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Managing my Reminders - Firm Workspace

Connectworks have made some changes to help with managing tasks and reminders. Once you've logged in and selected your firm this will load the Dashboard tab. 

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To reveal upcoming reminders within Connectworks, 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

NOTE: Reminders will only be seen for trusts and companies you have access.

Client Tasks

Client Tasks contains all the outstanding signing of documents, approving of resolutions and accepting invitations related to the Trusts and Companies that are managed by the firm.

To see all the Client tasks, click 'view all'  

Search

To find the outstanding tasks related to a particular trust or company, simply type in the name in the search field.

Or you can search by the persons name

Type

  • Any
  • Sign Document
  • Approve resolutions
  • Accept invitations

Age

  • Any
  • +30 days
  • +60 days
  • +90 days

Reminders

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 the Reminders, click 'view all'  

Type

  • Any
  • Annual reviews
  • Gifting
  • AGMs
  • Balance dates 
  • Vesting dates
  • Suri Juris dates
  • Identity expirations
  • Register completions
  • Register expirations

Period

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

Clickto save the reminder into Google Calendar. If your already connected to Google then you should be able to save the reminder directly into calendar. 

If your not logged into Google, follow the prompts required to save the calendar appointment

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.  

Export Report

You can easily export the report to save to your device, or email to a colleague. Select the appropriate report

  • As a PDF report
  • As a CSV Export

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