Ideas & Enhancements

Comment/Note on Checklist Items

In "details" of a checklist item there should be a text box (labeled "comments" or "notes") where people can add details, updates, notes, etc. about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run on task names that can be difficult to read. Adding a text box under details would solve this issue and allow people to communicate about checklist items more clearly.

  • Guest
  • Mar 2 2021
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  • Guest commented
    13 Feb, 2023 07:58pm

    Our firm currently has to make use of Microsoft Planner/Tasks for tasks requiring collaboration, because the Neos checklist is too cumbersome for delegating tasks. As others here have noted, you cannot use a Neos checklist item and include updates on the task.

  • Guest commented
    22 Sep, 2022 12:32pm

    YES PLEASE EDITING ANYTHING ON THAT CHECKLIST IS AN ABSOLUTE NIGHTMARE

  • Guest commented
    19 May, 2022 06:14pm

    PLEASE!!!!! The unability to easily edit checklist lines and TAB between fields is the worst change between Needles and Neos (of which there are MANY).

  • Guest commented
    26 Jan, 2022 02:33pm

    PLEASE!!!!! The unability to easily edit checklist lines and TAB between fields is the worst change between Needles and Neos (of which there are MANY).

  • Guest commented
    30 Sep, 2021 07:19pm

    YES PLEASE!!!!

  • Guest commented
    6 Jul, 2021 09:53pm

    All the fields should be made available.

  • Guest commented
    6 Jul, 2021 09:52pm

    I need this in my life! It's really a pain having to put a separate note in the Note section for someone to be able to follow up a checklist. It doesn't make sense. Please!!!!

  • Guest commented
    6 Jul, 2021 05:40pm

    All the fields in the checklist should be available when adding a checklist item at the case level.

  • Guest commented
    15 Mar, 2021 03:05pm

    Absolutely! You should be able to put notes as to the progress of the task. For example, if it is to schedule a deposition, you should be able to put notes about what has happened...like "Sent email to opposing counsel asking for dates on ____ date."

  • Guest commented
    3 Mar, 2021 12:45pm

    Love this idea!


  • Guest commented
    2 Mar, 2021 08:31pm

    I concur! The current setup is not sustainable for really complex cases. We need a separate box to give instructions to the individual tasked.