Tasks and Reminders
Learn how to create, assign, and track tasks within Fidura
Task and Deadline Management
The Task Management tool allows you to create, assign, and track tasks within Fidura, ensuring compliance obligations and corporate administration duties are never missed.
Creating a Task
Step 1: Select the Task Icon
From the top-right of the platform, click the Task icon to open the task management module.
Step 2: Click Create Task
Press the Create Task button to open the task creation window.
Step 3: Fill in Task Details
- Title
Enter a clear and descriptive title for the task.
- Due Date
Select the deadline for the task.
You may also toggle a Reminder or set the task as Recurring if required.
- Related Company
Choose the company this task relates to (e.g., Random Law Firm).
- Assigned To
Select the user responsible for completing the task.
- Priority
Set the urgency level: Low, Normal, or High.
- Description
Add additional notes or context about the task.
Step 4: Save the Task
Once all mandatory fields are completed, click Create Task to add it to the system.
Step 5: Task Tracking
The task will now appear in your task list, where it can be monitored, updated, and marked as complete.
Task Management Features
- Create tasks for compliance deadlines and corporate administration duties
- Assign tasks to team members
- Set priorities to focus on urgent items
- Track progress and mark tasks as complete
- Set reminders for important deadlines
- Create recurring tasks for regular obligations
Best Practices
- Create tasks immediately when compliance deadlines are identified
- Assign tasks to the appropriate team members
- Set reminders for critical deadlines
- Review task lists regularly to ensure nothing is missed
- Mark tasks as complete when finished