Ideas & Enhancements

3 Vote

Needles Today Checklist Summary

A wish list item for a new notification option: checklist items. It is often not efficient to be checking your checklist multiple times a day. A button that shows the number of checklist items due (that day or earlier) and a notification of new ch...

Created 26 Aug 16:32

Checklist

2
3 Vote

Link Insurance Tab Dates and Negotiation Tab Dates to the Checklist

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items

Created 23 Jul 18:13

Checklist

1
2 Vote

NEOS - Checklist Details to open ONLY when button is selected

The Checklist Item details menu will open any time you click on a checklist item which tends to get into the way. The user would like for the details window to only open when the "Details" button is selected.

Created 10 Feb 18:50

Checklist

0
2 Vote

Needles Today: Show Future Items

Needles Today can only view items that are either overdue or due today. It would be great if we could see 30 days ahead in Needles today, just to see what is coming up.

Created 16 Jun 21:53

Checklist

0
2 Vote

Ability to add a checklist item from the Checklist Summary or Needles Today screen

It would be nice if you didn't have to go into a case to add a checklist item when you are in the Checklist Summary or Needles Today screen. It would save time and keystrokes.

Created 05 May 17:18

Checklist

0
2 Vote

Cloud - filter checklist by multiple columns

When opening a case, selecting checklist, can filter by status or due date but would like to filter by both.

Created 17 Apr 19:51

Checklist

0
2 Vote

Easier way to track Discovery

Maybe a Needles tab dedicated (not user defined) to track discovery drafted, pounded, served, response due, dates good faith letter sent, and likewise for discovery propounded on our client, with integration directly into the Checklist. It would b...

Created 21 Feb 15:54

Checklist

2
2 Vote

Checklist Numbered in Needles Today

She sees the total nunber of items on Needles Today but she wanted to be able to see number before the case number to see how many she has that way as well.

Created 13 Feb 20:27

Checklist

0
2 Vote

Block the ability to change checklist items to other staff

If you remove the ability for staff to modify the checklst, this includes modifications to their own checklist items such as status. This permission should block the ability to modify everything except for the status. That way changes are not made...

Created 07 Oct 15:10

Checklist

0
2 Vote

Checklist

When a checklist item with a document comes up, the document should be automated. You have 5 checklist items that require documents. Would you like Needles to print.

Created 23 Sep 14:02

Checklist

0