Ideas & Enhancements

Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!

  • Guest
  • Oct 6 2023
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    • Guest commented
      July 15, 2024 21:25

      Make the plus sign the way you can generate a document for that task like it was in Needles. OR offer the option to view the status column and don't link that to the auto generating. Offer us a way to not have to generate docs when marking a checklist item done. The admin at minimum should be able to turn this feature off for the firm.

    • Guest commented
      January 24, 2024 18:24

      This is editable in the checklists themselves. Have your admins adjust.

      HOWEVER, the suggestion to have it be user-input directed makes a lot of sense, as it allows for different use-cases across teams.

    • Guest commented
      November 21, 2023 18:18

      Yes, take this away . This feature slows us down and is not very helpful.

    • Guest commented
      November 20, 2023 20:31

      Yes, please

    • Guest commented
      November 17, 2023 20:01

      At the very least, provide the prompt "Do you want to generate the document?" and have Neos behave based on the user's answer so the user can proceed accordingly.