Understanding Tasks

Diego Toledo
Diego Toledo
  • Updated

Learn how tasks are setup in Athennian!


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 four tabs in a task: 1. Details, 2. [Insert Selected Task Type] (this name changes depending on the type of tasks you want to use), 3. Supporting Documents and 4. Generated 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 Due Date, the Assignee (which auto-assigns to the user who created the task but can be changed manually), and the Priority and Details as you might need.


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 such as Resolution Date, Effective Date, Notes, Select if the task will be future-dated and a large etcetera. 


3. Supporting Documents

In the 3. Supporting Documents tab, the user will have the ability to choose the supporting documents needed to be generated. Customers will need to click in the Supporting Documents icon and a list with the documents needed for that task will show up. - Note: the documents that appear in the list of supporting document templates vary 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.


4. Generated Documents.

The 4. Generated Documents tab is where we can save our task. 


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 right-hand corner, and then select Completed from the dropdown list, or you can set it to Pending in case there is data you still need to review, Archived in case the task is just for informational purposes. Depending on the task, users will be prompted to update certain fields/create new tasks/confirm the information in Athennian. Make the applicable selections and then confirm and close the task.


Task Layout in Athennian

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