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Ideas & Enhancements



Showing 85 of 1775

Ability to close multiple checklist items

I think it would be a great addition if we could select multiple tasks on Needles today to mark done
Guest about 3 years ago in Checklist 0

Neos: Checklist Summary Group by Column

Since the today screen checklist is so small as to be unusable, I use the checklist summary tab. Would be nice to be able to group by column header, rather than just sort.
Guest over 2 years ago in Checklist 0

Cloud - Add viewable rows to Checklist on Needles Today

The section for My Checklist should be expanded to allow users to view more than a few items.
Guest over 2 years ago in Checklist 0

Neos - Highlighting Searched Words/Terms/Phrases

Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...
Guest over 1 year ago in Checklist / Search 0

Ability to add multiple staff to one checklist item

Have the ability to add multiple staff to checklist items. Things such as SOL be added to all assigned staffs checklist
Guest over 3 years ago in Checklist 0

Ability to "Stay" a case and suspend or pause the Checklist

We have a large batch of cases that are currently stayed pending the resolution of a collateral issue, but checklist items are still appearing in the Needles Today tab, which can become a bit overwhelming. Right now, as far as I know, the only way...
Guest over 2 years ago in Checklist 1

Be Able to Change the Header Color

Users would like to be able to manually change the color of the header bar liek in 4.8
Guest over 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 almost 2 years ago in Checklist 0

Drafting document from Checklist should prompt correct document type

When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...
Guest 11 months ago in Checklist / Document Generation 0

New checklist items are created with "Status: Blank" and summary can't filter them with other statuses

User has a hard time trying to filter for checklists, because only Blank, Open, Done, Open/Done filter options are available for Status. The user needs an all-inclusive Status filter that includes All (Open, Done and Blank) Alternatively, the user...
Guest about 2 years ago in Checklist 1 Planning to Implement