Video: How to navigate Tablecloth as a GP.
Upon logging into Log in to Tablecloth Tablecloth, you’ll land on your personalized home page. The home screen has 5 sections that get you where you need to go quickly. They are:
- Recommended Resources from our curated content library
- Action Items panel where you can see tasks that need your attention, overdue tasks are red
- Guides which are frequently used customized guides and model templates for your fund (Note: for funds on the Base ESG model these are standardized, not customized)
- Welcome video such as tutorials, product updates and industry insights
- Fund and Portfolio Company Progress, which is an at-a-glance status board of your participating portfolio companies’ progress
The left navigation menu is where you find each of the sections on Tablecloth. They are, in order:
- Tasks
- Dashboards
- Library
- Users
- Files
- Portfolio Companies
Note: Click on the menu icon at the bottom left to expand the menu for labels.
The secondary navigation along the top of every page is where you can find a link to our help articles in the knowledge base, your notifications, and your personal user profile.
Navigate between workspaces
At the top left of each page, you will see a pulldown menu with your fund's name on it. If you open the pulldown menu, you will see a list of your portfolio companies grouped by their respective funds. To narrow down your portal experience to just a single portfolio company, you can change your workspace by selecting one of the portfolio companies in this menu. That will remove all other portfolio companies and their information from your experience of the portal, i.e. it changes your workspace not just this page. To get back to the top level where you see all portfolio companies, select your fund name from the Workspace pulldown menu.
At Tablecloth our goal is to improve your visibility into the Impact Management process, provide more content knowledge, and make communicating across roles easier. At any point you should be able to log in to Tablecloth and get answers to your questions not only about how things are going but also about the importance of integrating ESG thinking across your portfolio.
For additional help, please browse the knowledge base or reach out to your Client Relationship Manager about any questions you have.