Tasks
Put work on Nodal's plate — something to do now, or a job to run later, once or on repeat.
Your tasks
5Preparation for the week: Pipeline review
Mon, Jun 29 at 8:00 AM
Investor follow-up: Hong Kong HNW segment
Tue, Jun 30 at 10:00 AM
Monthly portfolio rebalancing review
Jul 1 at 2:00 PM
Q2 performance review preparation
Jul 5 at 9:00 AM
Follow up: Villa prospect — Proposal stage (client_18)
Today at 4:00 PM
Let Nodal set up tasks for you
Nodal studies your business and sets up a set of tasks that run in the background.
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Morning capital deployment digest
A morning email of what needs attention — new deals, pipeline changes, and alerts.
Runs every day at 8:00 AM
Weekly investor pipeline review
Summarises pipeline movement, stalled deals, and originator activity for the week.
Runs every Monday at 9:00 AM
Monthly market intelligence brief
Compiles market trends, competitor activity, and developer news into a brief.
Runs 1st of every month
Daily lead follow-up digest
A daily list of prospects who need follow-up, prioritised by pipeline stage and days since last contact.
Runs every day at 8:30 AM