ACT - Estates Critical Dates
The Content Team have added the following NEW critical dates to Calendar & Tasks in ACTEstate matter types in Desktop:
| Notice of intended application advertised | First date application can be
made | Date of grant |
| Realisation of Assets complete | Notice of intended distribution advertised | Date for distribution |
| Interim distribution date | Final distribution date | Distribution under family provision legislation |
Dates that appear on the Estate Details layout and critical dates will be entered inCalendar & Tasksand will pre-populate to the layout.
To greatly assist your workflow, you can create “Recurring Task� templates or “Due Date Tasks� based on the critical dates entered within your matter (which integrate with Outlook).
See LEAP Communities to createRecurring Task templatesacross your Estate matters so that these are created once and used on multiple matters.
See LEAP Communities to also create Due Date Tasks. Within the Task created, you can also:
- Assign a Task to other staff
- Add/record Time/Fee Entry
- Create and email Status Reports to staff
- Set a Follow Up
- Set Recurrence
- Assign to another Matter
- Mark Complete
Tasks created will appear in the Tasks List of the matter and will be crossed/grayed out when you mark them as Complete.You will also receive ‘Task Due Notifications' in your matter lists. These notifications are hyperlinks, therefore, you can click on them and you will be taken directly to the Task itself in the matter.
For more articles regarding Calendar & Tasks see LEAP Communities.
NOTE: If you would like the new critical dates to appear in your “existing� matters, you will need to change the matter type to a different matter type, save, and then change back again to the correct matter type, this will “refresh� the critical date scheme.
Provide feedback on the new Estates critical dateshere. 
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