Task Notes in SwiftCase
Table of Contents
Task Notes Overview
The Task Notes Panel
Add a Note
Note Tagging
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…
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.
Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.
To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be an Internal Admin in order to update Users’ passwords.
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.