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Tasks Module

AppColl’s flexible Tasks module allows you to docket and track all types of matters and internal workflows. AppColl provides docketing rules to calculate due dates automatically for U.S. Patents & Trademarks as well as PCT patents through national phase entry. Easily enter due dates for foreign matters into the system after your receive them from your foreign associate. You can also easily extend the existing rules or add your own custom rules.

AppColl will generate tasks and calculate due dates automatically, based on many different events in the system. For example, you can trigger a task to be generated when the issue date in a matter changes, or if another task completes. You can implement almost any workflow easily using AppColl's task rules.

You have powerful communication tools built into the Tasks module. You can associate emails with tasks such that an email is sent when a task is created. These emails can also be populated with information from your AppColl account, providing a "mail-merge" feature to make your emails specific and personal. AppColl can also generate a daily task reminder email listing all open tasks for a person.

The Tasks module provides single page access to all of your docketing items or tasks. It provides both summary and detailed views. The summary view provides a complete list of all upcoming or past due docketing tasks. Sort tasks by type, due date, owners and more. Choose from dozens of displayable columns for each task. Generate docket reports for individuals, clients, and more. You can color code tasks for easy identification.

The detailed view provides, single screen access to all the information associated with a task including due date, extendable deadline due dates (if available), fee and expenses caps, links to documents associated with the task, and more.

Summary View

View all of your open tasks (click to view larger)

Task Details

Easily create or update tasks (click to view larger)

Customized Emails

Send customized "mail-merge" emails from tasks (click to view larger)

Tasks Module Features:

Task Summary View

The task summary view provides a single page snapshot of all upcoming and past due tasks. See firm wide tasks or tasks owned by specific individuals. Easily filter tasks by due date, matter type, task type, deadline type, and other columns. Create a 30/60/90 day docket report in seconds. Color code tasks to quickly visualize task deadline types and due dates. For example, highlight tasks due in the next 7 days with red, next 14 days in orange, next 30 days in yellow.

Task Detail View

See full details of a task including due date, deadline type, fee and expense caps, owner, task triggering-event information, and more. Upload a document, such as a PDF copy of an Office Action, and associate it with any task, such as a “Respond to Office Action” task. Set fee and expense caps for individual tasks.

Automatic Task Generation

AppColl includes hundreds of task types for U.S. Patent & Trademark Law, and PCT Law through national phase entry. Each task’s rules uses triggering events to automatically create docketing items and additional settings to automatically calculate the due date.

Custom Task Rules

Create custom task rules to automatically handle foreign patent law, internal reminders, client reminders, or anything else you may want to add. Manually add custom task rules, or set them up to automatically generate from triggering events. If you like, add custom notification emails or calendar entries to each task rule.

Custom Notifications

Create custom email notifications or calendar entries for any task type. For example, send automated client reporting emails to attorneys for notifying their clients when an Office Action is received or when an annuity payment in due. Information from your AppColl account can be included in notification emails using a simple “mail-merge” capability.

Daily Docketing Emails

AppColl can provide task owners with a configurable daily docketing email showing all upcoming tasks that are due within the next 6 months. If you are managing other people, see their tasks in addition to your own. Also, using the scheduled report feature in AppColl, you can automatically send periodic reports that are targeted for the particular needs of an individual.