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Task Manager 

Sunday is excellent at one question about a few documents. Task Manager is for the opposite shape of work: the same set of questions across dozens of documents, laid out as a grid you can read down a column.

How a board works

  • Rows are documents, or groups of documents that belong together, such as a lease plus its amendments.
  • Columns are questions you write once, in plain language: "What is the lease end date?", "Is there a break option, and when?", "Who pays for structural repairs?"
  • Cells are filled in automatically. Every cell carries its reasoning and a link back to the source passage.

Cells are generated in parallel, so a board of fifty leases against six questions completes far faster than reading them would. A column can produce a short value (a date, a yes/no, a number), a chart, or a generated document. A board can also carry reference documents included as context for every row: a standard lease template to compare against, for example.

What it is for

  • Data room screening: forty leases, six questions, one afternoon instead of one week.
  • Portfolio-wide clause hunts: "which of our leases contain an early termination right?"
  • Recurring reviews: save a board as a template and re-run it each quarter or on each new acquisition.

Worked example: screening a new deal or data room

  1. Connect the source or upload the relevant subfolders. If the data room is large, let Sunday triage first: "Search the connected folder for lease contracts and rent rolls. List what you find with file name, folder and last modified date, do not import anything yet." Then import only what matters.
  2. Build a board: one row per lease with its amendments, one column per question: tenant and permitted use; lease start and end; monthly net cold rent and area; rent adjustment mechanism; break or extension option and its deadline; who bears structural repair; any unusual clause.
  3. Run it and read down the columns. The outliers are what you take to committee.
  4. Cross-check the seller's rent roll with Rent Roll Validation. Discrepancies between the seller's summary and the seller's own contracts are material diligence findings, and finding them early changes negotiating position.
  5. Ask for the output: "Build an Excel summary of these leases with one row per lease: tenant, unit, area, monthly net rent, start, end, adjustment type and any option. Flag anything you were unsure about in a separate column."

Tips & best practices

  • Always ask for the uncertainty column. An analyst who knows which four rows to check by hand can trust the other thirty-six. One handed a uniformly confident sheet has to check all forty.
  • Task Manager is the answer to "does this scale beyond one document at a time?". For a deal analyst it is often the most compelling surface in the product.