Tasks are any piece of work associated with a given obligation or deliverable. This could be work based off of an explicit deadline for a given obligation, work created to track obligations without explicit deadlines, or standalone tasks not associated with an obligation. Tasks with explicit deadlines are automatically created during your implementation. Learn how to continue creating additional tasks as needed. 

Table of Contents

• Create a Task during document upload
• Create a Task from an existing Obligation(s)
• Create a standalone Task 

Before you get started

When creating a new task: 

• You can select a single owner, multiple owners, or a User Group as the owner (e.g., Finance team). If selecting multiple owners, check the box for Require all owners to mark complete if you want to ensure that each individual owner signs off on the task before it moves to Complete. 
• If you select a due date on a calendar day that does not exist in all months (e.g., the 31st), future due dates will default to stay within the most recent month, quarter, half-year, or year end. 
• When setting the due date on a recurring task, there is a checkbox to Exclude weekends from due date. When selected, tasks that would normally fall on a Saturday or Sunday will shift to the Friday before.

Create a Task during document upload 

1. In the left-hand navigation, under Insight, navigate to the Funds page
2. Open the Funds tab 
3. Click the applicable Fund to open it
4. On the Fund Documents tab, locate and click the applicable document to open it 
5. To create a new obligation from the document reference text, click the Add Obligation button in the top right corner
6. Use your cursor to highlight the reference text in the source document and then click the 📎 icon to select the text
   1. If you are having trouble highlighting, hold down the option key on your Mac or the alt key on your PC while highlighting. For the best results, start at one of the farthest corners of a block of text
7. Repeat steps 5 and 6 to create as many obligations as needed 
8. Select the principal reference text (primary highlighted text to describe the underlying obligation) by clicking the ⭐️ icon, and then click Next
   
9. If the obligation is new and unique, click Create new
   1. Fill out the relevant obligation details (name, Description, Categories)
   2. Click Save
10. To create a task associated with the obligation, click Create Task
    1. If choosing to Create new, fill out the relevant task details and Save 
    2. If choosing to Add to existing, use the Search bar to locate the applicable existing task, select it, and Save

Create a Task from an existing Obligation(s)

1. In the left-hand navigation, under Insight, navigate to the Obligations page
2. Use search and/or filters to narrow down results
3. Use the checkboxes to select the relevant obligation(s)
4. Click Bulk Actions and select Add Task
5. Select to Create new or Add to existing
   1. If Create new:
      1. Fill out the task Name 
      2. Select the relevant task Owners
      3. Define a brief Description 
      4. Set the task recurrence Frequency
      5. Set the First Due Date 
      6. Check or uncheck the box to Exclude weekends from due dates 
      7. Set the First Reporting Period (independent of the task due date and you can filter by Reporting Period on the Tasks dashboard for quick visibility.)
      8. Click Add 
   2. If Add to existing: 
      1. Use the Search bar to locate the applicable existing task 
      2. Once located, click to select the task 
      3. Click Add to connect the obligation details to the existing task 

Create a standalone Task 

Standalone tasks can be created that aren’t linked to any specific fund obligation. These tasks can help track internal checklists, exam prep items, and more. Additionally, they can be associated with specific Funds and Investing Parties for improved organization. 

1. In the left-hand navigation, under Insight, navigate to the Obligations page
2. Click the Tasks tab
3. Click Add Task 
4. Provide the task Name 
5. Fill in a brief Description to explain what the task should accomplish 
6. Select the relevant Fund(s) to associate the task with 
7. Select the relevant Investing Parties to associate the task with 
8. Select the relevant task Owners
9. Set the task recurrence Frequency
10. Set the First Due Date 
11. Check or uncheck the box to Exclude weekends from due dates 
12. Set the First Reporting Period (independent of the task due date and you can filter by Reporting Period on the Tasks dashboard for quick visibility.)
13. Click Add