Set tasks, be organized, and never miss a beat - ever!

INVESTIGATION TASK MANAGEMENT

Set at Task to Never Miss Another Task

As soon as you start using CROSStrax, you’ll notice your investigation task management list will be sorted by the due date in your personal dashboard. You’ll see what needs to be completed and when. The CROSStrax task management system will save hours of time, the frustration of missed to-do’s, and will make your business much more efficient.

Each task is entered from within the case record by:

  • describing what the task entails
  • assigning a task owner
  • selecting a due date
  • selecting when you would like to be reminded

Up to a 60-DAY FREE Trial

Sign up fast, with up to 60-days and no credit card required.
FREE TRIAL

Investigation Task Management

The CROSStrax investigation task management system displays your open tasks that are due or past due on your personalized dashboard so that you can see your upcoming tasks and tasks that may have been overlooked. CROSStrax keeps a running log of who added the task and when the task was added. Each new task is added to the case in chronological order.

Additionally, each case has it’s own task management section in it so every task, even at the most granular level, is given the appropriate importance. If that’s not enough, our task system is color coded (green, amber, red), so you can see how well you’re doing at a quick glance.

Investigation Task Management

“Assigning work to different investigators has never been this easy! The system tells me the closest investigator and lets me choose. Then it populates all of the investigator’s information in the case.”
– Debbie, Operations Manager

Email Reminders

The investigation task management system allows tasks to be set up with reminders. CROSStrax emails the task’s owner on, before the due date, or at a custom interval. This gives the user complete control of how they want to be reminded of each task.

Task Visibility

If a task is not completed by the due date, the CROSStrax task management system provides managers with a way of quickly auditing all tasks. If tasks aren’t being completed in a timely manner, this performance issue can be addressed immediately. Task tracking has never been easier.

crosstrax.

CROSStrax is cloud-based case management and CRM software designed to streamline the process of managing an investigation as well as your clients who assign them. CROSStrax will assist your company in becoming more organized, efficient, and profitable with less effort.

© 2016 CROSStrax, LLC

POLICY AND SECURITY

MEET CROSSTRAX

FOLLOW US

800.464.8819

info (at) crosstrax .co

1217 Airport Road Suite 420 Destin, Florida 32541

Pin It on Pinterest

Share This