Reinforced Task Management

Tasks are the cornerstone of pipeline management and relationship management, and we're working hard on making sure nothing on your team's to-do list falls through the cracks. This week, we're happy to announce two new features that make task management easier and more convenient throughout Fundstack:

  • A Task Management Bell alerting you of your overdue actions
  • A new and improved Task Management Sidebar allowing you to coordinate team tasks, or your own, while navigating the entire platform

Adding and completing tasks with the Fundstack Task Sidebar

Check it out and let us know if there are other ways we can help your team stay on top of things!