Overview of the Your Work tab

The My Work tab serves as a centralized hub, gathering all tasks relevant to you in one accessible location. No more toggling between rooms or deals to track down assignments where you play a role as an assignee, reviewer, or follower.

Within the My Work tab, you can encounter three distinct categories:
Room requests - These are typically associated with diligence or integration items and reside within each room under the Requests tab.
Findings - These are risks or issues flagged during the M&A process, created and stored under the Findings tab in each room.
Deal tasks - These are tasks created on deal cards in the Pipeline.

Note: Depending on your plan and permissions, access to certain categories may be restricted.

Additional Features of the My Work Tab

Filtering: Use the filter options to select between different rooms, progress statuses, role, priority, and due date.
Adjust View: Personalize your workspace by selecting and arranging fields to suit your preferences.

Streamline your day by bringing all your tasks into one place, making it easier to stay productive.

If you need help, our support team is here for you. Reach out via the help tab in the platform, visit dealroom.net, or email us at support@dealroom.net.

Relevant Articles:

Overview of the Requests Tab
How do I use findings?
How do I create deal tasks?

Updated on: 09/04/2025