@gregg_appcoll As a follow up, we'd also very much like to be able to access our files within AppColl. It's becoming a priority for us to be able to utilize our documents and at the moment that means we have to move our documents out of AppColl. We'd rather not do that since we have an entire system and workflow setup to utilize AppColl's "Files" module as our primary source of truth. Is this at all on the roadmap? If not, I'll need to look for an alternative solution.

Hi Christian, we're working on it - should be available before the end of the year.

I agree. I currently use a separate spreadsheet for organizing oddball tasks. One of the main benefits of this spreadsheet over AppColl is the ability to color code the task entries so I can better view / absorb the task list. I'd love to have this ability in AppColl and get rid of this additional spreadsheet.

@BrandonK6644 Whoops, looks like I had the same idea, but a few weeks later https://forum.appcoll.com/topic/343/set-task-background-color-based-on-taskstatus?_=1748361445416

Hi Susan,

This might take some time as we have many projects ahead of this request. A hard date would be hard to nail down at this point.

Hi Catherine,

This has been added to your account. We hope this helps.

HI Rebecca,

We have added this to our list of items to address. We will certainly let you know when this has been added.

Hi Christian - we'll look into making this an option. Thanks for the suggestion.

Hi Katherine - we are aware of this and have it as a project to fix. In the meantime, you would still need to make manual changes. We hope this helps.

@ChristianS9906 Thank you for the great suggestion. We will pass this on to engineering.

Hi Bruce and Christian - The EarliestBenefitDateEdited was not meant to be included in task triggers. This will removed. It's an internal field we use to know whether an EBD has been manually edited by the user.

If another connection is added to a matter, we will automatically recalc the EBD, for the current matter as well as each matter in the family (assuming a change is needed). I hope this helps.

@CatherineVH9536-0

Hi Catherine. It looks like the new SB08a form resets the numbering for each category. And not a continuous number all the way through each category. We wouldn't be able to change this since the form forces the cite number. We hope this helps.

@BrandonK6644 We worked in depth with our developers on this today. Unfortunately, there is not a way to make this work within the current reporting capabilities of AppColl.

Apologies for the delay.

@BrandonK6644

So sorry for the delay. We have increased the priority on this one. We will announce when this has been done.

@BruceY9495 UPDATE: Our account has EBD data for about 40 matters, but that's it. I guess it is still updating/being calculated.

Our account had the EBD data in it as of this morning, so I think they have added it.

Thanks, Gregg!

@MelissaT3398 The new form was pushed out yesterday from the PTO. We should have it in AppColl by tomorrow. I hope this helps.

@ChristianS9906 Great. Thanks for the feedback.

@ChristianS9906 agree that is a good alternative