Task Management
Never miss a deadline. Fund Flow combines manual tasks with intelligent system triggers.
Creating Tasks
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Create Task Click the + Task button anywhere in the app, or go to the Tasks dashboard.
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Set Details
- Title: What needs to be done?
- Priority: High, Medium, or Low.
- Due Date: When is it due?
- Entity Link: Link it to a specific Deal or Contact for context.
Automated Triggers
The system automatically creates tasks based on deal activity. Common triggers include:
- Payment Overdue: Created when a loan payment is missed.
- Deal Needs Update: Created if you haven't sent an investor update in 30 days.
- Loan Maturity: Created 90 days before a loan is due.
Managing Your Queue
Go to the Tasks dashboard to view your workload.
- Complete: Check the box to mark as done. You may need to provide a completion reason (e.g., "Called investor").
- Snooze: If you can't get to it today, click Snooze to hide it for 1-7 days.
- Bulk Actions: Select multiple tasks to complete or dismiss them in one go.