Ideas & Enhancements

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

NEOS - Checklist Summary Dates Interaction

Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...

Created 26 Oct 18:24

Checklist

0
3 Vote

Neos - Checklist Summary Button - Should be exportable to PDF

The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)

Created 01 Oct 17:03

Checklist

0
4 Vote

Be Able to Change the Header Color

Users would like to be able to manually change the color of the header bar liek in 4.8

Created 15 May 14:01

Checklist

0
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
3 Vote

Neos: Checklist Summary Group by Column

Since the today screen checklist is so small as to be unusable, I use the checklist summary tab. Would be nice to be able to group by column header, rather than just sort.

Created 11 Jun 15:26

Checklist

0
3 Vote

Cloud - Add viewable rows to Checklist on Needles Today

The section for My Checklist should be expanded to allow users to view more than a few items.

Created 28 May 11:47

Checklist

0
3 Vote

Ability to "Stay" a case and suspend or pause the Checklist

We have a large batch of cases that are currently stayed pending the resolution of a collateral issue, but checklist items are still appearing in the Needles Today tab, which can become a bit overwhelming. Right now, as far as I know, the only way...

Created 28 Apr 15:10

Checklist

1
3 Vote

Allow Child Checklist Item To Have Multiple Parents

This would allow the checklist to act more like a flowchart.

Created 15 Jan 16:53

Checklist

0