Estateably

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

Task Management

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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