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How do investigations and tasks work?
The Investigation & Tasks section helps you manage actions within a case, ensuring all compliance activities are tracked and completed.

Where to find it:

Open a case → Go to Investigation & Tasks tab

What you can do:

  • Create investigations → Document findings and analysis
  • Add tasks → Assign actions to team members
  • Track progress → Monitor status and completion
  • Set priorities and deadlines → Ensure timely resolution

How it works:

  1. Open the case
  2. Go to Investigation & Tasks
  3. Click New Investigation or Add Task
  4. Enter details (title, description, priority, due date)
  5. Save to track progress

What to do:

👉 Regularly update tasks and investigations to keep cases moving

💡 Tip: Assign priorities to focus on high-risk cases first

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