Use templates for repeatable work
Task templates reduce missed steps across common workflows. On a case, open Fulfillment and use Data collection tasks. Select a template, choose a teammate from the assignee picker or choose Assign to me, and select Assign task.
- 1. Open a case and select Fulfillment.
- 2. In Data collection tasks, select a template from the Template field.
- 3. Search for a teammate by name, email, or role, or choose Assign to me; leave it unassigned only when that is intentional.
- 4. Select Assign task, then open the task row to add evidence and complete the work.
Review before closure
Completed tasks should be checked before a response packet is finalized. Task completion indicates work was done; review confirms it satisfies the request scope.
- Check uploaded evidence and notes for relevance.
- Follow up on incomplete or ambiguous task results.
- Record decisions that narrow or expand fulfillment scope.
Make the result reviewable
A completed task should tell the case owner what was checked and what was found. “Done” alone makes it hard to tell whether the right account, period, or data source was reviewed.
- Name the system and search scope in the task instructions.
- Ask the assignee to record whether relevant records were found, including a clear no-results outcome when appropriate.
- Check files for unrelated people’s data before using them in a response.
- If work cannot be completed, record the obstacle and agree the next step instead of marking it complete just to clear the list.
Need more help?
Product support is available at support@privacyrequests.co. Requesters should contact the company handling the request first because that company controls the case record and response decisions.