The Button Clicked Moving Rule moves to a specified status once the User clicks the button. Adding a Button Clicked Moving Rule Note: The button must be ones that have been created in the current status that you are making the moving rules for.

The Auto-allocate automated event automatically allocates a User to a Task. This User will be allocated based on specific requirements you can set, and the allocation will trigger once certain conditions are met. Adding a Auto-allocate automated event Choose from the Allocation Sets from the Allocation Set(s) dropdown options. This will determine who gets automatically allocated. Check…

The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule

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

Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.