Tasks Module

Tasks Module Overview

The Tasks module is used to manage all tasks, such as docketing and workflow items within AppColl. AppColl has a standard set of tasks that it will use to populate your docket. Some tasks are simply notificatio...

Manually Docketing an Office Action from the USPTO

To manually enter a US Patent Office Action into your task list, follow the steps below: Got to the Tasks module. In the Make Changes section of the left column, click the Add button to open a New Task w...

Viewing all Open Tasks for Matters Assigned to a Partner or Attorneys Under His or Her Supervision

To view all open tasks for matters assigned to a specific attorney or partner, follow the steps below: If you haven't already, enable the Partner field: Click the Settings link in the upper right corner o...

Affiliated/Open Tasks

Affiliated tasks are tasks for matters in which you are listed as a partner, attorney, contributor, paralegal or foreign associate. Please note that some of these tasks may be assigned to other persons. To view...

Creating Extendable Deadlines for Tasks (w/ Video)

AppColl does not automatically create extension of time tasks for docketing items with affirmative steps to be completed (i.e., Respond to Non-Final Office Action, File Notice of Appeal, File Statement of Use, ...

Missing a Deadline for a Task Type With an Extendable External Deadline

To skip and extend an extendable deadline task, such as a "Respond to Non-Final Office Action - 3 Month Deadline" or "File Section 8 & 15 Declaration - 6 month Deadline" tasks, set the Task Status to “Misse...

Completing Tasks

Tasks can be closed from either the Tasks Module or from the matter details page where the task is associated. Complete a task from the Tasks module From the Tasks module, find the desired task and click t...

Updating the Status of Multiple Tasks

AppColl provides the ability to update multiple tasks at once. The three global completion states are Complete, Not Needed and Transferred. Depending on your set up, you may have additional custom completion st...

Creating Custom Task Types (w/ Video)

Creating custom task types can be tricky at first. However, once you get the hang of it, the process becomes easier. AppColl offers monthly webinars on this process, in addition to the videos below. Click here ...

Auto-Send Email Notifications or Calendar Invites when AppColl generates a Task (w/ Video)

Users can set a Task Type to auto-send an email notification or a calendar invite, using the Notifications feature. Note: This can only be done by an account administrator. In the Tasks module, click on the ...