> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.dealum.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Assignees and application tasks

* [How to assign an application to a deal room member?](https://help.dealum.com/en/article/assignees-and-application-tasks-dnmosv/?bust=1679665670048#6-how-to-assign-an-application-to-a-deal-room-member)
* [How to change/remove the assignee of a company application?](https://help.dealum.com/en/article/assignees-and-application-tasks-dnmosv/?bust=1679665670048#6-how-to-changeremove-the-assignee-of-a-company-application)
* [How to manage tasks related to a company application?](https://help.dealum.com/en/article/assignees-and-application-tasks-dnmosv/?bust=1679665670048#6-how-to-manage-tasks-related-to-a-company-application)
---

###### How to assign an application to a deal room member?

You can assign a specific member to work with/be responsible for a specific company application by using the application tasks feature. 

**To turn the application tasks feature on/off:**
* Go to deal room settings
* Open the Preferences tab
* Tick/untick “Enable application tasks and assignees” in the Configuration section

![](https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/chromed1tg76nwhs_1xcfvt5.png)

Below that, you can also set up a pre-defined list of frequently used tasks, so you could select them from a dropdown instead of having to type them in every time. 

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/image_1878pgh.png) 

If you've enabled application tasks, you can assign application-related tasks to your members. This can be done either in the Funnel view, in the "Tasks assigned" column; or in the tasks section on the right sidebar of an opened company application.

![](https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/tasks222_14itb3o.png)

You can leave the task description empty, and still assign a member to it. This way you are essentially assigning the application to a member, not just a task. 

![](https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/image_r9tfmg.png)

|| Assignees and tasks on a company application are visible to those members who have access to that application in your deal room and have [full activity access](https://help.dealum.com/en/article/managing-access-of-deal-room-members-1ex0spq/#6-how-to-give-different-deal-room-members-different-access-in-the-deal-room-how-to-create-and-edit-member-access-groups).
---

###### How to change/remove the assignee of a company application?

To change the assignee, click on the person the task is currently assigned to and choose a new assignee or mark it as unassigned.

![](https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/image_ygzplo.png)

|| If you change the assignee of a completed task, its status will revert to not completed.
---

###### How to manage tasks related to a company application?

You can turn the application tasks feature on/off in your deal room setting (see the instructions [above](https://help.dealum.com/en/article/assignees-and-application-tasks-dnmosv/?bust=1679665622869#6-how-to-assign-an-application-to-a-deal-room-member)).

You can add tasks to an application straight **from the funnel**, or from the **opened application** view.

**1. To add from Funnel**:
* Click on the task icon
* Create tasks and assign them
* Add deadlines and reminders if needed
![](https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/addtasksfunnel_lhyzof.gif)

To assign multiple applications or application tasks at once:
* In funnel view, select the applications you want to assign or add tasks to
* Open the Actions menu and choose "Add tasks"
* Create tasks and assign them
* Add deadlines and reminders if needed
![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/add-tasks_1kz51ly.png)

|| If you don't have the "Tasks assigned" column in the funnel, the feature is disabled in your deal room or you have [hidden this column](https://help.dealum.com/en/article/configuring-the-funnel-list-view-1unuy70/) in your funnel view.

**2. To add from the application view**:
* Open application
* Go to tasks section on the right
* Click Add
* Create tasks and assign them
* Add deadlines and reminders if needed
![](https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/addtasks_7ollde.gif)

| You can **drag and drop tasks** into any desired order.
![](https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/dragndrop_10qxpte.gif)

If a deadline has been added to a task, it is displayed next to it. If the due date icon has turned yellow, the task is due today. If it has turned red, the due date has passed. If a reminder has been added to the task, the assignee will receive an in-app or email notification (depending on your [deal room's notifications setup](https://help.dealum.com/en/article/deal-room-notifications-setup-1g51xm7/) and the user's [personal notifications settings](https://help.dealum.com/en/article/personal-notifications-settings-1o7ekxw/)) at the configured time.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803d61f504a71800/image_9uytbm.png)
|| Due date notifications are not sent real time. If a task with a due date on January 15 at 11:25 has been added and the reminder has been configured at time of due date, the notification is not sent exactly at 11:25.

Members with ['full edit access' to companies](https://help.dealum.com/en/article/managing-access-of-deal-room-members-1ex0spq/#6-how-to-give-different-deal-room-members-different-access-in-the-deal-room-how-to-create-and-edit-member-access-groups) can add tasks to applications and assign them to other deal room members. Members with  'view companies' or higher companies access and full activity access can view all tasks, as well as create and assign new tasks to themselves on company applications they have access to. 
![](https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/image_yopzae.png)

|| Tasks can be marked as done by the member assigned to the task, or by members who have 'full edit access' to companies in the deal room.