New DeadlineType: Workflow
ChristianS9906 last edited by
I'd like to suggest a new deadline type: "Workflow." Workflow deadlines would be similar to "internal," but would have the ability to be caused to not be displayed in the Matter Details interface if completed (while still displaying other completed deadline types). Tasks with Workflow DeadlineTypes could also be turned on/off wholesale in the Matter Details interface, similar to "Internal" and "USPTO" tasks.
Tasks with Workflow DeadlineType would also be able to be edited by anyone regardless of their permission level.
The idea would be that users could use tasks with this DeadlineType to track various workflow stages, e.g., reported out to client, recommendation sent, response drafted, etc., and then close them out, thereby allowing workflow to be tracked internally. However, external deadlines and events would not be able to be edited except by users with Tasks edit permissions. This allows customers to tightly control access to mission-critical data, e.g., docket and bibliographic data, to their docketing departments while also allowing them to track workflow progress without needing to involve/burden their docketing departments.
Having the ability to screen out completed workflow tasks would allow fairly granular workflows without cluttering the Matter Details task interface with lots of completed workflow tasks....
gregg_appcoll last edited by
@ChristianS9906 Thank you for the suggestion. We will certainly pass this on to engineering for consideration.