The Task Log
Table of Contents
Overview
The Red Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so a red flag alert will be automatically placed on a Task when particular requirements are met. Adding a Red Alert Automated Event Check the Business Hours Only? checkbox if you want the Red Alert event to only happen during business…
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
Add a User’s email to their account so they can send and receive emails through SwiftCase! Adding an Email Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin . Note: Please note that you will have to enable access to third party applications…
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
Adding a Failed Appointment box Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.