Your business doesn't run on SwiftCase alone. You have CRMs, accounting systems, websites, apps. This quarter's updates make SwiftCase play better with all of them.
Create Tasks From Anywhere
Our API now fully supports creating child tasks programmatically. This matters because it means your other systems can trigger work in SwiftCase automatically.
A form submission on your website can create a task. Your CRM can spawn follow-up tasks when deals close. Your scheduling system can generate inspection tasks for upcoming appointments.
The API handles the complexity: establishing parent-child relationships, inheriting relevant data, triggering your workflow rules. External systems just need to make a simple request.
Even better: SwiftCase can now auto-allocate these tasks based on contact information in the request. If the task relates to a specific customer, it goes to the right handler automatically.
See How Your Team Is Performing
Every user profile now includes a statistics panel. At a glance, you can see:
- How many cases they're handling
- Their average completion times
- Performance against targets
- Trend over time
Managers get visibility without running reports. Team members can see their own metrics. It's the kind of transparency that drives improvement.
We've also added the option to require notes when deleting tasks. It's a small accountability measure that creates better audit trails for regulated industries.
Tag Your Generated Documents
When SwiftCase generates a document or sends an email with attachments, those files can now be automatically tagged. Tags make documents findable later: all "Initial Reports" in one search, all "Client Correspondence" in another.
Configure tags once in your workflow, and every generated document gets categorised correctly without manual intervention.
Control Widgets During Hold Periods
Sometimes a task is on hold waiting for external input, but you still need clients to interact with certain widgets. Sometimes you need to lock everything down.
Now you can configure this precisely. Specify which widgets remain active during hold periods and for which user types. Your workflow, your rules.
Smarter Status Changes
Parent tasks can now wait intelligently for their children. The parent status won't change until all child tasks reach the required state. No more premature status changes because of race conditions or timing issues.
This is essential for approval workflows, multi-stage processes, and any scenario where a parent task shouldn't complete until all sub-work is finished.
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