# 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. Source: https://delsivo.com/help/pipeline-and-committee/assignments-notes-and-tasks ยท Updated 2026-11-07 ## Key takeaways - Each deal has an owner, set in the deal header. Tasks and claims can only go to people who can open the deal. - The deal's Tasks tab holds its tasks and the team's notes side by side. Both are internal: founders never see them. - Add a task in one line with an assignee and a due date. Ticking it done, cancelling it or changing it all come with Undo. - Due dates follow your fund's time zone. A task is overdue after midnight on its due day. - Only the author edits a note. The author or an Admin can delete it, with Undo that restores it under its author. 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](/help/applications/how-applications-work). 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](/help/pipeline-and-committee/inbound-queue). ## 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 1. In the box **Add a task, like Call two reference customers**, type what needs doing. 2. Choose the assignee with the person button. It starts with you when you can be assigned. 3. Choose a **Due date**: **Today**, **Tomorrow**, **In 3 days**, **Next week**, or a day on the calendar. 4. 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](/help/team-and-settings/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](/help/pipeline-and-committee/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](/help/claims-and-research/claim-tracker). ## 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](/help/team-and-settings/exports-and-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](/help/pipeline-and-committee/my-tasks).