Estateably

Managing tasks, deadlines and more in your files 

Task Management

Adding a one-off task

Managing individual tasks

The Tasks section tracks all steps in the estate or trust process. This article explains how to filter tasks, use bulk actions, and understand how tasks affect file progress.

Use task management

Generate a Tasks Report to see the current status of all tasks in a file — including who completed each task, when, and any due dates.

Generate a task report

Below are answers to common questions about managing and tracking tasks in Estateably.

Task Management FAQs

The basics of how to use task management in Estateably

Add one or more task templates to a file's task list to extend the default task set with reusable groups of tasks. This article walks through selecting and inserting templates…

Add a task template to a file

Task templates are reusable sets of tasks you can insert into any file to avoid building task lists from scratch. This article covers how to create, edit, define to-do lists,…

Create a task template

Task templates are reusable groups of tasks that can be applied across files to standardize workflows. This article explains what task templates are and how they help your organization stay…

Manage task templates

Task Template FAQs

How to create task templates to use across all files

Task Templates

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