Guide to Formation B2 Tasks in Hub
Introduction
This guide provides detailed instructions on how to manage the new launch formations, referred to as Formation B2 in Hub. It outlines a temporary process, including manual steps that will be automated in the future. By following these steps, you'll be able to file LLC tasks effectively until the automation is complete.
Step-by-Step Instructions
Accessing Formation B2
The first step is to access Formation B2 in Hub. This is where the new formation tasks are managed.
Reviewing Task Assignments
Identify the tasks assigned to you. You can view tasks assigned to you and others by selecting the appropriate settings in the task view.
Filing LLC Task Preparation
Ensure all preliminary steps are completed before filing the LLC. Verify that members have completed their business applications.
Impersonate Members to Review Applications
If needed, impersonate members to confirm their application status. Ensure the business application is complete before proceeding.
Filing the Articles of Organization
Once the member's application is complete, proceed with filing the articles of organization.
Uploading Filing Details and Completing the Task
After filing, upload the filing details and payment receipt. Add any necessary notes and complete the task.
Confirming LLC Step
Move the member to the confirm LLC step once tasks are completed. This step is critical to ensuring that all information is accurately reflected.
Creating Zendesk Tickets
Create Zendesk tickets to notify relevant team members of the task completion and any further steps required.
Conclusion
By following these steps, you can successfully manage and complete Formation B2 tasks in Hub. This guide ensures that all necessary actions are taken to file LLCs and update relevant records, streamlining the process until further automation is implemented.