Understanding Tasks

Tasks can be used to complete any workflow for which Athennian can store information. This article describes how to set up a task and explains the functionalities of each tab within a Task.

Task Tabs Overview

There are five tabs in a task:

1. Details
2. [Task Type] (the name changes depending on the task type)
3. Selected Templates
4. Generated Templates
5. Additional Documents

Below is an explanation of each tab’s functionality, regardless of the selected task type. 

1. Details

In the Details tab:

• Enter the title of the Task name in the Memo Description field
• Select the Type from the drop-down option
• Select the Due Date
• Choose the Assignee (auto-assigned to the user who created the task but can be changed manually) 
• Set the Priority adequate for the task
• Add any additional Details if necessary
• Add any Tags if necessary 
• Set Reminder if necessary

2. [Task Type]

The [Task Type] tab contains fields that vary based on the chosen task type. Here, enter critical information such as:

• Resolution Date
• Effective Date
• Notes
• Specify if the task will be Future-dated

3. Selected Templates

In the Selected Templates tab:

• Select the necessary supporting documents by clicking the + Selected templates button. A list of document templates related to the selected Task type will appear
• Note: The list of supporting documents varies depending on the Task type

Important: Always click Create before proceeding to the Generated Templates tab to ensure the Task is saved.

4. Generated Templates

The Generated Templates tab allows you to view the documents that have been generated in the previous step, as well as download and send them for signatures.

5. Additional Documents

The Additional Documents tab allows you to upload any documents saved externally, as well as send them for signatures.

Completion of a Task

To complete a task:

Navigate to the task, click the Status field in the top right corner, and select Completed from the dropdown menu. Alternatively, choose:

• Pending if additional data needs review
• Archived if the task is for informational purposes only

Depending on the task type, Athennian may prompt users to update specific fields, create new tasks, or confirm existing information. Make the necessary selections, confirm, and close the task.