Ideas & Enhancements

Ability to add multiple staff to a checklist reminder

There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed.

We often have teams that work on a case and having only one user get the reminders is not ideal. If that user leaves or is out, they need to be able to take over for them to keep up with deadlines.

  • Guest
  • Apr 11 2023
  • Attach files
  • Guest commented
    17 May 01:51pm

    This would be very helpful. Adding onto this, it would be most helpful if a case checklist item was able to be assigned to a group or a distinct staff that isn't associated with an assigned staff position on the Case Tab. That would allow teams to more effectively utilize the checklist to drive work performed by "pods" or teams.