Note: This process must be done by an Account Administrator.

You can easily create custom reminder task types that are used to alert you of upcoming deadlines. These differ from email-based notifications in that they actually appear on your open docket.

For example, let's assume you want a 3-month and a 1-month reminder to file a non-provisional application from a provisional application. This can be accomplished by creating the two custom reminder task types described below.

1. Hover over the Tasks module and select Manage Task Types.
2. Click the Add button. 

3. Enter an appropriate Type Name.
4. Select the Default Owner.
5. Select General Reminder as the Deadline Type.
6. Select Use the triggering task respond-by date in the Response Date field. For this example, the 3-month reminder's due date is based on the underlying due date of the Filing itself.
7. In the Offset By field, enter -3 for this example. That indicates that the task is due 3 months before the Filing is actually due. 
8. Click the Add button under Trigger Events. 

9. Select When a specific task is created for the Event Type.
10. Select the appropriate Task Type. For this example, File Non-Provisional Application. 
11. Click the Ok button. 

12. To then make the 1 month reminder, click the Save & Duplicate button. You can then just update the Type Name to reflect the 1-month deadline, and change the date offset from -3 to -1 and click Save. 

Moving forward, these reminders will generate at the same time a “File Non-Provisional Application” task is generated (i.e., when a provisional application is filed). 

Note: Custom task types don't retroactively apply to your existing database. Click here if you wish to regenerate tasks for your new reminders.