Assignments, notes and tasks
Give each deal an owner, add tasks with an assignee and due date on its Tasks tab, and keep internal notes for your team. Founders never see tasks or notes.
Every deal has an owner, a list of tasks and a set of internal notes. The owner is set in the deal's header. Tasks and notes live on the deal's Tasks tab. None of this is ever shown to the founder.
The deal owner
In the deal header, open Owner and choose Assign to me, a teammate, or Clear owner. Admins and Partners see every deal; an Analyst sees the deals they own, so assigning a deal to an Analyst gives them access. Committee members can't own deals. See Applications and the deals list.
New applications arrive with no owner. Analysts can read them in the inbound queue and click Take it to become the owner; moving the stage takes the deal too. An admin can also have new applications assigned as they arrive. See The inbound queue and assignment.
Tasks on a deal
Open a deal and click Tasks. Open tasks come first, soonest due at the top, with the count of open tasks beside the heading.
Add a task
- In the box Add a task, like Call two reference customers, type what needs doing.
- Choose the assignee with the person button. It starts with you when you can be assigned.
- Choose a Due date: Today, Tomorrow, In 3 days, Next week, or a day on the calendar.
- Press Enter or click Add.
You see Task added. and the box clears for the next one.
Work on a task
Each task shows its title, a Verification badge for claim checks, the claim it belongs to (click it to open the claim), its notes, the assignee and the due date.
- Done: tick the checkbox. You see "Done:" and the task, with Undo. Untick it to reopen.
- Assignee: click the person button and choose Assign to me, a teammate, or Unassign. Comes with Undo.
- Due date: click the date and pick another, or Clear the due date. Comes with Undo.
- Edit: open the menu (the three dots) and click Edit to change the Task and its Notes, then Save task.
- Cancel: open the menu and click Cancel task. You see Task cancelled. with Undo. Reopen in the menu brings it back.
Done and cancelled tasks are tucked away under Show 3 done or cancelled. Changes show straight away and roll back with an error if they can't be saved. If a teammate changed the task a moment before you, you see "Someone else changed this task a moment ago. Refresh to see the latest."
Who can be assigned
Tasks can go to Admins, Partners and the Analyst who owns the deal, so nobody gets a task on a deal they can't open. Committee members can't be assigned tasks. An Analyst reading a deal in the inbound queue takes it before adding tasks or notes.
Due dates and time zones
Due dates follow your fund's time zone, set in Fund profile. A task due today stays due until midnight in that time zone and is Overdue after it. Overdue tasks show their date highlighted, such as Overdue, Yesterday, and remind the assignee. See My tasks.
Verification tasks
When a claim becomes Disputed, Delsivo adds a verification task to the deal, due in 3 days. You can also create one from a claim's side sheet. See Track and verify claims.
Notes
Notes sits next to the tasks: "Your team only. Founders never see notes." Use them for what you heard on a call, what to check next, or context for a teammate.
- Post a note: write in the box and click Post note, or press Cmd+Enter (Ctrl+Enter on Windows). You see Note added. Only your team can see it.
- Edit: open your note's menu and click Edit, change the text, then Save. The note shows edited, and the message has Undo.
- Delete: open the note's menu and click Delete. The message has Undo, which puts the note back exactly as it was: same author, same time, and the edited mark if it had one. That holds when an Admin deletes a teammate's note too: Undo restores it under the teammate's name, not the Admin's.
Notes are newest first, with the author and how long ago they were posted. Only the author can edit a note. The author or a fund Admin can delete it.
Who sees and changes what
| Admin, Partner | Analyst who owns the deal | Committee member | |
|---|---|---|---|
| See the deal's tasks and notes | Every deal | Yes | No |
| Add and change tasks | Yes | Yes | No |
| Post notes | Yes | Yes | No |
| Edit a note | Their own | Their own | No |
| Delete a note | Admins: any. Partners: their own | Their own | No |
A Delsivo support view can read tasks and notes but not change them. Adding, completing, cancelling and reopening tasks, and adding, editing and deleting notes are recorded in the activity log, without the task or note text.
Frequently asked questions
Can founders see tasks or notes?
No. Nothing on the founder side reads tasks or notes: not the portal, not founder emails, not requests.
Can I add a task that isn't on a deal?
Not yet. Every task belongs to a deal, and sometimes to one of its claims.
Where do I see everything assigned to me?
In My tasks in the sidebar. See My tasks.
Something unclear or missing? Tell us