On-Demand Webinar Segment 3: Generating Tasks and Reminders

In this segment of the On-Demand Webinar Series, you will learn the following:

  • Create various Compliance Tasks and Generate Reminders

  • Edit Reminders and send reminders to other team members

  • Update share transactions and generate stock certificates and ownership ledgers from a Task

Applicable Help Center Sections

The Athennian Help Center is the place to go to find the resources that you need to help you better understand and navigate the Athennian application and to help improve your overall user experience with Athennian. Below are some sections of the Athennian Help Center that will provide you with additional information and instructions on how to generate tasks and reminders in Athennian:

Applicable Training Missions

In addition to the Athennian Help Center articles, we also have the Athennian Training Program which consists of short step-by-step training missions that guide you through how to navigate and enter data into Athennian. Below you will find a list of the mission that relates to Segment 3 on how to generate tasks and reminders in Athennian:

Live Q/A: Join Our Customer Success Team Every Thursday for Live Answers

Our Customer Success team is made up of certified paralegals and experts on entity management. Every week they'll be hosting a live session to go over any questions you may have and review new features!

Live Q/A sessions take place every Thursday at
1 pm ET; 12 pm CT; 11 am MT; 10 am PT

You can move to the top of the question queue by asking questions in advance using this form. If you cannot attend a live Q/A, you can still use the form to ask questions and our team will email you a response.

To register for a live Q/A session, click on the link below:

Reminder: Click Below to Request Access to the Training Environment!

Did this answer your question?