As you and your Team Members use SwiftCase and start creating Tasks, you may wish to use the search form to find exact Tasks- whether those are active or archived! Starting a Search Advanced Search options

The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule

The Create Reminder automated event automatically creates a reminder. You can set specific requirements so that the creation of the reminder is only triggered once the required conditions are met. Adding a Create Reminder Automated Event Click the Automated Events tab on the Status to which you want to create a reminder. Drag and drop the Create Reminder automated event into…

If you have forgotten your password, or need to reset it, do not worry! Follow the steps below to find out how to change your password and get back into your SwiftCase quickly. Changing your Password

Learn how to add Client Contacts (client staff) to your SwiftCase, so you can create tasks related to those Clients and keep them updated throughout the process with SwiftCase’s clear and automated communication channels! Adding Client Contacts Tips: You can add as many Client Staff to a Client as you want, by repeating the steps above

The Questions Answered Moving Rule will automatically move the Task to a specified status once questions are answered. You can even specify answers to these questions, so the status change will only trigger after the required answer is submitted. Adding a Questions Answered Moving Rule Click the Moving Rules tab on the Status to which you want to add…