Ideas & Enhancements

3 Vote

Bulk Update Repeating Days on Checklist Items

Adding a bulk update for repeating dates in checklist items would allow for easier editing of primary checklists

Created 20 May 18:54

Checklist

0
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
5 Vote

Checklist dates to be displayed on Needles Calendar

The firm wanted the checklist items/dates to be displayed on the needles calendar.

Created 12 Aug 20:23

Checklist

0
4 Vote

Cloud - Edit Checklist Description from Needles Today

In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.

Created 08 May 21:02

Checklist

1
2 Vote

Assign a Task to a Staff Member which creates a Checklist item with Follow Up

Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...

Created 19 Jul 03:13

Checklist

0
2 Vote

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.

Created 01 Jul 16:09

Checklist

1
2 Vote

Additional Option for Changing Case Type Regarding the Checklist

We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...

Created 24 Jun 14:31

Checklist

0
2 Vote

Checklist Pop out - show description on two lines to see more text

The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines

Created 20 Jun 20:41

Checklist

0
3 Vote

NEOS - Differentiating items from an aux checklist

The ability to tell the difference between the items on a checklist that were added from an auxiliary checklist. Possibly by a column or color coding?

Created 24 Feb 22:07

Checklist

0
3 Vote

When an item is marked as done and/or NA, the item should drop to the bottom of list, not remain in active listing .

No description provided

Created 12 Feb 15:36

Checklist

0