included and what is not

Both global views include every Operation on every Case where you are an Owner, Admin, Investigator, or Viewer. They do not include Operations from Cases you are not a member of, regardless of any other role you have on the platform. Clients do not see global views at all — those are an investigator-side surface only.

Notes, Evidence, Comments, and Reports are not part of the global calendar or Kanban. Those views are about scheduling and status, not about the underlying artifacts. To work with files, see Evidence Locker vs Operation-level Evidence.

Combining filters

Filters are stackable. A common pattern: filter the calendar by Operator and by status to see exactly what one teammate has Upcoming this week. Another: filter the Kanban by Case to inspect the flow of one engagement without leaving the global view.

When to switch back to the in-case views

• You are deep into one Case and want to see only its work — switch to the in-case Calendar or the per-Case Operations list.
• You need Operation-level Comments and Activity — those live on the Operation itself, not in the global views.
• You are preparing a Report — open the Case's Evidence Locker and Report Writer rather than working from the global view. See Report Writer overview.

Tips

• Pick one global view as your default and stick with it for a few weeks. Calendar people and Kanban people both exist; the platform supports both.
• If the global calendar looks empty, check that your Operations have scheduled dates — undated Operations do not render.
• If the Kanban looks lopsided, that is information. Either the work really is concentrated, or your status hygiene needs a pass.