Workflow and Profile Questions
Table of Contents
Questions Overview
Workflow Questions
Profile Questions
Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task.
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
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.
You can send and receive emails in SwiftCase. Follow the steps below to learn how. Note: Please bear in mind that you have to have configured an Email Address before being able to send and receive emails. To find out how to add an email to SwiftCase, view our guide . How to send an email to a User When clicking the Email User button…
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.