The Overview Tab
Table of Contents
SwiftCase Overview Panel
Configure in the Workflow Builder
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
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…
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.
The Meeting Workflow helps you organise and track your meetings all the way through, from booking the meeting to post-meeting follow-up actions. Using the Meeting Workflow