The Tasks dashboard in Insight provides visibility into obligation compliance across your teams. See who owns what across multi-owner tasks, track completion status, identify anything falling behind, and export execution data to demonstrate compliance to investors or regulatory bodies.

Overview

In the left-hand navigation, under Insight, navigate to the Obligations page, then open the Tasks tab.

This dashboard centralizes all tasks connected to a specific obligation, as well as standalone tasks. Use it to track upcoming deliverables and maintain investor compliance. By default, it shows Overdue tasks and only the next instance of upcoming recurring Open tasks.

Search functionality 

Use keywords, search options, and filtering tools to locate and track task completion status. 

Keyword search 

Use the Search bar to perform keyword searches across your tasks and click Search Options to customize your search.

Search Options 

Filtering tools 

Use the available filters to search for tasks based on predefined criteria, including Due Date, Status, Owners, Fund, Fund Strategy, Category, Investing Party, Reporting Period, and Document Type.

Combine filters and leverage keyword search to further narrow down your results. 

As you select filters, the dashboard automatically applies them.

Supertasks

Supertasks are a single task linked to multiple similar or identical obligations. They combine the Obligations, Categories, and Owners into one overarching task for ease of navigation and workflow management.

Supertasks are distinguishable on the Tasks dashboard by an indicator under the task title and description that reads "Supertask: Covers # obligations."

Learn how to Merge Tasks. 

Tasks reporting 

Use the Tasks dashboard to export a detailed obligation compliance report. 

1. In the left-hand navigation, under Insight, open the Obligations page
2. Open the Tasks tab
3. Use search or filters to narrow down the list of tasks (Overdue and Open Statuses are shown by default)
4. Click Download All to export a list of tasks based on your filters (to download an export of all tasks, don’t adjust any filters)

The downloaded Excel fill will include: 

• Status
• Due Date
• Reporting Period
• Task Frequency
• Obligation Name
• Task Name
• Task Description
• Task Owners
• Last Completion Date
• Last Completed By
• Categories
• Investing Party
• Legal Entity
• Custom Legal Entity ID
• Fund Names
• Custom Fund ID
• Document Names
• Activity Logs