The task dashboard is the first screen you see when you open ArcPrime. It gathers every pending action across your patent and disclosure portfolio into a single Tasks view, so you always know what needs attention.
Key Capabilities
Unified task view — Tasks from patents and disclosures appear in one list, regardless of where they originated.
Filter bar — Narrow the list by inhouse counsel, task type, and due date range from the Filter button.
Flexible grouping — Organize tasks by status, inhouse counsel, or task type from the Display button.
Inline updates — Change a task's status, priority, inhouse counsel, or outside counsel without leaving the dashboard.
Past Due tracking — Overdue tasks collect in a Past Due section inside each group, so nothing falls through the cracks.
Customizable columns — Show or hide columns such as Priority, Docket Number, Task Type, Inhouse Counsel, Outside Counsel, and Due Date.
How It Works
When you open ArcPrime, the dashboard loads your tasks grouped by status: Open, In Progress, Blocked, Completed, and Cancelled. Most group headers show a task count, and every group can be collapsed or expanded. Click See More at the bottom of a group to load more of its tasks.
Every task row displays the docket number, title, task type, and due date. Click a task row to open the associated patent or disclosure detail page. Hold Cmd (Mac) or Ctrl (Windows) while clicking, or use the middle mouse button, to open it in a new tab.
Click the flag icon on a row to set its priority, or the status icon to move it to another status. Click the name in the Inhouse Counsel or Outside Counsel column to reassign the task's patent or disclosure. Right-click any row for a Copy menu that copies the task title, its link, or the docket number.
Common Use Cases
Use Case | How ArcPrime Helps |
Morning triage | Group by status, then expand each group's Past Due section to see what is already late |
Team workload review | Group by inhouse counsel to see each attorney's task load and reassign work in place |
Deadline management | Filter by a due date range and sort by due date to surface the most urgent work first |
Task type focus | Filter by task type to work through all office action deadlines, then signature requests |
Getting Started
To narrow the list, see how to filter and sort tasks. To change grouping or columns, read how to customize your dashboard display.
Related Articles
How to Filter and Sort Tasks — Narrow your dashboard view with due date, task type, and counsel filters
How to Customize Your Dashboard — Change grouping, sorting, and visible columns
How to View and Edit Tasks — Open task details and update status or priority
Patent List Overview — Manage the patents your tasks belong to