The Tasks section represents all the steps tied to the estates or trust process. In the Estates module, each completed task will result in a percentage increase in case progress.
Each task found in this section can take the form of either something informational, a document upload, a form to fill out or an integration with a third-party service to submit information.
The list of tasks can be completely customized for any organization, jurisdiction or process. If you require a custom task checklist, please contact firstname.lastname@example.org for assistance.
Interacting with Tasks
Selecting a task in the list will bring up the task contents on the right-hand side of the screen. You can change the task status from incomplete to:
- Not applicable (increases case progress the same as choosing complete does);
- In Progress;
Setting a due date will create a deadline in the Overview section. It will also automate email reminders to the task assignee.
You can assign the task to yourself or another collaborator.
Within the to-do list, you can create subtasks that can be checked off throughout the process.
You can also add notes to a task, and tag your team members using the @ symbol. Additionally, you can attach relevant files to the task.