Configuring the User Listing Columns
Table of Contents
User Listings Overview
User List Page
User Config
Drag and Drop User List Columns
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
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.
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…
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
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.