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Neos - Checklist Summary Should have a 'Default' Filters button

The Checklist Summary Report should ahve a 'Default' filters button that defaults to staff and today's date in case the staff member accidentally clicks the 'clear filters' button.
Guest about 2 years ago in Checklist 0

Ability to remove an Auxiliary checklist from a case (especially a LIT checklist)

I think it would be very helpful to have the ability to remove a checklist from a case. On the case header, you can see all of the "litigation titles" aka auxiliary checklists. Once added, you DO NOT have the ability to remove the header informati...
Guest almost 2 years ago in Checklist 0

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest 8 months ago in Checklist 0

Checklist Items Automatically Marked N/A once Case is Closed Out

The checklist items should automatically mark themselves as N/A or no longer be active once a case has been marked in CLO status and closed out.
Guest over 1 year ago in Checklist 0

Allow checklist items to use checkboxes/specific field responses from tabs as reference objects

I would like to be able to set a checklist item to only appear once a checkbox on a user tab has been checked, rather than only being able to use case dates and other checklist items as reference objects.
Guest 8 months ago in Checklist 0

checklist on main page

The checklist on main page doesn't have a "refresh" button. If changes are made to a checklist inside a case, there's no way to refresh your checklist?!
Guest 8 months ago in Checklist 0

Assign a Task to a Staff Member which creates a Checklist item with Follow Up

Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...
Guest 4 months ago in Checklist 0

Checklist sorting when marking items done

In Needles 4, when you save the change(s) to the status of a checklist item, the checklist window stays with the top of the list. In Needles 5, the checklist window scrolls to the item that was changed. If I mark a parent item Done, I want to make...
Guest over 3 years ago in Checklist 0

Neos - Sending Checklist Dates to Outlook Calendar

Users would find it useful to be able to send the checklist dates that appear in the Neos Global Calendar to their Outlook Calendar.
Guest 10 months ago in Calendar / Checklist 0

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Guest 5 months ago in Checklist 0