View the User Log
See a Users Activity
The User Log
Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.
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
SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task. Create your first task
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…
The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.
Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task.