Guides

Questions
Guides
Phil Whitby

Questions

Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.

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Task log
Guides
Phil Whitby

The Task Log

Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.

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Guides
Phil Whitby

The Overview Tab

Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.

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Guides
Phil Whitby

Creating a Task

Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.

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