How-to
Tasks
Tasks are the work assigned to you, including work that started on a deal or a holding.
Where it is
Section titled “Where it is”Sidebar, Workspace, then Tasks.
What you do
Section titled “What you do”Open a task to see what it asks and which record it belongs to. Completing it updates that process. It does not delete the deal, company, or investor the task was about.
A task you were just assigned also appears under Notifications. The task itself stays on this list until it is done or no longer yours.