# 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.

Source: https://delsivo.com/help/pipeline-and-committee/my-tasks · Updated 2026-11-06

## Key takeaways

- My tasks in the sidebar lists every open task assigned to you on deals you can open, grouped as Overdue, Today, This week and Later.
- Tick a task to mark it done. It moves to Done this week, with Undo in the message.
- Hand a task to a teammate who can open the deal from the person button on the task, with Undo.
- Click a task, then use J and K to move, X to mark done or reopen, E to edit and Enter to open the deal.
- Overdue tasks remind you once a day, in the app and, if you choose, by email. Change this under Overdue tasks in Settings, Notifications.

**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 |
| **Email** | 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](/help/team-and-settings/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.