Creating Your Prosecution To-Do List
ClearAccessIP provides four methods for users to create prosecution To-Do Lists.
First Method: Using the Timeline to Create a To-Do List
The timeline is the first way that users can gain insight into upcoming deadlines. Available directly upon login, users can click through an interactive, graphical timeline of all upcoming deadlines, calendar them, go directly to the document requiring the response.
Second Method: “To-Do” Tabs
Another method of creating to-do list is by using the tabs. All pending applications are grouped based on upcoming due dates.
Pending Actions Tab
“Pending Actions” includes any pending applications for which there is an upcoming hard or soft due date. It is likely where prosecution counsel will spend most of their time.
New Actions Tab
“New Actions” includes any application for which there are new docketed responses. It has a notifications box to alert users to any new actions.
All Applications Tab
“All Applications” is a patent application repository. It includes every asset from the other tabs as well as a record of abandoned and rejected applications.
*Note that any applications that grant will automatically be moved to the Issued Patents tab and will no longer be available in “All Applications” or elsewhere under the applications tab.
Third Method: Accessing Individual Asset Pages to Create your To-Do List
The third way that users might create their to-do list is through accessing individual asset pages, in which they can create custom reminders and due dates.
While the main docketing page shows upcoming due dates for every asset loaded into the system, users can access more information about an individual asset and can create custom reminders and due dates related to it by clicking its blue serial number. On that page will be complete status information with due dates for any pending actions, bibliographic and family data and the entire file wrapper with links to the documents. Create custom reminders and due dates.
Fourth Method: Emailed Docket Report “To-Do Lists”
Some users may prefer to be sent an automated email each Monday morning that will lay out their priorities for that week. Users must set up this email in the “settings” tab of any Manager account.
First, find the “settings” tab.
Near the bottom of the page is a checkbox with “I would like to receive weekly docket reports.” Check the box and be sure to click the “update” button. Now you will be emailed a docket report each Monday morning around 8:30 am.