The Overview Tab - SwiftCase The Overview Tab - SwiftCase

SwiftCase Overview Panel

The overview tab is a convenient way to see relevant task information at all times, regardless of the status. It can display question answers, task users and links to profiles.

The overview tab can be found underneath the Quick Actions panel on the right of the Task page:

Configure in the Workflow Builder

Configuring the information visible in the overview tab is performed on the specific workflow in the workflow builder. Navigate to the workflow page and you will see the Overview Fields in the Customise Listings panel of the Configuration panel at the top of the page.