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Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.
Meeting Workflow Guide
The Meeting Workflow helps you organise and track your meetings all the way through, from booking the meeting to post-meeting follow-up actions. Using the Meeting Workflow
- Guides | Profile | Together Guides | Users
View the User Log
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance.
- Guides | Profile | Tasks | Together Guides
Creating and Editing Questions
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
How To Create A Task
SwiftCase is a case management software. Our case management system allows 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
How to edit Workflow Visibility (internal admin)
Internal Admins can control what Workflows their Team Members can and cannot see by editing their Workflow Visibility. Follow the steps below to manage Workflow Visibility.

