Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements. … Read More
Author Archives: Phil Whitby
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. … Read More
Tags: Statistics, Statistics Overview, Tasks
The Statistics Builder
Discover the powerful Statistics Builder in SwiftCase. Configure timely email reports about the performance of your Tasks. … Read More
Tags: Statistics, Statistics Builder, Tasks
Reminders in SwiftCase
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met. … Read More
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. … Read More
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details. … Read More
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! … Read More
Tags: Automated Events, Tasks, Workflow Builder
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly. … Read More
Tags: Tasks, Workflow Builder
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page. … Read More
Tags: User Information, User Listings, User 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. … Read More
Tags: User Export, User Information, User Types, Users