All Use CasesCaseload Management

Triage your caseload in 30 seconds

Your morning starts with a single view of every student in your care. TEX surfaces the students who need you most — those who missed a milestone, dropped in engagement, or have a deadline approaching. No scrolling through spreadsheets, no guessing who to check on first.

The priority queue updates in real time as students interact with opportunities, complete assessments, or fall behind. You see the signal, not the noise.

How it works

1

Open the Counselor Dashboard — your caseload loads with priority sorting applied automatically.

2

Review the flagged students at the top: engagement drop-offs, missed deadlines, and incomplete career plans are highlighted.

3

Click into any student for their full profile, or use bulk actions to send check-ins to multiple students at once.

4

As you resolve items, the queue updates — giving you a clear sense of progress through the day.

30s

Average time to triage a full caseload

Ready to spend more time with students?

See how TEX can simplify your day. Schedule a 30-minute demo with our education team.