Configuring the User Listing Columns
Table of Contents
User Listings Overview
User List Page
User Config
Drag and Drop User List Columns
Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.
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
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.
The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically placed on a Task when particular requirements are met. Adding an Amber Alert Automated Event Check the Business Hours Only? checkbox if you want the Amber Alert event to only happen during…
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…
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.