SwiftCase is a case management software. Ourcase management systemallows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task.
Create your first task
- ClickTasksto navigate to the Dashboard, then click addCreate New Task
- Choose a Client and Client Staffand click Create Task
- Choose a Workflow for your Task and click Add Task
- Fill out the relevant fields, these will be subject to the Workflow you chose and click Save. Your Task has been created successfully! ClickView Taskto view theTask Page