### How to manage tasks in your Dashboard  
The _Dashboard_ makes it easy for GPs to submit, track, and respond to requests, all through the Carta platform.

##### The Spotlight  
Spotlight shows your top 3–6 Fund Administration actions at the top of your dashboard as tiles. It surfaces urgent items—like capital call approvals and active calls—so you can act quickly.

##### Tasks to Complete  
Tasks such as reviewing an SOI, approving financials, and other requests requiring your action will be visible in the _Tasks to Complete_ tab.

##### How to take action a pending task  
1. Click into the line item of the task you would like to open.  
2. You'll be directed to the applicable workflow or action item.  
3. Depending on the stage of the workflow, the task will either be completed or sent to the Fund Admin team for further action.

##### In-progress  
Task that the Carta fund admin team are currently working on can be viewed in the _In-progress_ tab.

##### Quick Actions menu  
1. Submit requests to the fund admin team by using the **Quick Actions** menu on the top of the dashboard.  
2. Once a request is submitted, the status can be tracked on the _In-progress_ or _Tasks to complete_ tab (depending on who the task is awaiting action from).

##### How to send a message the Fund Admin team about a specific task  
1. Click the task in the _In-progress_ tab  
2. Click the _Communication_ section dropdown  
3. Type your message and optionally, upload any applicable files.  
4. Click **Send**  
5. Your message (as well as fund admin replies) will now appear within the task details

##### How to manage notification settings  
1. From the _Quick Actions_ section click **More** \> **Notification Settings**.  
2. Check or uncheck the boxes to manage your preferences  
3. Click on the _Firm settings_ tab to setup task reviewer and approver  
4. Select **X** in the top right to return to the _Dashboard_

##### How to view a history of completed tasks  
1. From the _Dashboard_, click on the _Completed_ tab.  
2. On the next screen, click the task name to view to any relevant information.  
3. You'll see the workflow history and any communications linked to the task, just as you can with open tasks.