Manage Task Types

[SeanW8986]

Does AppColl have the capability to generate a workflow specific to one matter without changing the ultimate/final workflow? I received the following from my docket clerk:

The current workflow for filing a DIV/CON is as follows:

2 Week Reminder
1 Week Reminder
2 Day Reminder

In AppColl, a Task must be created in the Task Types Manager Module first in order to pull it up to docket or to autogenerate.

My semi-longwinded purpose of this is to say that whenever you instruct something that differs from the workflow in place, I will need to check with you to see what is the ultimate/final workflow you want to generate for all instances and not just for this matter.

Is the below workflow you want for DIV/CON deadline reminders:

1 Week
3 Days
1 Day

Thank you!

[support_appcoll]

@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