Understanding Tasks

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Learn how tasks are setup in Athennian!

Overview

In Athennian, tasks are used to generate workflows from the incorporation of an entity to the dissolution/liquidation of an entity. In other words, tasks can be used to complete virtually any workflow for which Athennian has the capability to store its information. In this help article, we will describe the setup of a task as well as the functionalities of each of the tabs of a task.

 

There are always three tabs in a task: 1. Details, 2. [Insert Selected Task Type], and 3. Supporting Documents. Below are the functionalities of each of the tabs, regardless of the task type chosen.

 

1. Details

In the 1. Details tab, the name of the task is entered in the Memo Description, then select  the task Type, the Due Date, the Assignee (which auto-assigns to the user who created the task but can be changed), and the Priority and Details if need be.

 

2. [Insert Selected Task Type]

In the 2. [Insert Selected Task Type] tab, there will be various fields to fill in depending on the task type selected  - this is where all of the fundamental information is entered.

 

3. Supporting Documents

In the 3. Supporting Documents tab, this is where the user will have the ability to choose the supporting documents needed to be generated - Note: the documents that appear in the list of supporting document templates varies depending on the type of task selected.

 

Users are advised to always click Create before going on to Generate Documents in the 3. Supporting Documents tab to avoid losing the task created.

 

Completion of a Task

Once the task is created and completed,set your task to Completed. To set your task to Completed, navigate to the task, click the status of the task in the top righthand corner, and then select Completed from the dropdown list. Depending on the task, users will be prompted to update certain fields/create new tasks/confirm information in Athennian. Make the applicable selections and then confirm and close the task.

 

Task Layout in Athennian

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