Workflow Builder – Status settings
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
Automated Events
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!
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly.
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.