The Tasks tab lists key tasks in the estate settlement process:
your goal is to be able mark all listed tasks as complete (or N/A).
EstateExec customizes the list of tasks, and certain task details,
depending on the particulars of your estate, so note that this list can change somewhat over time as more becomes known about the estate.
You can also add your own tasks to this list if desired.
See Tracking Tasks for a general discussion about EstateExec tasks.
You can manage both standard and custom EstateExec tasks as follows:
- Find a Task: Type a keyword or phrase in the Task filter field at the top of the table.
- Get More Information: Click the task's summary description (in the column labeled "Task").
- Mark Complete: Click your mouse in the task's "Done" cell (don't forget to save the estate at some point).
- Mark N/A (Not Applicable):
To mark a task not applicable to an estate (perhaps the task is about life insurance, and the decedent didn't have any),
select the task using the row selector checkmark (in the very first column), then press the "Mark N/A" button at the top of the table.
This will gray out the task and exclude it from progress calculations.
- Exclude N/A Tasks:
You can use the checkbox at the top right of the table to include or exclude showing tasks you have marked "Not Applicable".
- N/A Column:
You can explicitly include an N/A column in the table via the table menu in the top right. The N/A column gives you additional control:
For example, you can enter a "Y" in the column's filter field to show only the tasks you have marked not applicable.
There is an optional "Assigned" column available for Tasks, not shown by default (as with all EstateExec tables, you can control
which columns to show via the menu in the top right of the table). You can use this column to divvy up responsibilities if you
are working with multiple people.
In addition to standard tasks calculated by EstateExec, you can also track your own custom tasks:
- Add a Custom Task: Click the "Create Task" button on the top of the table, then fill out the dialog box that appears.
- Modify a Custom Task: Click the task name in the table and make changes in the edit dialog that appears.
- Delete a Custom Task: Select whatever rows you want to delete via the checkmark in the first column of each row, then click the "Delete" button at the top of the table.
- Custom Column:
You can explicitly include a Custom column in the table via the table menu in the top right, enabling you to show only your own custom tasks,
standard EstateExec tasks, or both.
For example, you can enter a "Y" in the column's filter field to show only the custom tasks you have defined.
EstateExec displays tasks in different colors:
- Blue: Normal tasks
- Green: Custom tasks you defined
- Black: Completed tasks
- Gray: Tasks you marked "Not Applicable"
By default, EstateExec tracks the date you complete each task:
- Set Done Date: To mark a task complete and record the completion date, click the Date Done cell of a given task and select the desired date.
- Mark Task Done: As a shortcut, you can simply click a task's Done cell, and it will set the Date Done to today's date.
- Disable Date Tracking: If you don't want to bother tracking completion dates, you can use the Task Options dialog to turn off this feature: click the "Options..." button at the top right of the table, and uncheck "Track dates".
By default, EstateExec shows tasks grouped by Timing Period (e.g., First Month, As Possible, Tax Year, etc.).
As with any EstateExec table, you can sort the contents by clicking on a column header (to sort by multiple columns, use Shift+Click).
However, clicking the Due column uses special processing, showing you first the tasks by Due date that are not yet done, then the tasks by due date that are done,
and finally the tasks with no due dates. This is designed to help you quickly see the tasks that are still due.
EstateExec marks certain tasks inapplicable depending on estate gross value (and other factors). When setting up a new estate,
you are asked to provide a rough estimate for the estate gross value, so that EstateExec can determine the likely applicability of these
tasks. You can change this estimate at any time, you can just leave it blank if you want to make decisions about these
tasks yourself, and you can override the N/A determination for a task at any time.
By selecting "Listed Assets" for Estate Gross Value Type in the Task Options dialog (available via the "Options..." button at the top right of the Tasks table),
you can also tell EstateExec to instead make these decisions based on the actual values of the
assets listed on the Assets tab (once you have entered them into EstateExec).