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Overview

Adminest helps you stay on top of life admin by automatically creating tasks from your documents and letting you manage them in one place. Tasks sync with your calendar so you never miss a deadline.

AI-Generated

Tasks created from document analysis

Calendar Sync

Sync to Google or Microsoft

Smart Reminders

Get notified before deadlines

Viewing Tasks

Your task dashboard shows:
  • Upcoming - Tasks due in the next 7 days
  • Overdue - Tasks past their due date
  • In Progress - Tasks you’re working on
  • Completed - Finished tasks

Filtering

Filter tasks by:
  • Status (pending, in progress, completed)
  • Priority (high, medium, low)
  • Category
  • Due date range

Creating Tasks

From AI Suggestions

When documents are processed, Adminest suggests relevant tasks:
1

Review Suggestions

View AI-suggested tasks on the document detail page
2

Accept or Modify

Accept as-is or edit the title, date, or priority
3

Create Task

Click Accept to add to your task list

Manual Creation

1

Click Add Task

Use the + Add Task button on the Tasks page
2

Enter Details

Add title, description, due date, and priority
3

Assign Category

Optionally link to a document category
4

Save

Click Create to add the task

Task Properties

PropertyDescription
TitleBrief description of what needs to be done
DescriptionOptional detailed notes
Due DateWhen the task should be completed
PriorityHigh, Medium, or Low
StatusPending, In Progress, or Completed
CategoryOptional grouping (Insurance, Bills, etc.)
Linked DocumentAssociated document if created from AI

Managing Tasks

Mark Complete

Click the checkbox or status button to mark a task as complete.

Edit Task

Click a task to open the detail view where you can edit any property.

Delete Task

Deleted tasks cannot be recovered. Use “Complete” for finished tasks instead.

Calendar Integration

Sync tasks to your calendar for better visibility:
1

Connect Calendar

Go to Settings > Calendar and connect Google or Microsoft
2

Enable Sync

Toggle on “Sync tasks to calendar”
3

Choose Categories

Select which task categories to sync
Tasks appear as calendar events with:
  • Task title
  • Due date/time
  • Link back to Adminest

Weekly Digest

Every Monday at 10 AM, you receive an email digest with:
  • Upcoming tasks for the week
  • Overdue tasks requiring attention
  • In-progress tasks
Manage digest preferences in Settings > Notifications