Ideas & Enhancements

120 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
52 Vote

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...

Created 27 Oct 16:05

Checklist

4
41 Vote

Bulk Checklist Update

ability to select multiple codes at once and update them or delete them through bulk actions

Created 23 Jun 22:46

Checklist

7
44 Vote

Neos - Automatically Update Checklist Status from Blank to Open

Whenever you have a checklist item to a primary checklist that doesn't have a due date, the status of the item is considered: Blank; however, whenever you set the date to a checklist item the item remains as status: Blank. It would be best to chan...

Created 08 Jan 20:58

Checklist

2
28 Vote

Ability to remove an Auxiliary checklist from a case (especially a LIT checklist)

I think it would be very helpful to have the ability to remove a checklist from a case. On the case header, you can see all of the "litigation titles" aka auxiliary checklists. Once added, you DO NOT have the ability to remove the header informati...

Created 27 Jan 22:10

Checklist

0
23 Vote

Add a printer friendly option to print primary checklist

Would like to print out the primary checklist in tree view so that we can share it with our team and discuss what might need to be added

Created 28 Jul 19:05

Checklist

2
16 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
16 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
18 Vote

Much Needed Changes to the Neos Checklist

Change it so that the checklist automatically refreshes. Having to click the refresh button every time a change is made is a pain. Being able to do this with a key stroke, ctrl-s in Needles, is much easier. When the checklist is refreshed, have it...

Created 21 Jul 15:10

Checklist

2
15 Vote

Ability to add Automation to Primary Checklist at Case Type Level, instead of on a case-by-case basis.

For instance, automation would be when a checklist item is marked done it triggers another checklist item to generate and email a document to the client. It might be beneficial to have the ability to apply that automation to the Primary Checklist ...

Created 13 Dec 20:57

Checklist

4