Caruso helps simplify internal case management by allowing you to assign tasks to the right team or teammate, record notes, and set task priorities efficiently.
Create a Task via the Tasks Tab
Create a Task via the Tasks Tab
In the navigation pane, select Tasks
Click + Create task to open the Create Task side bar
Complete the following fields:
Task title – Provide a clear, recognisable title
Type – Select the task type from the dropdown
Priority (optional) – Choose the priority level
Assign to team – Select the team responsible for the task
Assign to teammate – Allocate the task to an individual teammate
Associate with (optional) – Link the task to an account or investing entity
Due date (optional) – Set a completion deadline
Note (optional) – Add extra context or instructions (up to 500 characters)
Click Confirm to create the task
Create a Task Within an Investing Entity
Create a Task Within an Investing Entity
In the navigation pane, select Investing Entity
Select the relevant investing entity
Click the Tasks tab
View outstanding Investor Portal notifications and existing Admin App tasks
Click Create task to add a new task
Create a Task Within an Account
Create a Task Within an Account
Navigate to the relevant account.
Click on the Tasks tab.
View outstanding investor portal notifications and existing admin app tasks.
Click Create task to add a new task
Tip: The number displayed on the task counter shows the total tasks currently assigned to your profile.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.