The Note action allows you to quickly and easily add a Task note, which will get automatically logged for you and your Team Members to refer back to. Adding a Note Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side. Drag and drop…

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

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…

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…

SwiftCase provides default questions to use in your forms, such as First Name or Email, although you may need to create your custom questions for your forms. Creating custom Questions