Task Notes in SwiftCase
Table of Contents
Task Notes Overview
The Task Notes Panel
Add a Note

Note Tagging


Work together with your Team to create Tasks, share information and communicate by adding your Team Members to your SwiftCase system. Adding a Team Member in SwiftCase Connecting a User’s email to SwiftCase In SwiftCase, you can directly send and receive emails. If you need to communicate with a Team Member or Client, you can do so…
Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers
The Support Ticket workflow helps handle and log all support issues. Using the Support Ticket workflow Note: The first three steps should be filled out by the User with the IT problem and they should choose their company as the Client, and their name as the Client Staff.
Add a User’s email to their account so they can send and receive emails through SwiftCase! Adding an Email Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin . Note: Please note that you will have to enable access to third party applications…
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
Learn how to create new users on your SwiftCase app, to enable your team, clients, or suppliers to access their tasks.