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. Please note that regeneration acts as if each bibliographic value in the matter was just entered, and each task in the matter was just created. You would use this process if you want to generate tasks that trigger from bibliographic data within a matter. For example, you create a task type that generates from a filing date change and an allowance date change. A single regenerate task for this matter can create both tasks. 

Disclaimer: Regenerating tasks at the matter level can have unknown effects in your task list. For example, you could have a task type that generates when the filing date changes and another when the issue date changes. Perhaps you were only expecting the filing date-related task to generate. However, you will end up with the issue date-triggered task, too (unless it already existed). Another scenario that could have unforeseen consequences is with tasks that may have already been deleted. For example, if the task that generates from the issue date changing had generated and subsequently deleted, the task would show up again. Keep this in mind when you wish to regenerate tasks for matters. Regenerating Tasks for Task Types can alleviate this issue if you have specific task types that trigger from matter bibliographic data. 

  1. Click the Matters module.
  2. Select the Matter(s) needing the updated task type. (Note that this might be easier if you first filter for specific matters, as discussed here.) 
  3. Then simply click the Regenerate Tasks button. 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. 

Example scenario:

Task Type 1 generates when a matter filing date changes. Task Type 2 generates when a matter allowance date changes. Task Type 3 generates when the inventors change. 

If we regenerate tasks at the matter level, and none of the above three tasks exist in the matter, all three tasks will generate since we're simulating all three events (e.g., filing date change, allowance date change, and inventor change). However, if we regenerate tasks for Task Type 1 above, only Task Type 1 would generate. 

You can also Regenerate Tasks and Regenerate Tasks for Task Types