Articles on: Funnel and Applications

Assignees and application tasks



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


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.


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.


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



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



You can turn the application tasks feature on/off in your deal room setting (see the instructions above).


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
It is also possible to select multiple applications in a funnel and assign application tasks or applications to members at the same time.


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 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


You can drag and drop tasks into any desired order.


Members with 'full edit access' to companies 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.


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.

Updated on: 01/04/2025

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