With Caruso, you can simplify internal case management and improve efficiency by assigning tasks to the right team, teammate, recording notes and by setting task priorities.
You can create tasks in the admin app in the following ways;
Create a task via the Tasks tab
In the navigation pane, under investors select Tasks.To create a new task click + Create task
In the create task modal, give the task a clear recognisable title and assign the task type, team and teammate. You also have the option of assigning task priority, due date and associating the task to the relevant account or investing entity.
Click Confirm to create the task.
Create a task within an investing entity
Navigate to the relevant investing entity and click on the Tasks tab, here you can view outstanding investor portal notifications, exisiting admin app tasks and also create tasks.
Create a task within an account
Navigate to the relevant account and click on the Tasks tab, here you can view outstanding investor portal notifications, exisiting admin app tasks and also create tasks.
Pro tip
The number displayed on the task counter represents the total tasks currently assigned to your profile.