Workflow Builder – Workflow Configuration
Workflow Builder Overview
Task Settings

Customise Listings



With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow. Adding a Form to a Status Note: To discover how to create your own custom questions, view our guide.
Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
Familiarise yourself with creating a skill on SwiftCase, a powerful way to filter and allocate users to a Task.
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.