Guides

This guide will show you how to use the 'Create Reminder' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically create a reminder based on time factors or questions answered.

This guide will show you how to use the 'Create User' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically create a user based on time factors or questions answered.

This guide will show you how to use the 'Generate Document' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically generate a document based on time factors or questions answered.

This guide will show you how to use the 'Send Email' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically send out an email based on time factors or questions answered.

This guide will show you how to use the 'SMS' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically send out an SMS based on time factors or questions answered.

This guide will show you how to use the 'Amber Alert' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically change its RAG status based on time factors or questions answered.

This guide will outline how to add different statuses when building a Workflow. These statuses help to outline each sub-process needed to complete the Task, as well as clearly show the progress of the Task.

This guide will show you how to use the 'Change Product Status' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will move status automatically based on time factors or questions answered.

This guide will show you how to use the 'Red Alert' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically change its RAG status based on time factors or questions answered.

This guide will show you how to use the 'Auto-allocate' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically allocate one of your team members to a task based on time factors or questions answered.

A run-through on viewing the task on your SwiftCase system.

Guide on how to create and use the Support Ticket workflow.