Reminders in SwiftCase
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
Updated 06/01/2021 Automating the processes, that make up your workflow, is a great way to boost productivity, facilitate growth and focus your energy on providing excellent services. Real-time Monitoring Keep a close eye on the work streams you need to monitor carefully with custom task listings, e.g. an important new client or staff under review….
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger!
Discover how the workflow builder can help you customise your workflows instantly.
Updated 30/12/2020 Keeping your tasks in a manageable, doable, prioritised and SLA-monitored list can help you to focus on the work you need to do, so, that you are your most productive. If you need accurate and well-designed Workflow Prioritisation, get in touch with us today.
Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over automation leading to ‘robots’ taking over professional work, in the same way as the industrial and digital revolutions affected manual workers, is rife in the column inches of our news outlets. Are we headed for mass…
Updated 23/12/2020 Following on from last week’s blog on the subject, we look at five additional ways in which automation can improve your productivity. 6) Cut forms down to size When gathering data required there can be a mass of redundant information, which through training of staff can be omitted. However, this means only a…
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.