The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically placed on a Task when particular requirements are met. Adding an Amber Alert Automated Event Check the Business Hours Only? checkbox if you want the Amber Alert event to only happen during…

Create your first workflow using the Workflow Builder. The workflow builder is a powerful, easy-to-use interface. It allows you to create, update and modify workflows- without any need for code or coding knowledge! With the Workflow Builder, you can: Build custom forms and actions Add automated events Add statuses Decided when and how your workflow moves status with…

The SMS Automated event automatically sends an SMS. You can tailor the content of the SMS by creating custom SMS Templates and choosing to who the SMS sends to. The message will trigger when specific requirements that you set are met. Adding a SMS Automated Event Select the SMS template you want to send from…

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

Document Templates can be configured in your workflows on your SwiftCase system. Discover how to create document templates by reading on. Creating a Document Template Note: Tags are used to generate and display information from the Task, allowing each document to be specific to that Task. With SwiftCase you can automate the information gathering process by adding information…