Insight's task workflows give private markets teams one place to run their full compliance process: assign tasks to individuals or entire teams, track work beyond formal obligations, organize by reporting cycle, and export a complete activity log when auditors or regulators ask.
The recent task enhancements gives your team the flexibility and control you need for obligation compliance, making tasks easier to assign, find, complete, and report on. Learn about each enhancement below.
Enhancement |
Description |
Resource |
| Multiple Task Owners | Assign two or more users as owners, including user groups to a task or subtask; any owner can mark complete. | |
| Personalized Coming Due Digest | Each user assigned to a task receives a personalized email snapshot of their upcoming and overdue tasks. Admins see tasks grouped by owner. | |
| Task Reporting Periods | Connect tasks to a reporting period (e.g., 1H 2026) independent of the tasks due date. Filter by reporting period to surface work tied to a specific cycle. | |
| Standalone Tasks | Create tasks that are not tied to any fund obligation (e.g., for internal checklists, exam prep items), and associate them with Funds and Investing Parties for easy filtering. | |
| Smartline in Supertasks | Compare reference language across all obligations tied to a supertask directly from the Task Details page. | |
| User Groups as Task Owners | Assign User Groups as Task owners (e.g., your Finance team) and filter by group on the Tasks dashboard. | |
| Add an obligation to an existing task | In addition to the existing Bulk Actions flow - add an obligation to an existing task from the Obligation Details page, the Task Details page, or the Obligations dashboard. | |
| Expanded Completion Statuses | In addition to the existing "Complete" status for tasks, leverage an additional completion status options: "Complete – No Action Required" | |
| Activity Log Improvement | Activity Log of a task now captures additional details like owner changes, supporting document additions and removals, and subtask additions. Additionally, all Activity Log actions are included in Task exports. | |
| Show Only Next Recurring Task Instance | The Tasks dashboard is automatically filtered to only show the next upcoming instance of a recurring task to improve ease of navigation. | |
| Multi-owner sign off | An optional setting to require every assigned owner to mark a task as completed before the task fully closes. Each sign-off is recorded in the Activity Log. | |
| Merge and Split Tasks | Merge multiple tasks into a single task or supertask or split a supertask into individual tasks for separate obligations. Completed task history will be preserved for audit purposes. | |
| Improved Task Recurrence Frequencies | Manage existing tasks and adjust the task frequency (change recurring cadence or one-time tasks to recurring) |