How to manage tasks in your Dashboard
The Dashboard makes it easy for GPs to submit, track, and respond to requests, all through the Carta platform.
My To-Dos
Tasks such as reviewing an SOI, approving financials, and other requests requiring your action will be visible in the My To-Dos tab.
How to take action on a pending task
Click into the line item of the task you would like to open.
You'll be directed to the applicable workflow or action item.
Depending on the stage of the workflow, the task will either be completed or sent to the Fund Admin team for further action.
Pending Carta
Task that the Carta fund admin team are currently working on can be viewed in the Pending Carta tab.
Quick Start menu
Submit requests to the fund admin team by using the Quick Start menu on the top right side of the dashboard.
Once a request is submitted, the status can be tracked on the Pending Carta or My To-Dos tab (depending on who the task is awaiting action from).
How to send a message the Fund Admin team about a specific task
Click the task in the Pending Carta tab
Click the Communication section dropdown
Type your message and optionally, upload any applicable files.
Click Send
Your message (as well as fund admin replies) will now appear within the task details
How to manage notification settings
From the Quick Start section on the right, select Notification Settings.
Check or uncheck the boxes to manage your preferences
Select X in the top right to return to the Dashboard
How to view a history of completed tasks
From the Dashboard, click on the History tab.
On the next screen, click Details to the right of a task to view to any relevant information.
You'll see the workflow history and any communications linked to the task, just as you can with open tasks.