Create a Skill
Table of Contents
Create A Skill Overview
The Allocation Admin panel
Skills list
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.
The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
The Create Reminder automated event automatically creates a reminder. You can set specific requirements so that the creation of the reminder is only triggered once the required conditions are met. Adding a Create Reminder Automated Event Click the Automated Events tab on the Status to which you want to create a reminder. Drag and drop the Create Reminder automated event into…
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…
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.