Enhance task management and streamline daily workflows by exploring the updated Tasks experience.
Overview
Tasks now operate in a redesigned workspace with dedicated page views, saved filters and cleaner navigation across table and calendar views. Teams can manage tasks, filings and supporting documents in a more connected workflow, making high-volume governance work easier to track and complete.
Key enhancements include:
Task filters now align with the rest of the Athennian platform for a more consistent experience
Tasks now open as dedicated pages instead of pop-out modals, making it easier to navigate and manage complex task details
Improved table layouts make better use of screen space for cleaner visibility across task lists and deadlines
Availability: All customers.
Note: Toggle the New Experience switch in the top-right corner of the screen to access the updated look.
Access the Global Task List
The global task list serves as the default timetable view, offering improved visibility of all tasks across entities. Key updates include a bolder icon for overdue tasks and immediate access to tags.
Navigate to the global Tasks section in the left-hand menu
View the default table layout displaying Status, Name, Task Type, connected Entity, Priority, Created Date and Due Date (flagged with a danger icon when Overdue)
Toggle between the Table view and Calendar view using the icons at the top right to manage deadlines
Click the icons on the right side of each task to Complete, Archive or Delete the task
Filter and Save Custom Task Views
The filtering experience features a cleaner look, eliminating cluttered buttons at the top of the screen in favor of customizable saved views.
Click the Filter dropdown at the top right of the Tasks table to sort by Status, Due Date, Type, Assignee, Issuer and Group
Click Apply to view the tasks per the set filters
Click + Save filter to enter a title for the custom view to save the specific filter criteria
Click Save to confirm
Access saved filters from the dropdown to quickly surface relevant items in the future
Select the option to Clear or Delete filters from the dropdown as needed
Manage Custom Task Statuses
Administrators possess the ability to manage and customize all task statuses directly from the global view.
Click Task settings in the top right corner of the Tasks page
Select the option to Manage task statuses from the dropdown menu
Add new custom statuses and assign specific colors for easy visual identification
Delete outdated statuses to automatically remove them from filter options in both calendar and table views
Navigate the Full-Page Task View
Tasks now open in a broad page view instead of a small pop-up modal, providing ample space to add necessary details, documentation, and history.
Select a task to open the full page view within an Entity
Update the Status, Priority, Issuer, and default Assignee using the designated dropdowns
Enter necessary information into the details box, utilizing the expanded 1,000-character limit
Drag the corner of the text boxes to expand the view for lengthy notes
Enter Tags and press the enter key to apply them
Add Checklist items and mark them as complete as work progresses
Input applicable dates into the Effective, Resolution, and Reference fields based on the task type
Click Save to confirm updates
Generate and Manage Task Documents
The updated interface streamlines the process of adding templates and generating documents directly within the task view.
Locate the Templates section within the task page
Select the desired document templates from the dropdown menu to add them to the task
Click Generate to create the documents and view the last modified date
Access the newly created files in the Generated Documents view or the main Documents section
Click Send To to route documents for electronic signature
Apply access restrictions directly at the task level to limit visibility to specific access groups
Click Download to export documents as standard files or zip folders
Click Upload to add additional external files directly from a local device and click Save
Execute Jurisdiction-Specific Tasks
The user interface dynamically changes based on the specific task type, entity type, and formation jurisdiction, revealing relevant fields and filing options.
Create a new task within an Entity
Set the Task Type to a specific action like Formation
Fill out the dynamically updated fields required for the specific entity type and jurisdiction
Review any pop-up error messages indicating missing mandatory fields
Add missing details such as required incorporator information
Click the final task filing button to submit directly to connected registries
Click Save to confirm