Auto Generate Calendar Entries When Tasks with External Deadlines are Created

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Do you want to automatically generate calendar entries for upcoming due dates? The process below will detail how to accomplish this, and focuses on external deadlines only, such as Respond to Office Action task types. This process also applies to e-Office Action tasks. 

  1. Go to Tasks > Manage Task Types.
  2. Click the Add button.

  1. Enter the Type Name. For example, “Calendar Entry.” 
  2. Updated the Default Owner from the default if needed. 
  3. Set the Deadline Type to “Event.”
  4. Choose the Response Date, for example, “Use the triggering task respond-by date.” 

  1. Click the Add button under Notifications.

  1. Select “Task Owner” from the Notify dropdown. Ensure that Calendar Entry is selected, and deselect the Email option if you don't also wish to send an Email. 
  2. Update the Show From option as needed.
  3. Review the Send options. Select the option to send When task is Opened.
  4. Review further Send options to select from send frequency or when a file is attached.
  5. Enter the Message Subject and Message Body or populate from a saved Template. Below is the actual text you would paste into the notification. These are only suggestions. You can insert any text you like. 

Calendar Subject Text

AppColl Task Due: {TriggeringTask.TaskType} due on {TriggeringTask.RespondBy} | Client: {TriggeringTask.Client} | Matter: {TriggeringTask.Matter}

Calendar Body Text

AppColl Task Due: {TriggeringTask.TaskType} due on {TriggeringTask.RespondBy}

Client: {TriggeringTask.Client}

Matter: {TriggeringTask.Matter}

  1. Click the Ok button. 

  1. Verify the Notification was created successfully. 
  2. Click the Add button under Trigger Events.

  1. Select the Event Type. For example, you may with to select “When any task is created.”
  2. Click the Ok button. 

  1. Click the Add button again to continue adding Trigger Events.

  1. Select an additional Event Type. For example, While a specific field in the task contains a specific value.
  2. Select the Field, in this case, Deadline Type.
  3. Enter any information in the contains field. For example, “External.”
  4. Click the Ok button.

  1. Confirm the Notifications and Trigger Events look correct.
  2. Select the Generate task even if a task with the same type, matter and response date already exists option.
  3. Click the Save button.