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How to get to the Workflow Builder page
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.
Creating a Task
Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.
Update a Users Profile Information
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
Task Widgets
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.
The Document Manager
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.

How to add a URL Button
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.