---
schema_version: "1"
id: 9d937f241f4e49f5ec3a5822cc0d244661c05912c91382ceb826390ef60d57b8
title: Update a Case Plan
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_update_a_case_plan.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_update_a_case_plan.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 31b9844ff65cf4803e1443549074078cce79c8eb4dce68fcdd06c541a247b6b5
description: Update the overall status and information about client progress.
products:
  - Nonprofit
release: "264"
---
# Update a Case Plan

Update the overall status and information about client progress.

- **[Update Overall Case Plan Status](https://help.salesforce.com/s/articleView?id=sfdo.cm_update_a_case_plan.htm&release=264.0.0&type=5)**  
    As a Client progresses with their Case Plan, you will need to update the status.
- **[Update Client Progress](https://help.salesforce.com/s/articleView?id=sfdo.cm_update_a_case_plan.htm&release=264.0.0&type=5)**  
    As a Client progresses through their Case Plan, you'll need to make updates to the status of Action Items and update Action Item Due Dates. It's quick and easy to do this on the Case Plan Detail.

## Update Overall Case Plan Status

As a Client progresses with their Case Plan, you will need to update the status.

In this example, we'll indicate that the Case Plan is now In Progress and add a Description that will show up in the highlight panel. From the Case Plan Detail View:

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png)

Note The Case Plan Status represents the case manager's general assessment of the Case Plan as a whole. It is _not_ a rollup of other statuses.

1. Click **Edit**.
2. Select **In Progress** from the Status picklist. Your Salesforce Administrator can customize the values in this picklist.
3. Set the In Progress Date and add a brief description of the Case Plan.
    
    ![Case Plan Status updated to In Progress](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/updatecaseplan.png)
4. Click **Save**.

## Update Client Progress

As a Client progresses through their Case Plan, you'll need to make updates to the status of Action Items and update Action Item Due Dates. It's quick and easy to do this on the Case Plan Detail.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_tip.png)

Tip Click a goal's chevron ![Chevron icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/chevron.png) to view action items, due dates, and statuses.

1. Click ![Chevron icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/chevron.png) to open the first goal.
2. Click the![Pencil icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/pencilicon_1.png) and mark finished action items **Completed**. You can also add new goals or action items if needed.
3. Mark the goal status **Completed** when you're confident that your Client has reached their goal.
4. Click **Save**.

As you complete Action Items, the progress bar for the Goal automatically updates.

![Status updates on Goal and Action Item to show client progress](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/updateclientprogress.png)