Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information. … Read More
Tasks
Task Widgets
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks. … Read More
Tags: Tasks, Workflow Builder
Question Types
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients. … Read More
Tags: Questions, Tasks, User Profile
Using Question Answers in Email/Document Templates
Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow. … Read More
Tags: Questions, Tasks, User Profile
Creating and Editing Questions
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions. … Read More
Tags: Questions, Tasks, User Profile
Workflow and Profile Questions
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data. … Read More
The Task Log
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers. … Read More
The Overview Tab
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information. … Read More
Tags: Task
Creating a Task
Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation. … Read More
Tags: Child Tasks, Tasks
The Document Manager
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients. … Read More
Tags: Document Manager, Documents, Tasks, User Profile