My tasks and overdue reminders
My tasks gathers every open task assigned to you, grouped by when it's due. Tick tasks off with Undo, work by keyboard and get reminded when one is overdue.
My tasks collects everything assigned to you across your fund's deals, so you don't have to open each deal to see what's waiting. Click My tasks in the sidebar. The line under the title says how many tasks are open and how many are overdue.
How tasks are grouped
| Group | What it holds |
|---|---|
| Overdue | Past its due day |
| Today | Due today |
| This week | Due in the next 6 days |
| Later | Due further out, then tasks with no due date |
| Done this week | Tasks you finished in the last 7 days |
Days follow your fund's time zone. A task due today becomes overdue after midnight in that time zone.
Each task shows the company (click it to open the deal's Tasks tab), the claim it belongs to if any (click it to open the claim), a Verification badge for claim checks, and its due date.
Only tasks on deals you can still open are listed. If a deal is reassigned away from you as an Analyst, its tasks leave your list.
Finish, change or hand off a task
- Done: tick the checkbox. The task moves to Done this week and you see "Done:" and the task, with Undo. Untick it to reopen.
- Due date: click the date to pick another, or Clear the due date. Comes with Undo.
- Edit: open the menu (the three dots) and click Edit to change the title and notes.
- Cancel: open the menu and click Cancel task, with Undo.
- Hand it to a teammate: click your name and pick someone from the list. The task leaves your list, and you see "Assigned to" and their name, with Undo.
- Unassign: click your name and choose Unassign, with Undo.
The list under your name shows the teammates who can open that deal: Admins, Partners and the Analyst who owns it. So a task never goes to someone who can't see its deal. Committee members can't be given tasks. Once you hand a task on, the new assignee sees it in their My tasks and gets the overdue reminders.
When nothing is open you see All caught up. Nothing open is assigned to you.
Keyboard shortcuts
Click a task (or Tab to it) first, then:
| Key | What it does |
|---|---|
| J or Down arrow | Next task |
| K or Up arrow | Previous task |
| Home, End | First or last task |
| X or Space | Mark done, or reopen a done task |
| E | Edit the task |
| Enter | Open the deal's Tasks tab |
The shortcuts are listed above the groups.
Overdue reminders
When a task assigned to you passes its due date and is still open, Delsivo reminds you. It checks every hour and reminds you about each overdue task at most once a day, until you finish it, cancel it, change its date or hand it on.
The reminder says "A task on [company] is overdue" (or "A verification task"), the date it was due, and has an Open My tasks button. It never includes the task's text.
Reminders follow your choices under Overdue tasks in Settings → Notifications:
| Channel | Default |
|---|---|
| In the app | On for everyone |
| On for Admins, off for everyone else |
Turn either switch on or off; it saves straight away. In-app reminders are listed under Recently sent to you on the same page. See Notifications.
Reminders go only to the person the task is assigned to, and only while they can still open the deal. Unassigned tasks don't send reminders.
Who has My tasks
Admins, Partners and Analysts. Committee members aren't assigned tasks, so their list is always empty.
Frequently asked questions
Who can I hand a task to?
Anyone on the team who can open the deal: Admins, Partners and the Analyst who owns it. To give it to another Analyst, first make them the deal's owner in the deal header.
Why isn't a task I created listed?
My tasks lists tasks assigned to you. A task you created for a teammate is in their My tasks and on the deal's Tasks tab.
I finished a task. Why do I still see it?
Finished tasks stay under Done this week for 7 days, so you can reopen one if you ticked it by mistake.
Can I stop overdue emails but keep the reminders in the app?
Yes. In Settings → Notifications, turn off Email for Overdue tasks and leave In the app on.
Something unclear or missing? Tell us