CIPC Tasks Table

The CIPC tasks table is in the CIPC Department. This is a manual table and helps you to keep track of CIPC-related deadlines, such as changes to company details, Director details changes, etc.

This post will cover:

1. How to add a CIPC Task

2. Accessing the list or necessary documents via subtasks

3. Task reminders & working on tasks

1. How to add a CIPC task

• Click on the CIPC Task table

• Then click on 'ADD RECORD' in the top right corner.

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

• Leave the Details section empty for now.

• Click Save&Edit.

2. Accessing the list or necessary documents via subtasks

Once you have saved a CIPC task, the view will change to show CIPC subtasks at the top. It will take you to a list of all the CIPC documents and steps needed for that particular task.

Click on the icon in the Template Download Link column to download templates where provided.

• You can store documents in the Documents tab as you receive them.

You can also indicate in bulk when documents were requested or received by checking the checkboxes to the left, then going to Actions and selecting either 'Mark Document Requested' or 'Mark Document Received'. This will update the corresponding columns.

3. Task reminders & working on tasks

Once the documents have been submitted to CIPC, click on the record and add an Uploaded Date in the Details tab. The Due Date will be scheduled for 10 calendar days after the Uploaded date. This will be reflected in the All Tasks Due table.  

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

Once a task is marked as Completed, it will move to the CIPC Tasks Archive folder.

All tasks that have a due date will schedule a reminder in the All Tasks Due Detail table. This post will explain more about how to work on tasks in DataGrows and how to time on a task.