Ideas & Enhancements

Needles checklist items integrate with or import to the Tasks by Planner and ToDo in Microsoft Teams

Microsoft Teams' Tasks by Planner and To Do has an impressive ability for tracking the progress of tasks and for following up on overdue tasks assigned as well as sorting/reassigning priority among tasks. Having Neos automatically send checklist items to a shared planner would be great.

  • Guest
  • Feb 7 2023
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  • Guest commented
    June 07, 2023 17:29

    law firms work as teams and must be able to assign tasks to more than one person using the highly functional tracking ability and communication features built into Teams Chat is essential to success

  • Guest commented
    June 07, 2023 15:15

    An intergration between NEOS checklist and Microsoft Planner would be extremely beneficial.

  • Guest commented
    June 07, 2023 14:55

    We need to do this - would be very helpful!!

  • Guest commented
    February 13, 2023 19:32

    Our firm would benefit from this feature a lot. We love the Planner Tasks ability to link to a task so you can put that url in an event or reference it in a message to other staff. We also love the automatic email notifications when comments are made on Planner Tasks.