Updated 27/01/2021 Optimise Processes Get the right tasks, to the right people, at the right time. Sync specific jobs with people, who are both available and have the necessary skills. Improve your productivity, by improving your workflows. Cut any unneeded steps, and run processes simultaneously, to reduce the time taken to complete tasks. With workflow…
Updated 20/01/2021 Improving your workflow If you have read our first guide, ‘What is a workflow?’, then you should now know what it is and have your current workflow(s) documented. If not, please have a read of that first, and you will gain more from this guide. So, you should now have a series of…
Updated 13/01/2021 What does workflow mean? You have probably come across the term ‘workflow’ and wondered what it means, and how is it important to my business. A ‘workflow’ is very simply a set of steps that go together to carry out a specific task, or process, i.e. work. Do you have a workflow? Depending…
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
Discover the powerful Statistics Builder in SwiftCase. Configure timely email reports about the performance of your Tasks.
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
Updated 06/01/2021 Automating the processes, that make up your workflow, is a great way to boost productivity, facilitate growth and focus your energy on providing excellent services. Real-time Monitoring Keep a close eye on the work streams you need to monitor carefully with custom task listings, e.g. an important new client or staff under review….
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