@TPLA3794 I did create a few custom tasks. Because my practice is small (I'm semi-retired), I only created tasks that met my immediate needs rather than attempt to be fully general. But I'd be happy to share them with you, of course with the understanding that I take no responsibility for how you use them or for any errors that might be in them.

Drop me an email at richard@schafer-ip.com and I'll try to figure out a good way to share them.

@ChristianS2558 thank you so much for taking the time to write that all out. That is really helpful and I'll give it a go!

@jonah-soundhound-com
37 CFR 1.78 requires that "[t]he reference also must identify the relationship of the applications, namely, whether the later-filed application is a continuation, divisional, or continuation-in-part of the prior-filed nonprovisional application, international application, or international design application." Not the same weight as 35 USC 120, of course, but still something I think should be complied with.

I suspect that you may be correct that it might not actually impact the priority claim's validity if one did not, but I would not want to test it--at the very least, there could be an argument that a patentee committed inequitable conduct by, for example, labeling a CIP priority claim as a normal "continuation" priority claim. This might cause an Examiner to mistakenly assume that the subject matter in the application is identical to that in the parent, and thus incorrectly apply the parent's priority date to all claim elements when some of those claim elements were not in the priority application and not entitled to that earlier date....

@jonah-soundhound-com Yeah, I thought of that as well--but at some point, too much customizability becomes problematic for AppColl since it makes it difficult for them to write coherent instructions for users (if you have a screen shot showing where fields are but users may have completely different UI layouts, that may introduce headaches).

However, one way to maybe address that is to have a button/toggle in the UI that lets users instantly flip between a "default" AppColl UI layout (like it is now) and a customer-defined layout (in which admins could reposition any fields to suit the needs of their attorneys/admins). That way AppColl's help files are still applicable to the AppColl default, but users can also use custom layouts--with the understanding that AppColl help files are intended to be directed at the default layout....

@MikeO5888 Actually, there is a workaround....

The 2K limit is, it is true, a browser-inherent limit. But not all browsers are created equal....

Chrome and Edge, for example, seem to have limits of around 2K for MailTo link text.

However, Firefox seems to have a massive larger limit. For example, I have been able to successfully generate emails from AppColl in Outlook using Firefox that have nearly 24,000 characters (5+ pages of solid text in Word).

Keep in mind that if Firefox ever reduces that limit, there is nothing AppColl can do about it. At the same time, Chrome and Edge might raise it, allowing them to be used in a similar manner....

So if you're willing to use Firefox as your AppColl browser, you should be able to have much more flexibility in terms of the size of the email template for direct creation in your Outlook client.

Cheers,
Christian

A simple "Matters" button in a Contact view that shows all matters with which the contact is associated in any way would work great for me.

Pretty much what I was looking for. Not sure why I hadn't noticed this before.

@jonah-soundhound-com Yup, that would do the trick--strange that I didn't find that suggestion when I looked for custom tasks as a search topic. I upvoted it.

@ChristianS9906 Thanks for the "reminder" --Discussions are a current project at the moment; we should be able to address this soon.

If you select an assignee for a contact (in the contact details page) and the assignee has an address, it will automatically copy over to the contact's address. Please note, this will not overwrite any existing contact address information. It will only populate the assign address if the contact address is blank.

We have spoken with engineering to link the assignee address to the contact address, such that changing the assignee address will automatically update the contact address.

We will update this post when this has been completed.

@MelissaT3398 - thank you!

@GreggH8509 Great, thank you--would be very helpful!

@GreggH8509 Thank you!!

Hi there. Currently, we do not have a way to do this. Just so we understand, what might you add to multiple references?

@JonahP1621 I would appreciate seeing some of that feedback here - I have a small public company who has no internal system of their own and I am planning to offer them Tandem access once we're more established - I would especially appreciate feedback on how that works so I can avoid overselling it. But, I think being able to offer that will help them consolidate more work with me.

Hi George - we will contact you directly to discuss this further.

Hi Christian - this filter has been added. We hope this helps.

@ChristianS9906 After posting this, I noticed that task types now include a "deleted" task status that can be selected for the auto-close behavior. I initially thought that maybe AppColl would cause tasks with such status to automatically delete themselves when they auto-close (which would pretty much reach a similar end result to the above). But then I tested it, and it seems like all it does is close the task out as "deleted." The task sticks around, however.

😞

I'd suggest allowing the admin to select a default folder. For example, the default could be "WorkInProgress" everytime you want to upload a new document or create a form letter within a task.

@gregg_appcoll That sounds good.