Regenerate Tasks for Matters

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Changing or creating new task types take effect immediately. However, they are not applied retroactively. If you wish new or edited task types to apply to all existing matters, please follow the below instructions.

First, in the Matters module, select the matter(s) needing the updated task type by checking the checkbox on the left of the matter in the table. (This might be easier if you first filter for specific matters, as discussed here.) Then simply click the Regenerate Tasks button in the Make Changes section of the left column. AppColl will re-evaluate all task type trigger conditions assuming that the selected matters have just been created and create new tasks as appropriate.

Note: AppColl will also regenerate tasks assuming that all open tasks for the matter have also just been created