Reminders in SwiftCase
Table of Contents
Reminders Overview
Create Reminders in a Task
Managing Reminders
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…
Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow.
Email Templates pre-populate the content of an email, saving you and your team from repeatedly typing out the same emails to your clients. Creating an Email Template Note: Tags are used to generate and display information from the Task, allowing each email to be customisable to the recipient/subject. Example Email Template
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.