update_task_status
Update a task's status. Use this when the user asks to mark a task as completed, in progress, etc. Marking a task completed or not_applicable (not required) is the customer's decision: only do it when they have said so, and pass their words in customer_words. To restore a task marked not required, set it back to not_started.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| status | Yes | The new status | |
| task_id | Yes | The task ID to update | |
| estate_id | Yes | The estate to act on. Call list_my_estates first to get this id. | |
| customer_words | No | Required when marking a task completed or not_applicable, or setting bypasses_probate or has_beneficiary to true: the customer's own words stating that decision, quoted exactly from their message (e.g. "mark this not required", "I paid the filing fee", "it's payable on death to my brother"). Never your own conclusion. If they haven't stated the decision, don't call — ask them. |