Contents
Workflows grow. What starts as a simple process often evolves into something with dozens of statuses. Finding the right one becomes a scroll-fest. This quarter fixes that.
Find Any Status in Seconds
Status tags let you categorise your workflow statuses however makes sense for your business. Tag them by stage: "Initial", "In Progress", "Quality Check", "Complete". Tag them by team: "Claims", "Underwriting", "Payments". Tag them by priority: "Urgent", "Standard", "Low".
Then filter. Instead of scrolling through forty statuses, you see only the ten that matter right now.
Tags flow through to reporting too. Want to see how long cases spend in "Quality Check" statuses versus "In Progress" statuses? Now you can.
Track Financial Activity Per User
User profiles now include a statement section showing all financial activity associated with that user. Commissions, fees, adjustments: all visible in one place.
This makes reconciliation simpler and gives managers visibility into the financial side of individual user activity without running separate reports.
Parent Tasks That Actually Wait
If you've built approval workflows or multi-stage processes, you've probably hit this frustration: the parent task moves to "Complete" before all child tasks are actually finished.
We've rebuilt the parent task status logic to properly evaluate children before triggering status changes. The parent waits until all children reach the required state. No race conditions. No premature completions. The workflow behaves as designed.
Better Data Entry
Two small improvements that make daily use more pleasant:
Multiselect dropdowns stay open after you make a selection. When you're choosing multiple options, you no longer need to reopen the dropdown for each one.
Configurable styling on questions lets you add custom classes to specific form fields. Need to highlight a critical question or adjust layout for a particular field? Now you can.
API Task Management
The API now supports cancelling and deleting tasks, completing the set of task lifecycle operations available programmatically. External systems can now fully manage task states without manual intervention.
Ready to automate your workflows?
SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.