To manage tasks effectively, follow the steps below.
Locate and Open the Task
In the navigation pane, select Tasks
Find the task you wish to action
Depending on your access level, you can:
Assign the task to a team
Assign the task to a teammate
Update the task properties
Click on the task to open and view its details
Add Documents to a Task
Click Add Document to attach files to the task
Documents will appear under the Documents tab
Add a Note
Click the Add Note button at the top right of the page.
Enter your comment in the text box and click confirm to save
Edit a Task
Click the ellipses (...) button at the top right.
Select Edit to modify task information in the dialog box.
How to Mark a Task as Complete
Click the ellipses (...) button at the top right.
Select Mark Complete.
Revert a Completed Task to In Progress
Click the ellipses (...) button at the top right.
Select Mark In Progress.
Note: This option is only available for tasks created by users, not for system-generated tasks.
Link Tasks
Navigate to the Related Tasks tab.
Click Relate Task to link tasks together.
A slide-out sheet will appear, allowing you to relate one task to another.
Assign a Task
Assign tasks to teams or team members using the dropdown menus within the task.
Alternatively, allocate tasks from the task menu.
Important
All tasks created within the Caruso Admin app can be marked as completed.
Compliance tasks must be completed by the investor via the Investor Portal.
To learn how to create tasks, please see our How to Create Tasks article.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.