Investigation Report Template by ClickUp™

Investigations can often be complex and time consuming. Having the right template in place is key to streamlining the process so you can get the answers you need quickly.

ClickUp's Investigation Report Template helps you create a comprehensive investigation report with all of the necessary details, including:

Organized evidence inventory
The process and timeline of events
Relevant documents and other data points

This template makes it easy to compile all of your investigation findings into one report that's organized, comprehensive, and ready to share. Get started now to make sure your investigations are thorough and complete!

Benefits of an Investigation Report Template

Investigations can be complex and time-consuming. A well-crafted investigation report template can help:

Improve organization and accuracy by providing a clear structure for collecting and presenting information
Save time by quickly providing the information required to make decisions
Provide a consistent record of events, helping to reduce future disputes and legal issues
Enhance collaboration and communication among stakeholders, ensuring everyone is on the same page

Main Elements of an Investigation Report Template

ClickUp's Investigation Report Template is designed to help you track investigations, document their progress, and keep stakeholders informed. This Doc template includes:

Custom Statuses: Create tasks with various custom statuses to keep track of the different stages of an investigation
Custom Fields: Categorize and add attributes to manage your investigations and easily visualize their progress
Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
Project Management: Improve investigation tracking with comment reactions, notes, attachments, and priority labels

How to Use an Investigation Report Template

If you’ve been tasked with conducting an investigation, you’ll need to document it in a report. The report should include all relevant information and be presented in a professional manner. Here are some tips and steps to help you create an effective investigation report:

1. Gather pertinent information

You'll need to collect all of the necessary information before you can start writing your report. This includes primary and secondary sources, such as interviews, documents, and other relevant data.

Use Dashboards in ClickUp to easily gather and organize all of the info you need for your report.

2. Create the report

Once you have all the necessary information, it's time to start creating your report. Start by outlining the key points you want to include in the report.

Use Docs in ClickUp to create your report outline and add relevant information.

3. Draft the report

Write out the report in a professional and accurate manner. Make sure to include all the relevant information, as well as any analysis or conclusions you have drawn from your investigation.

Use the Table view in ClickUp to create a comprehensive, organized report with all the data you need.

4. Review and submit

Take the time to review your report for any errors or inaccuracies before submitting it. Once you’re satisfied with the report, you can submit it to the appropriate parties.

Create tasks in ClickUp to review the report for accuracy and then submit it when it’s ready.

Get Started with ClickUp's Investigation Report Template

Investigators can use this Investigation Report Template to help everyone stay on the same page when it comes to documenting findings and collecting evidence.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.