Features / Tasks & Notifications
Make Deal File ownership and next actions visible
Turn missing actions into owned work. Tasks and notifications help teams understand what must happen next, who is responsible and when a Deal File needs attention.
01
Put work beside the Deal File
Create tasks in the same context as the documents and deal details they relate to. Staff spend less time translating requests from separate email chains or handwritten notes.
02
Assign and prioritise
Set ownership and due dates so important follow-up is not left ambiguous. Notifications can alert users to new, due and overdue work while managers retain a clearer picture of outstanding actions.
03
Create tasks automatically
Workflow rules can generate tasks in response to Deal File events, document uploads, tags, statuses or time-based conditions. Automation provides consistency while task ownership keeps a human accountable for completion.
04
Support day-to-day oversight
A visible task record helps managers identify recurring bottlenecks and files waiting for action. It also gives colleagues a cleaner handover when responsibility changes.
See workflow automationNext step
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