Workflow Builder

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

The Workflow Builder

Discover how the workflow builder can help you customise your workflows instantly. … Read More

Task Widgets

Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks. … Read More