Creating and Editing Your Own Deadlines

GleanMark automatically tracks USPTO deadlines, but you can also add your own for anything that isn't USPTO-driven: Madrid renewals, foreign filings, client meetings, internal filing tasks, response deadlines for non-USPTO correspondence, or any catch-all.

Creating a Custom Deadline

Click Add Deadline in the top right of the /deadlines page. The dialog has these fields:

• Title — shown in list rows and digest emails
• Due date — required
• Type — pick from the full list of deadline types. The Custom types group includes Custom, Filing Deadline, Foreign Filing, Client Meeting, Madrid Renewal, and Response Deadline. You can also pick a System type (Statement of Use, §8 Declaration, etc.) if you're tracking a USPTO-style event that the scanner didn't pick up automatically. The type sets the icon and color used on deadline lists. On the calendar, each system type has its own color, while custom types all share the default grey.
• Priority — Critical, High, Medium (default), or Low
• Trademark (optional) — enter a serial number to link the deadline to a specific mark. Linked deadlines show up on the mark's detail page and inherit its portfolio assignments.
• Client (optional) — for unlinked deadlines, pick which client this belongs to
• Notes (optional) — longer description that appears on the detail panel

Your custom deadlines appear alongside system deadlines in the list and calendar, filtered and counted the same way.

Editing Any Deadline

Click the pencil icon in the detail panel on the right — works on both custom and system deadlines.

When You Edit a System Deadline

GleanMark updates the deadline in place and converts it to a manually-managed one — it stays the same record, but from that point on it's yours and the daily scanner won't overwrite your edits. A confirmation toast reminds you that the deadline is now manually managed.

When You Edit a Custom Deadline

Changes are saved in place.

Deleting and Removing

Click the trash icon in the detail panel.

• System deadlines are soft-cancelled with a "Removed by [your email] on [timestamp]" reason. They disappear from your docket but the audit record is preserved.
• Custom deadlines are permanently deleted. There's no undo, so the dialog asks for confirmation.

To remove many at once, use Bulk Actions — see Bulk Actions on Your Deadlines.

Where Custom Deadlines Are Visible

• Created in a firm/organization workspace → visible to everyone in that organization
• Created in your personal workspace → only you see it
• A custom deadline can only be edited or removed by the person who created it, even inside a shared firm workspace

Tips

• Use descriptive titles. Digest emails show the title prominently. "Foreign filing — Germany Class 25" reads better than "Filing."
• Link to a serial when possible. A linked deadline shows up on the mark's detail page, so collaborators looking at that mark see it without browsing the deadlines list.
• Use "Client Meeting" for recurring internal tasks. The icon and color are distinct enough to filter out when you only want to see filing work.
• Use Priority to flag critical deadlines. Critical and High deadlines are more visible in list and calendar views.

Related Features

• How GleanMark Tracks Your Deadlines — The automatic USPTO system
• Bulk Actions on Your Deadlines — Batch operations
• Setting Up Your Email Digest — Daily and weekly summaries