Quick Actions
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
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.
Guides | Profile | Tasks | Together Guides
Question Types
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.
Guides | Profile | Tasks | Together Guides
Using Question Answers in Email/Document Templates
Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow.
Guides | Profile | Tasks | Together Guides
Creating and Editing Questions
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
Guides | Profile | Tasks | Together Guides
Workflow and Profile Questions
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.
The Task Log
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.
The Overview Tab
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
Creating a Task
Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.
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.