The Tasks section represents all the steps required to settle an estate file. Each completed task results in an 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.
- Clicking on tasks, this will bring you into your task list.
- Selecting a task in the list will bring up the task contents on the right-hand side of the screen.
- On the bottom right 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
Note: To revert the task back to incomplete, click "edit".