Ideas & Enhancements

NEOS: Checklist items without a ref (MAN) and no due date should be applied with OPEN status instead of BLANK

Currently, Checklist items without a ref (MAN) are set without a due date and with a blank status. Our firm's users tend to filter the checklist by open items which filters out the blank status that these items get added with. Our firm has some checklist items that get a date added later or don't have a consistent date. We consider items without a due date to still be open items.

  • Guest
  • Jun 3 2021
  • Attach files
      Drop here to upload
    • Guest commented
      April 26, 2023 17:32

      please bring this feature soon