video1.0<iframe src="https://www.loom.com/embed/a7726f8c1897483b98fa58bd5e898476" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/a7726f8c1897483b98fa58bd5e898476-a47640fcca1b18b2.gif165.408This Loom explains how to manage Tasks in EstateCopilot to organize work during estate administration. It describes how the Tasks list is pre-filled from the Estate Assessment, shows tasks categorized by priority with critical and blocking tasks at the top, and lets users update status or add their own tasks with a title, description, priority, stage, and an optional probate reminder checkbox. The video notes there are five stages in the process and that the tasks currently shown are for the first step, with additional tasks available in the discovery stage and other stages. It also mentions due dates can trigger reminders, and that the all tasks view provides filters by stage, priority, and task status.