Create a Skill
Table of Contents
Create A Skill Overview
The Allocation Admin panel
Skills list
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data.
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
The Auto-allocate automated event automatically allocates a User to a Task. This User will be allocated based on specific requirements you can set, and the allocation will trigger once certain conditions are met. Adding a Auto-allocate automated event Choose from the Allocation Sets from the Allocation Set(s) dropdown options. This will determine who gets automatically allocated. Check…
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time.