Task Notes in SwiftCase
Table of Contents
Task Notes Overview
The Task Notes Panel
Add a Note
Note Tagging
Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task.
If you have forgotten your password, or need to reset it, do not worry! Follow the steps below to find out how to change your password and get back into your SwiftCase quickly. Changing your Password
Note Buttons have the same functionality as Buttons except they also allow you to create a note. For example, you could create an ‘On-hold’ button where you can add the reason for putting the task on hold into the note section and then click the button to simultaneously log the note and change the status to On-hold (which…
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
The On Hold box allows you to put a Task on hold with one click. You can also add a reason why the Task is going on hold in the box provided. Adding an On Hold box Note: You can add more than one question and also add a specific answer, so the box will only show…
Adding a JavaScript action 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.