The Questions Answered Moving Rule will automatically move the Task to a specified status once questions are answered. You can even specify answers to these questions, so the status change will only trigger after the required answer is submitted. Adding a Questions Answered Moving Rule Click the Moving Rules tab on the Status to which you want to add…

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…

Create your first workflow using the Workflow Builder. The workflow builder is a powerful, easy-to-use interface. It allows you to create, update and modify workflows- without any need for code or coding knowledge! With the Workflow Builder, you can: Build custom forms and actions Add automated events Add statuses Decided when and how your workflow moves status with…