Company Secretarial Support

Create task reports for managers assigned to companies in Company Secretarial

After you've assigned managers to companies, you can give each manager a report that contains the tasks they have for the companies they're assigned to.
  1. Take the following steps if you've not yet assigned a manager to a company.
    1. Open the company.
    2. Select the
      Company
       tab.
    3. In the Business Activities section, enter the manager’s initials in the
      Notes
       box.
    4. Save and Close
       the company.
    5. Repeat for each company you want to assign the manager to.
  2. After you've assigned managers to companies, select
    Tasks
     from the menu.
  3. Mark the checkboxes under the Task Types heading to add tasks to your report.
  4. Use the
    Due From
     and
    Due Until
     dropdown lists to choose a date range for the report.
    The Tasks table shows a list of companies that need completion of the selected tasks. The Notes column of the Tasks table shows the initials of the manager assigned to each company in the list.
  5. Select
    Export to spreadsheet as XML
    from the menu bar.
  6. In the downloaded
    Excel spreadsheet
    , use the Notes column to sort the data by manager.
Now that the report is sorted by manager, you can send each manager only tasks they need to complete for the companies they're assigned to.

This article applies to:

  • Product: Digita Company Secretarial