Ideas & Enhancements

Neos - Checklists with Documents should not automatically populate the documents when marked Done

A repeating checklist item that contains a merge template, for example, should not be generated each time the checklist is marked done and reset. It is unnecessary and creates duplicative templates. Instead, the user should decide whether they want that template merged.

  • Guest
  • Oct 4 2023
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  • Guest commented
    11 Sep 16:35

    Yes to bulk selection to mark tasks on the check list off.

  • Guest commented
    December 20, 2023 15:24

    If we could get back the plus sign to tell Neos when to generate a document for that specific checklist item, that would be more helpful than it auto-generating when marking a checklist item as done. We didn't like that when you mark a checklist item done that it would automatically pop up with the doc. Typically, when I am marking a checklist item as done, it is because I have already generated the document.

  • Guest commented
    October 31, 2023 21:14

    If I've marked off "Send LOR," I do not need Neos to autogenerate the document. I already sent it.