Ideas & Enhancements
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3
Vote
Allow checklist items to use checkboxes/specific field responses from tabs as reference objects
I would like to be able to set a checklist item to only appear once a checkbox on a user tab has been checked, rather than only being able to use case dates and other checklist items as reference objects.
Created 30 Mar 19:13
Checklist
1
2
Vote
checklist on main page
The checklist on main page doesn't have a "refresh" button. If changes are made to a checklist inside a case, there's no way to refresh your checklist?!
Created 19 Mar 21:19
Checklist
0
3
Vote
Checklist Date
Ability to copy and paste a date from one checklist item to another.
Created 19 Mar 21:03
Checklist
0
102
Vote
Auto-refresh of the Neos Today Checklist
It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Created 08 Mar 21:03
Checklist
15
14
Vote
Make entire Checklist item in Color, not just the code
Please have the entire checklist item colored, not the code, as it was in Needles. This isn't visible enough.
Created 25 Feb 19:12
Checklist
0
1
Vote
Drop Down Document from Checklist "To-do" option or Task Option
It would be easier if we had an option for a To do task: to generate a merge document, drop down option, of the variety of letters that we have for Non-Rep created as templates in NEOS.
Created 25 Feb 18:35
Checklist
0
5
Vote
Checklist Summary - Trailing Time Frame
When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.
Created 11 Feb 12:07
Checklist
0
11
Vote
Neos - Sending Checklist Dates to Outlook Calendar
Users would find it useful to be able to send the checklist dates that appear in the Neos Global Calendar to their Outlook Calendar.
Created 10 Feb 19:23
Calendar / Checklist
1
2
Vote
Checklists populating based on Stage/Status
when in an intake, it would be very beneficial to be able to customize the checklists based on the Stage/Status
Created 02 Feb 20:32
Checklist
0
2
Vote
Viewable Checklist Instructions
Be able to see the instructions from the checklist screen without having to open up the details.
Created 11 Jan 16:54
Checklist
1
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