Ideas & Enhancements
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Checklist

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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 about 3 years ago in Checklist 0

NEOS - Differentiating items from an aux checklist

The ability to tell the difference between the items on a checklist that were added from an auxiliary checklist. Possibly by a column or color coding?
Guest about 3 years ago in Checklist 0

Outlook add-in sort or search topic/type/category

For auxiliary checklists the ability to reference a LIM date for a checklist item would be useful because Statutes can be different per case type and different depending on what state the incident occurred. Auxiliary checklists are not tied to a s...
Guest about 3 years ago in Checklist 0

When an item is marked as done and/or NA, the item should drop to the bottom of list, not remain in active listing .

No description provided
Guest about 3 years ago in Checklist 0

NEOS - Checklist Details to open ONLY when button is selected

The Checklist Item details menu will open any time you click on a checklist item which tends to get into the way. The user would like for the details window to only open when the "Details" button is selected.
Guest about 3 years ago in Checklist 0

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 about 3 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 about 3 years ago in Checklist 0

Neos - Automatically Update Checklist Status from Blank to Open

Whenever you have a checklist item to a primary checklist that doesn't have a due date, the status of the item is considered: Blank; however, whenever you set the date to a checklist item the item remains as status: Blank. It would be best to chan...
Guest over 3 years ago in Checklist 2

NEOS - Add the ability to edit Checklist item instructions from details view

Whenever you add a checklist item from the primary checklist to the current checklist the system should allow users to edit/add instructions of that instance of the checklist item inside of the details pane. Typically, you'd have to write a check...
Guest over 3 years ago in Checklist 0

Neos -Allow the option to set MAN ref items to not be set to the earliest date when sorting by due date in checklists

When sorting items by Due Date in a case checklist, if items do not have a date set yet, they appear at the top as the earliest date, which clutters the checklist for users. Would like an option to hide or move items which the due date is not yet ...
Guest over 3 years ago in Checklist 0