Task Notes in SwiftCase
Table of Contents
Task Notes Overview
The Task Notes Panel
Add a Note
Note Tagging
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.
The On Hold box allows you to put a Task on hold with one click. You can also add a reason why the Task is going on hold in the box provided. Adding an On Hold box Note: You can add more than one question and also add a specific answer, so the box will only show…
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
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
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger!
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.