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Touring the Dashboard
Track all your tasks using the Dashboard. The Dashboard gives a clear overview of all your tasks, their statuses, and RAG statuses. It lets you see what jobs may need addressing and how far off their completion. Discover how to use the Dashboard by viewing the guide below. How to View the Dashboard Click format_list_numbered Tasks to navigate…
How to use the Search Form
As you and your Team Members use SwiftCase and start creating Tasks, you may wish to use the search form to find exact Tasks- whether those are active or archived! Starting a Search Advanced Search options
How to add a user email (Internal Admin)
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…
Viewing a Task page
When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place. Finding the Task Note: You can also use the Search Form to find the task you wish…