Task Management
The Task Management module in the LISA allows users to organize, assign, and monitor tasks related to cases.
This ensures accountability, better collaboration, and improved tracking of progress.
📌 Creating Tasks
- Navigate to the Tasks section in the left-hand menu.
- Click New Task.
- Fill out the required details:
- Task Title – a short, descriptive name.
- Description – details about the work to be completed.
- Due Date – expected completion date.
- Assigned User(s) – select from available users.
✅ Once saved, the task will appear in the case timeline.
📊 Tracking Progress
- Tasks are displayed with status indicators:
- ⬜ Not Started
- ⏳ In Progress
- ✅ Completed
- Use filters to view tasks by case, user, or deadline.
- Overdue tasks are highlighted in red for visibility.
🔔 Notifications
- Users assigned to a task receive automated notifications.
- Notifications are triggered when:
- A task is assigned.
- A due date is approaching.
- A task is completed.
👥 Collaboration
- Tasks can be linked to cases for context.
- Multiple users can collaborate on the same task.
- Comments allow for quick updates and communication within each task.
🛠️ Admin Controls
- Administrators can configure:
- Task categories (e.g., Investigation, Documentation, Review).
- Default deadlines for recurring tasks.
- Permissions for creating, editing, and assigning tasks.