Assignees and application tasks
How to assign an application to a deal room member?
How to change/remove the assignee of a company application?
How to manage tasks related to a company application?
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
scroll down to “Application tasks” in the Setup section
tick/untick “Enable application tasks”
You can then assign applications to members in the Assigned column in the funnel list view or in the “Tasks” section on the right sidebar when having a company application open.
The same feature also allows you to assign tasks related to the company application to your deal room members. You can assign different tasks to different members if needed. You can read more about it below.
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.
To change the assignee, open the company application and scroll down to the Tasks section you can see on the right side. Click on the person the application is currently assigned to and choose a new assignee or make the application unassigned.
You can turn the application tasks feature on/off in your deal room setting (see the instructions above).
To add tasks to a company application:
open the company application
find the Tasks section on the right sidebar
click "Add"
add as many tasks as you need and assign each task to any deal room member
click "Save"
Members with full edit access to companies in the deal room can add tasks to applications and assign them to any deal room members.
Each member who has '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.
Tasks can be marked as completed by the member they’re assigned to or by members who have full edit access to companies in the deal room.
How to change/remove the assignee of a company application?
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
scroll down to “Application tasks” in the Setup section
tick/untick “Enable application tasks”
You can then assign applications to members in the Assigned column in the funnel list view or in the “Tasks” section on the right sidebar when having a company application open.
The same feature also allows you to assign tasks related to the company application to your deal room members. You can assign different tasks to different members if needed. You can read more about it below.
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.
How to change/remove the assignee of a company application?
To change the assignee, open the company application and scroll down to the Tasks section you can see on the right side. Click on the person the application is currently assigned to and choose a new assignee or make the application unassigned.
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).
To add tasks to a company application:
open the company application
find the Tasks section on the right sidebar
click "Add"
add as many tasks as you need and assign each task to any deal room member
click "Save"
Members with full edit access to companies in the deal room can add tasks to applications and assign them to any deal room members.
Each member who has '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.
Tasks can be marked as completed by the member they’re assigned to or by members who have full edit access to companies in the deal room.
Updated on: 02/06/2023
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