Can I assign a deal to a team member/an investor?

You can assign a specific member to work with/be responsible for a specific company application by using the application tasks feature. You can turn the application tasks feature on/off in your deal room ‘Settings’ > ‘Preferences’ by ticking ‘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.

How can I 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 can I manage tasks related to a company application?

You can turn the application tasks feature on in your deal room ‘Settings’ > ‘Preferences’ by ticking ‘Enable application tasks’. To add tasks to a company application, open the company application and find the Tasks section on the right sidebar. Choose ‘Add’ to add tasks. You can add as many tasks as you need in the dialogue that opens and assign each task to any deal room member when you have 'full edit' companies access in the deal room. Each member who has 'view companies' companies access and full activity access can also assign tasks to themselves on company applications they have access to.
Was this article helpful?
Cancel
Thank you!