client instructions received, draft papers prepared, draft waiting for revieww

[PatrickM8836]

Completion of various tasks are contingent on (i) client instructions received and (ii) draft papers prepared. What are the recommendations for identifying tasks that have these prerequisites completed (i.e., Appcoll best practices)? I can see doing this through a new process flow, but this seems a bit complicated / messy. Or we could use specific keywords for a particular task.
Preferably, there would be custom task fields for (i) and (ii) to simply add a flag (which could change the format (e.g., bolding) of how the task is presented.

(iii) Similarly, what is the recommendation for tracking drafts needing review? Again, this could be done with a custom process flow but would end up being a bit messy (I think it's important to keep the task list simplified to be able to clearly identify your obligations / workload). Adding a specific keyword to a task field?

Thanks for suggestions.

Patrick

[PatrickM8836]

@adminT7009 Thanks for the feedback.

I recommended this a while back and am making this recommendation again: I think it would be great to add additional fields to the tasks for these three items. These seem easy to implement (engineering-wise by AppColl), non-disruptive to users who don't want to use them, avoids problems with keyword typos, and would also allow filtering by date (helpful in many situations, such as reacting to client instructions within a certain period of getting the instructions).

So the fields could just be a check box (preferably with date tracking of when the check box was checked) or allow entry of a date (indicating a date of the receipt of client instructions, preparation of draft papers, or preparation of a draft waiting for review).

I'll replicate this comment on the product request page.

Thanks!

Patrick

[adminT7009]

Hi Patrick, The current way to do this is to add keywords to the comments in the task indicating the status of the contingent activities. If you use standard wording you could create a filter to show them. As you said, you could setup a new workflow that that's a bit more complicated and may be overkill.

Thanks,

AppColl Support