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Task Management — Estate task list with task detail panel in EstateAssist

EstateAssist Flows

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Estate task list with task detail panel in EstateAssist

Estate Tasks in EstateAssist, a guide for whoever is settling an estate. Five steps run across the top, from tasks through accounting, details and distribution to closure.

The task list breaks the work into twelve groups, from immediate steps and the funeral to tax payment and closing the estate, each with a short explanation and a progress bar of tasks left. Opening a task brings up a side panel with due date, priority and assignee, subtasks, attachments and comments, plus Mark as Complete at the top.

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