Task Management

Never miss a deadline. Fund Flow combines manual tasks with intelligent system triggers.

Creating Tasks

1. Create Task Click the + Task button anywhere in the app, or go to the Tasks dashboard.

2. 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.