Tasks & Reports
Track governance tasks, create recurring workflows and generate tailored reports across your entity portfolio. Athennian helps legal, tax and compliance teams stay organized, reduce manual follow-ups and surface the right information precisely when it’s needed.
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What you can do
Set up tasks for filings, renewals, approvals or internal reviews and link them to specific entities or appointments.
Monitor upcoming compliance dates, key events and jurisdictional filing deadlines with automated reminders.
Set up repeating tasks for events like annual returns, board meetings or reappointments.
Create and export reports by entity, jurisdiction, role or compliance status to support internal oversight or external requests.
Sort tasks by type, status, due date or assigned team to keep work on track and transparent.
Connect tasks to documents, people or entities to maintain context and reduce rework.
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What you get
Stay Ahead of Deadlines
Automate reminders and workflows to keep filings, renewals and compliance tasks on time, every time.
Improve Accountability Across Teams
Assign tasks, monitor status and create visibility into what’s due and who’s responsible.
Make Governance Actionable
Turn data into meaningful activity with task management that reflects your real-world governance processes.
One solution for modern entity management and governance ops
Entity & People Records
Record entity details, appointment, addresses, KYC, registrations and compliance details in reportable and searchable profiles.
Equity & Debt Structures
Manage cap tables, equity and debt transactions, records and structure across industries.
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Structure Charts
Instantly produce dynamic charts that reflect ownership, governance and commercial relationships.
Controls & Governance
Control and monitor your source of truth with granular permissions, audit trails and custom fields to ensure data integrity.
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Document Management
Store, edit and automate templates, use electronic signatures, and control access to sensitive documents.
Appointments/D&O
Record, link and automate any appointment such as director, officer, power of attorney or signing authority.
Tasks & Reports
Track compliance dates and significant events, and create custom task lists for various activities and milestones.
Athennian AI
Remove the cost, time and risk of manual data entry and initial onboarding, M&A and ongoing maintenance.
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Take a proactive approach to governance
Talk to us about how Athennian can help your teams today.
Request a demo
Frequently Asked Questions
You can create tasks for filings, approvals, board meetings, renewals, internal reviews and more. Tasks can be linked to specific entities, documents or appointments so everything stays connected.
Athennian lets teams build custom recurring workflows for common events like annual returns or reappointments. These workflows generate automated tasks and reminders, keeping everyone aligned and ahead of deadlines.
Yes. Tasks can be assigned to users or user groups, with visibility into upcoming due dates and status updates. This improves accountability and allows managers to monitor progress across functions.
You can update task dates at any time and reschedule reminders. Athennian also maintains a history of changes so you can see when and why adjustments were made, which can be especially useful during audits or internal reviews.
Athennian enables reporting by entity, jurisdiction, compliance status or task type. You can tailor and export these reports to meet internal tracking needs or respond to external information requests.
Tasks and reports provide a record of what was completed, when and by whom. You can demonstrate control over governance activities without pulling data from multiple systems or spreadsheets.
When tasks are tied to people, entities and documents, governance activities become easier to manage. You can navigate from task to related records with context and reduce the risk of rework or missed dependencies.
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