@SeanW8986 The best approach here (for a single matter) is probably to generate the standard reminder dates and then edit them manually. If you have a subset of matters with this flow (e.g. a specific client) you could setup a new workflow.

Thanks,

AppColl Support

@JonahP1621 I've certainly worked with more than one docketing systems that allowed matters and docket entries to be assigned to multiple attorneys. That way, things would show up on each person's docket. Usually, the docketing system simply designated them as Attorney 1, Attorney 2, etc. and the firm could choose by policy the roles assigned to each of the Attorney n fields. At one big firm where I was a partner, at least one partner insisted that docket reports produced for him only show docket items for those few cases where he was the working attorney. The system we had there was so bad that I found to my horror that
one docketing clerk spent their entire day just producing daily docket reports for each attorney by running a giant docket for everyone, then manually extracting the docket for each attorney into a spreadsheet for just that person. I was able to cut that down to no more than an hour by writing some code to split the giant docket into individual files. It wasn't a great solution but was the best we could do with the limited capability of the system.

Thank you for the feedback.

@MelissaT3398 - thank you!

@MikeO5888 Thanks! Have a good day.

My guess is that fields (columns) associated with tasks are black and fields associated with the matters with which the tasks are associated are grey. Noticeably, Status is an exception because it is grey, even though it is a field related to the task.

While the distinction between fields related to tasks and fields related to the matters associated with tasks is surely meaningful to the AppColl developers, it is unimportant to me. I agree with @RichardS3059 that Task reports would be somewhat more readable if almost all text was black.

Date text is a reasonable exception since the difference of blue or red is a useful indicator of whether a task is due in the future or the past.

@jonah-soundhound-com A simpler way to do it would be to just generate a bunch of annual docket entries for the entire lifetime of the patent all at once, just like some systems generate a docket entry for each extension of time that's possible for a response when an office action arrives.

But I hate seeing all of those future entries and having to clear them if they're not needed, so I prefer a more complicated configuration that only generates each docket entry when it's needed. A little careful work up front pays off over time.

I think that I once saw somebody, elsewhere, suggest that it would be nice to have a bulk task closure feature available within the Matters view. Maybe I just imagined that, myself.

I like the idea, though I can picture the GUI starting to get crowded with quite a few buttons.

Perhaps one approach to providing that feature while minimizing clutter would be to have tick boxes in a narrow leftmost column in the list of tasks and have a section of buttons on the left related to manipulating tasks, but have those task manipulation buttons become visible only when one or more boxes is ticked and become invisible as soon as no box is ticked for any shown task.

Can I stop auto-generation of the review tasks, or are they needed to auto-generate other tasks?

Currently, there is not a way to import custom task types. They would have to be created one-by-one within AppColl.

However, we are implementing the ability to import and export tasks type in an XML format. Look for details on this process in the coming months.

Yes you can. When creating a task type, you can select a trigger where you would state "While CountryCode contains nnn". See below.

478fc84d-5a46-43af-bb40-3be58291e636-image.png

You can easily see closed tasks from the Tasks Module. In the lower left corner (under the Change View section) you will see a drop down as shown below. Select the All Completed option.

774ddff1-0839-4b54-ac6b-6828ae466fa7-image.png

Yes there is. There is a regenerate tasks button available. See below for a video covering this process.

https://support.appcoll.com/tasks/regenerate-tasks-w-video