SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task. Create your first task

The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.

The Note action allows you to quickly and easily add a Task note, which will get automatically logged for you and your Team Members to refer back to. Adding a Note Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side. Drag and drop…

Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.