Quick Reference

Task Assignment in IntegrityCounts lets you create and manage a checklist of investigation steps within a case. Each task can have a description, due date, assigned user, status, and comments with attachments. Tasks keep investigations organized and ensure nothing falls through the cracks.

How to Create a Task

Step 1: Open the Case

From the Case Manager Dashboard, click on the case you want to add a task to.

Step 2: Navigate to the Tasks Tab

Click the Tasks tab in the left sidebar of the case view.

Step 3: Click Add Task

Click the Add Task button. A form will appear where you can enter the task details.

Step 4: Fill in Task Details

• Title: A clear, concise description of what needs to be done
• Description: Additional context or instructions
• Assigned To: The user responsible for completing the task
• Due Date: When the task should be completed by
• Status: Open, In Progress, or Complete

Step 5: Save

Click Save. The task appears in the task list for this case. The assigned user receives a notification.

How to Edit a Task

Click on an existing task to open it. You can update any field, including the title, description, assigned user, due date, and status. Click Save to apply your changes.

You can also add comments and attachments to a task by using the comment section at the bottom of the task detail view. This is useful for providing updates or sharing evidence related to a specific investigation step.

Task Management Tips

• Break investigations into clear steps. Instead of one task that says "Investigate," create specific tasks like "Interview witness A," "Review security footage," "Document findings."
• Use due dates proactively. Setting due dates helps your team stay on track and ensures investigations move forward in a timely manner.
• Update status as you go. Moving tasks from Open to In Progress to Complete gives the whole team visibility into investigation progress.
• Use comments for documentation. Task comments create a record of actions taken for each investigation step.