How to navigate Tablecloth as a portfolio company.
Video: Navigating Tablecloth for Portfolio Companies
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. The 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
- Welcome video such as tutorials, product updates and industry insights
- Portfolio Company Progress, which is an at-a-glance status board of your portfolio companies’ progress.
If you expand the left navigation, you will find each of the sections on Tablecloth. They are:
- Tasks
- Dashboards
- Library
- Users
- Files
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.
At Tablecloth our goal is to improve your visibility into the Impact Management process, provide more content knowledge, and to make communicating across roles easier.
For additional help, please browse the knowledge base or reach out to your Client Relationship Manager about any questions you have.