Company dashboard update
Carta has revamped the dashboard page for administrators on their cap table. The dashboard now acts as a central hub that consolidates tasks and recommendations across the cap table to help admins understand what needs their attention at the right times.
Who is this available for?
Company admins with Full Access or Company Editor permissions can see the dashboard page in their company’s cap table view.
How does it work?
Log into your Carta account and navigate to your company. The dashboard is the first page you arrive at and can also be accessed through the left-side navigation panel.
The ‘Your Tasks’ section outlines all to-do items that you can perform for this company.
Tasks found here may also be found on the main Tasks page, but also include additional action items that must be completed to ensure your company’s cap table is compliant, accurate, and up to date.
For certain tasks, upon click you’ll be navigated to a dashboard sub-page to complete the action. Example below:
If there are no outstanding tasks, we’ll let you know that you’re all caught up. New tasks will appear over time as needed.
Recommendations are helpful cards that appear below ‘Your Tasks’ in the dashboard.
Recommendations highlight information that helps you stay up to date with time-sensitive tax savings, Carta tools that can speed up and simplify cap table management, and insights into employee vesting schedules to help retain talent.