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The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly.

How to add a List Documents action
Adding a List Documents 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.

How To Create 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
Task Widgets
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.

How to get to the Workflow Builder page
The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.
The Overview Tab
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.