Ideas & Enhancements

In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.

Have the ability to add multiple staff to checklist items. Things such as SOL be added to all assigned staffs checklist

The firm wanted the checklist items/dates to be displayed on the needles calendar.

Needles should have the ability to notify specific staff or groups when a checklist item is completed. This would make it easier to for staff to monitor and track the progression of cases

After users modify the checklist, it returns to the original settings after they go to a different screen.

It would be nice if you didn't have to go into a case to add a checklist item when you are in the Checklist Summary or Needles Today screen. It would save time and keystrokes.

Current character limit is at 255 for the case checklist description. If you hit the limit and try to continue saving, a data conflict error will be thrown. This can be confusing as it is not specific, the error should say that the character limit...

When opening a case, selecting checklist, can filter by status or due date but would like to filter by both.

Firm would like the ability to only have business days as options for setting checklist item dates

Users would like to be able to manually change the color of the header bar liek in 4.8