Creating and Editing Questions
Table of Contents
Workflow Questions Overview
Workflow Questions

Profile Questions


Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task.
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance.
Adding a Failed Appointment box Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.
The Manual Allocation actions allow you to allocate Tasks to your Team Members. You can filter by Skills or Role, saving you from having to scroll through your Users to find the right person. Adding a Manual Allocation action Note: You can add more than one question and also add a specific answer, so the box will…
Add a User’s email to their account so they can send and receive emails through SwiftCase! Adding an Email Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin . Note: Please note that you will have to enable access to third party applications…
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.