Create a Skill
Table of Contents
Create A Skill Overview
The Allocation Admin panel
Skills list
Keep all your staff informed of important decisions and changes within the company or workflow with SwiftCase announcements.
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.
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…
The Send Email automated event automatically sends an email. You can tailor the content of the Email by creating custom Email Templates and choosing who the Email sends to. The message will trigger when specific requirements that you set are met. Adding a Send Email Automated Event Select an email template from the Email Template dropdown box….
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time.
Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.