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Checklists populating based on Stage/Status

when in an intake, it would be very beneficial to be able to customize the checklists based on the Stage/Status
Guest 10 months ago in Checklist 0

Checklist task name should be color coded

Currently the checklist code is the only column display the color configured under primary checklist settings. It would great if the task name could also be configured with this color so we can easily identify items using color
Guest over 1 year ago in Checklist 0

Viewable Checklist Instructions

Be able to see the instructions from the checklist screen without having to open up the details.
Guest 11 months ago in Checklist 1

Search When Adding Items to Checklist

When adding items to a case checklist, you have to scroll through a list. It would be nice to be able to use a search box to find a specific checklist code.
Guest over 2 years ago in Checklist 0

Cloud: add the function of bulk selecting checklist items & then delete

currently have to click one checklist at a time to mark it as done, then refresh the checklist to update which is time consuming. It would make it easier to select multiple items at one time and confirm changes.
Guest over 2 years ago in Checklist 2

NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports

We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.
Guest almost 2 years ago in Checklist 0

NEOS - Checklist Summary Dates Interaction

Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...
Guest about 2 years ago in Checklist 0

Neos Checklist multiselect notes and mark done

Please add the ability to select several checklist items at once and mark done, even if they have child items attached. If you are working on several cases there are many instances where you want to select several items to make done. Currently if ...
Guest about 2 years ago in Checklist 1

Neos - Checklist Summary Button - Should be exportable to PDF

The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)
Guest about 2 years ago in Checklist 0

Drop Down Document from Checklist "To-do" option or Task Option

It would be easier if we had an option for a To do task: to generate a merge document, drop down option, of the variety of letters that we have for Non-Rep created as templates in NEOS.
Guest 9 months ago in Checklist 0