What is Global Task Management in Estateably?
What is Global Task Management in Estateably?
Global Task Management allows users to view and manage tasks across multiple files in one place using the Tasks Dashboard.
This feature helps users monitor deadlines, track progress, and manage workloads without needing to open each file individually.
Where can I access the Tasks Dashboard?
Where can I access the Tasks Dashboard?
To access the Tasks Dashboard:
Select Tools in the top navigation bar.
Click Tasks.
This will open the Tasks Dashboard, where you can view tasks from all files you have access to.
What can I do from the Tasks Dashboard?
What can I do from the Tasks Dashboard?
From the Tasks Dashboard, you can:
View tasks across multiple files
Identify overdue or upcoming deadlines
Filter tasks by specific criteria
Review workloads across users
Export task lists for reporting
Manage tasks more efficiently across files
Many users review the dashboard daily or weekly to stay organized.
How can I filter tasks across files?
How can I filter tasks across files?
The Tasks Dashboard includes filters that allow you to narrow down results.
You can filter tasks by options such as:
Assigned user
Due date
Task status
File
Timeline
After applying filters, select Search Tasks to update the results.
Filters help you focus on specific tasks that require attention.
Can I export tasks across all files?
Can I export tasks across all files?
Yes.
You can export tasks from the Tasks Dashboard for review or reporting.
To export tasks:
Open the Tasks Dashboard.
Apply filters if needed.
Click Search Tasks.
Select Export.
Choose whether to export all results or selected tasks.
Once the export is ready:
You will receive an email notification with a download link
A notification will appear in the notification bell in Estateably
The file will be available in .xlsx format
This allows you to review tasks in a spreadsheet or share task data externally.
Why would I export tasks?
Why would I export tasks?
Exporting tasks can help with:
Reviewing workloads across files
Monitoring task progress
Internal reporting or meetings
Identifying overdue tasks
Managing team productivity
How can I view details for a task from the dashboard?
How can I view details for a task from the dashboard?
To view task details:
Locate the task in the task list.
Select View Details.
This will open the task drawer on the right-hand side of the screen, where you can review the task’s information.
What information can I see in the task details panel?
What information can I see in the task details panel?
Within View Details, you can review and manage:
Task description
Task status
Due date
Assignee
To-do list (subtasks)
Notes and attachments
Task history
This panel allows you to manage tasks without leaving the dashboard.
Can I update task status from the dashboard?
Can I update task status from the dashboard?
Yes.
Users with the appropriate permissions can update the task status directly from the dashboard or from the task details panel.
Task statuses include:
Incomplete
In Progress
Complete
Not Applicable
Can I change the assignee or due date from the dashboard?
Can I change the assignee or due date from the dashboard?
Yes.
You can update these fields directly from the task list or from the View Details panel.
To update from the list:
Click the Assignee field to assign the task to a different user
Click the Due Date field to set or update a deadline
Changes will be saved immediately.
What happens when a task has a due date?
What happens when a task has a due date?
When a task has a due date:
A deadline indicator appears on the task
Reminder notifications may be sent based on the user’s notification settings
The task can be tracked more easily across the dashboard
If a task has a deadline but no assignee, the case file owner will receive reminder notifications.
How can the Tasks Dashboard help my team stay organized?
How can the Tasks Dashboard help my team stay organized?
The Tasks Dashboard provides a centralized view of work across files. It helps teams:
Track deadlines across cases
Monitor task progress
Identify overdue tasks
Balance workloads
Ensure nothing is missed during the administration process
Regularly reviewing the dashboard can help teams stay organized and maintain consistent progress across files.