AppColl can generate reminders for tasks (i.e., docketing items) in a number of ways, to alert you to upcoming due dates. Below is a list of options and article links for creating each reminder type.
1) Custom Docketing Reports: You can easily create a custom docketing report with whatever columns, ordering and filtering criteria you want. You can narrow docketing reports by user, time frame, client and task types, to name a few. Click here for detailed instructions on creating such reports. You can also schedule these reports to automatically run by clicking here.
2) Generating Task Notification Emails or Calendar Entries: In place of, or in addition to, the above option, you can also generate custom notifications when certain tasks are created by AppColl. These notifications can be customized to include whatever data fields you wish, including specific information about the task, such as its due date, client or matter title. These notifications can be sent as emails or calendar entry invites. Multiple notifications can be sent to different people or groups.
4) AppColl's Daily Docketing Emails: Please Note that this option no longer exists for accounts newer than early 2017.
By default, AppColl emails a daily docketing reminder to all task owners of upcoming due dates. Please note, this email is sent to the task owner and not the matter attorney (unless the task owner is the matter attorney).