Articles on: For room visitors

Updating task status

Many Katalyz rooms contain a task list — a shared checklist both you and the sender work through together. Ticking off tasks keeps the deal moving without back-and-forth emails.

What tasks look like

Each task has:

A title (what needs to happen)
An assignee (who owns it — you, the sender, or someone else)
An optional due date
An optional description or linked block

Move a task forward

Each task has a status — not a simple checkbox. Available statuses cover the different points in a task's life (e.g. Not started, In progress, At risk, On hold, Completed).

To move a task forward, open its status picker and pick the right one:

"Completed" when you've done what it asks
An intermediate status (In progress, On hold, etc.) to signal where you are without closing it yet

The sender is notified immediately of the status change. Your progress on the deal is visible — no email required.

Tasks assigned to you

Look for tasks with your name as the assignee. These are the ones waiting on you.

Common examples:

"Forward MSA to Legal"
"Get approval from CFO"
"Share room with your security team"
"Confirm pilot dates"

Tasks assigned to the sender (or someone else)

You can see these too — so you know what the other side is working on. You can mark them as Completed yourself if needed, but in practice the assignee is the one who updates the status.

Common examples (assigned to the sender):

"Send ROI calculator"
"Schedule demo with your engineering lead"
"Provide reference customer"

Changing the assignee

If a task is assigned to the wrong person — or you need to delegate it to a colleague — click the assignee picker and pick the right person.

Both you and the sender get notified when assignees change.

Subtasks

Some tasks have subtasks — smaller steps that roll up to the parent task. Update each subtask's status as you go; when every subtask is Completed, the parent task is considered complete too.

Due dates

If a task has a due date and the date has passed, it shows as overdue (usually highlighted red).

The sender sees your overdue tasks in their dashboard — they may reach out to ask if you need help unblocking.

If a due date is unrealistic, comment on the task asking to push it. Both sides can agree and update.

The bigger picture

Tasks are how deals turn into actual outcomes. A room with 15 unfinished tasks and no progress is a deal that's stuck. A room with half the tasks moved to Completed is a deal that's moving.

If you want the deal to close faster, move your tasks to Completed promptly — and gently nudge the sender on theirs.

Updated on: 18/06/2026

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