Where to find it:

Open a case from the Cases section

Steps to create an investigation:

1. Open the case where you want to create an investigation
2. Go to Investigation & Tasks
3. Click New Investigation
   

Enter the following details:

• Title
• Description
• Findings
• Priority
• Due date
  
  Click Create Investigation
  
  

👉 The investigation is linked to the case and tracked automatically

💡 Tip: Set priority and due date to manage investigations effectively