Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand. … Read More
Monthly Archives: December 2020
How do I create, edit or delete an email template?
Updated 16/12/2020 Creating a template When creating your own tasks using the workflow builder, one of the options available is to have emails automatically sent out when a task reached a specific status, however, this requires you to have created … Read More
View the User Log
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance. … Read More
Tags: User Log, User Profile, Users
Change a Users Permissions/Role
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks. … Read More
Tags: Permissions, Roles, Skills, User Profile, Users
Add a Skill to a User
Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks. … Read More
Tags: Allocation, Skills, User Profile, Users
Create a Skill
Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task. … Read More
Tags: Allocation, Skills, User Profile, Users
Add 2 Factor Authentication to a User account
Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients. … Read More
Tags: 2Fa, Authentication, Security, User Profile, Users
Add a User Email Account
Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task. … Read More
Tags: Email, User Profile, Users
Task Notes in SwiftCase
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop. … Read More
Tags: Task Notes, Tasks
Quick Actions
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
Tags: Quick Actions, Tasks