Ideas & Enhancements

Ability to create a TODO item from a case note

Ability to create a TO-DO or F/UP directly from a case note instead to having to navigate to checklist, add and then type

  • Guest
  • Jul 3 2023
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  • Guest commented
    23 Sep 14:39

    Yes Please. Also, it would be great if your development team would really look at the Ideas & Enhancement. There are so many helpful suggestions that never get addressed and it would help our workflows if took the time to address more than just one or two on each release.

  • Guest commented
    12 Jan 17:42

    Also, ability to add a checklist item at the Doc tab. Include "add checklist item" along with the other options in the Bulk Action tab or the kebab menu icon (Open, Email, Download, etc.)

  • Guest commented
    August 01, 2023 17:03

    This would also be easier than what we've been doing in Neos by sending messages. It would be so much easier to create the TO DO or F/Up