How to Create Deal Tasks

DealRoom’s pipeline feature keeps your deals organized from start to finish, helping you manage every interaction before the data room even opens. You can attach emails to deal cards, add notes from calls or meetings, track progress by stage, and create tasks with deadlines to ensure nothing gets missed. Deal tasks are especially useful ahead of opening the data room, allowing you to track key milestones and stay on top of every step before moving into due diligence.

In this article we'll walk through how to create a task within the deal card.

Creating a Task

1. Navigate to the Pipeline tab from the left menu.
2. Click on the specific deal card to open it.
3. In the middle section of the card, select the Tasks tab at the top.
4. Click the blue New task button.

5. Fill out the following fields: Title, Description, Due Date, Assignee.
6. Once finished, click Create task.

Completing a Task

1. Go to the Tasks tab in the deal card.
2. Click on the checkmark icon next to the task title to mark it as completed.
3. Another option is to open the 3 dot menu in the top right corner of a deal task and select Complete.

Editing a Task

1. Go to the Tasks tab in the deal card.
2. Click on the 3 dot menu in the top right of the deal task box.
3. Select Edit.

If you have any questions about creating, managing, or utilizing deal tasks to ensure nothing gets missed, please don't hesitate to reach out to our support team. We're here to help you via in-platform chat or at support@dealroom.net.

Relevant Articles:

How do I link attachments and contacts to a deal?

How do I create custom fields?

How do I create a deal or a new room?

Updated on: 29/06/2025