Announcements
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.
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Guides | Statistics | Tasks
The Statistics Overview
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
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Guides | Statistics | Tasks | Together Guides
The Statistics Builder
Discover the powerful Statistics Builder in SwiftCase. Configure timely email reports about the performance of your Tasks.
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Guides | Reminders | Tasks | Together Guides
Reminders in SwiftCase
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
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Workflow Builder – Status settings
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
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Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
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Automated Events
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger!
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The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly.
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Guides | Together Guides | Types | Users
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.
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Guides | Together Guides | Types | Users
Export a list of Users as a .csv file
Learn how to export all your key user information from SwiftCase as a versatile .csv file, enabling your team to export data to another app.