Trustworks has made some changes to help with managing tasks and reminders. Once you've logged in to Trustworks, select "My Workspace" in the top left hand corner.
In the example below the reminders in "My Workspace" are related to the Companies and Trusts, your directly associated with.
To see reminders related to the firm your associated with click here
- My Workspace
- Add reminder to Google Calendar
- Add reminder to Default Calendar
- Export Report
To reveal upcoming reminders within Trustworks, left click on the date to reveal the reminder(s), trust or company the reminder is associated to. To access simply click on the name
Reminders contains all the outstanding actions not related to the signing of documents or approving resolutions etc. See below for an extensive list of the reminders within Trustworks.
To see all reminders, click 'view all'
- Annual reviews
- Balance dates
- Vesting dates
- Suri Juris dates
- Identity expirations
- Register completions
- Register expirations
Select the starting date (Period), and then select (for)
- 1 Month
- 2 Months
- 3 Months
- 6 Months
- 1 Year
Add reminder to Google Calendar
To add a reminder into Google Calendar, click
Add reminder to Default Calendar
To add a reminder into your default calendar
Click to save the reminder to your device. Double click on the file to open the default calendar on your device and save the reminder.
You can easily export the report to save to your device, or email to a colleague. Select the appropriate report
- As an Excel report
- As a PDF report
- As a CSV Export