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.
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
- Add reminder to Google Calendar
- Add reminder to Default Calendar
- Export Report
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'
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
- Sign Document
- Approve resolutions
- Accept invitations
- +30 days
- +60 days
- +90 days
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'
- 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
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.
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