Task & Workflows

Quorum allows the creation of workflow templates that reflect procedures and monitors their progress. Working with tasks allows management and supervisors to monitor and check the work being carried out at any instance.

Key Features:

  • Task Management and Workflow Automation: Create, manage, assign and track workflow tasks simultaneously. Quorum facilitates workflow automation by allowing the creation and execution of task templates, which replicate standardized workflow sequences.
  • Tasks Administration: Allows department heads to keep track of the work in progress related to any entity created in the system, as well as keep track of the work assigned to colleagues.
  • Custom task templates: Streamlines standard workflows with the use of task templates.
  • User Task reminders: Triggers reminders sent directly in the inbox of your users and notifies them about deadlines.

We’re now TrustQuay

Microgen has merged with Touchstone Wealth Management to become TrustQuay, the world-leading software provider to Corporate Services, Trust, Wealth and Fund Administrators.

Visit our new website to learn more about the combined business.

Continue on this site for detailed product information on 5Series.

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