Advanced Task Filters and My Tasks

Tasks within a file

You can leverage additional filters in the task list and the search bar to quickly find what you are looking for.

Clicking the magnifying glass icon will initiate the search bar, allowing you to search for a task by name or keyword.

You can hide all completed tasks by clicking the “Hide completed tasks” checkbox.

You're able to exclusively view tasks assigned to you by clicking the "only my tasks" checkbox.

My Tasks (available to Professional Plan users)

Via the My Tasks tab at the top of the page, you are able to view all Tasks assigned to you within Estateably, across case files.

You can use the filter to view tasks from specific cases, or the search bar to find specific tasks.