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Tables: CIPC Tasks Table Explained

The CIPC tasks table is the second table in the CIPC group. This is a manual table.

To add a CIPC task open the table, then click on +Record in the top right corner

Next select a task, client, accountant, status, and partner/manager where applicable.

Click Save&Edit.

The view will change to show CIPC subtasks at the top. Click on this tab. It will take you to a list of all the CIPC documents and steps needed for that particular task.


Once you click on any of the subtask records, another screen will open to the right. Here you can keep track of the progress in each step.



We recommend using the date received here and then storing the documents in the documents tab next to the CIPC Subtask heading.


Once all documents have been received, go back to the main task view (details tab next to the SIPC subtask heading) and use this view to add the Uploaded date. This makes tracking progress easier.


The day counter will start counting in calendar days, making it easy the see when you can follow up or escalate a task.


The Due date will schedule for 10 days after the Uploaded date. This will reflect in the All Tasks Due table.


Once a task is marked as complete, it will move to the CIPC Tasks Archive folder. To move it back, change the status to In Progress.


Timer

Time can be tracked against any of these tasks. Please read this post to find out more.


If you feel that we have left out any tasks or columns, please send an email to support@mydatagrows.com and we will happily add them.

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