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.
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.
YES PLEASE EDITING ANYTHING ON THAT CHECKLIST IS AN ABSOLUTE NIGHTMARE
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).
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).
YES PLEASE!!!!
All the fields should be made available.
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!!!!
All the fields in the checklist should be available when adding a checklist item at the case level.
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."
Love this idea!
I concur! The current setup is not sustainable for really complex cases. We need a separate box to give instructions to the individual tasked.