Introducing the Activity tab
What's new?
Introducing the Activity tab—bringing speed, organization, and transparency to your back office.
What’s important about this change?
Fund managers now have a one-stop-shop for requesting, tracking, reviewing & approving all of their fund admins’ tasks.
Additionally, fund managers can message their fund admin directly from the Activity tab, consolidating all Carta communication in one place.
How does it work?
Navigate to the Activity tab.
First, you’ll see a list of requests you need to complete under Action items. Select Details to view additional information about the request, like the progress and which fund admin is working on it.
Click on the linked request next to Current Item to complete the request. If you have any questions, you can message your fund admin directly through the request thread.
Submit requests to your fund admin through the Quick Actions sidebar. If you do not see a request, please use the Message your fund admin button to submit any request.
Once a request is submitted, you can track the progress to completion. Scroll down and select Fund Admin Tasks, then select Details on the request you’d like to track. In addition to the status of the request, you can view details like the request date and which fund admin is working on the task.
You’ll receive both email and in-app notifications for all tasks in your Activity tab so you never miss an update. To change your notification preferences, click Settings under the Quick Actions sidebar.
Last, to view an archive of all requests completed, select Task History.
How do I learn more or get help?
To learn more about your Activity tab, check out this support article or reach out to your Account Manager for a demo.
On-the-go? You can now access the Activity tab from anywhere with our new mobile app, Carta Carry.