The task dashboard is the first screen you see when you open ArcPrime. It organizes every pending action across your patent and disclosure portfolio into a single view, so you always know what needs attention.
π· The task dashboard showing task groups organized by status, with Open, In Progress, and Blocked sections visible
Key Capabilities
Unified task view β All tasks from patents and disclosures appear in one list, regardless of where they originated.
Flexible grouping β Organize tasks by status, internal counsel, or task type to match how you work.
Inline status and priority updates β Change a task's status or priority without leaving the dashboard.
Overdue tracking β Overdue tasks surface automatically within each group so nothing falls through the cracks.
Customizable columns β Show or hide columns like priority, docket number, task type, 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. Each group shows a count of tasks and can be collapsed or expanded.
Every task row displays the associated docket number, title, and due date. Click any task row to open the associated patent or disclosure detail page. You can update priority and status directly from the dashboard by clicking the flag icon or status icon on each row.
π· A task row showing the priority flag, status icon, docket number, title, task type badge, and due date columns
Common Use Cases
Use Case | How ArcPrime Helps |
Morning triage | Group by status to see all open tasks, then sort by due date to prioritize |
Team workload review | Group by internal counsel to see each attorney's task load |
Deadline management | Sort by due date with ascending order to surface the most urgent work first |
Task type focus | Group by task type to work through all office action deadlines, then signature requests |
Getting Started
To customize how your dashboard displays tasks, see how to customize your dashboard display. To learn about creating new tasks, read how to create a task.
Related Articles
How to Filter and Sort Tasks β Narrow your dashboard view with due date, task type, and counsel filters
How to Customize Your Dashboard β Change grouping, sorting, and visible columns
How to View and Edit Tasks β Open task details and update status or priority
Inventor List Overview β Manage inventor records and contact details
