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    PatrickM8836

    @PatrickM8836

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    Latest posts made by PatrickM8836

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

      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

      posted in General Discussion
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      PatrickM8836
    • RE: Set task background color based on TaskStatus

      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.

      posted in Product Requests
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      PatrickM8836