Ideas & Enhancements
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Checklist

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Allow Child Checklist Item To Have Multiple Parents

This would allow the checklist to act more like a flowchart.
Guest over 4 years ago in Checklist 0

Needles Today Checklist Summary

A wish list item for a new notification option: checklist items. It is often not efficient to be checking your checklist multiple times a day. A button that shows the number of checklist items due (that day or earlier) and a notification of new ch...
Guest over 4 years ago in Checklist 2

Link Insurance Tab Dates and Negotiation Tab Dates to the Checklist

Firm would like the ability to link their Insurance Tab Dates (like 'Actual') and Negation Tab dates to the checklist and have them trigger checklist items
Guest over 4 years ago in Checklist 1

Group Checklist Summary by Client

On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...
Guest over 1 year ago in 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 almost 2 years ago in Checklist 0

Additional Option for Changing Case Type Regarding the Checklist

We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...
Guest almost 2 years ago in Checklist 0

Checklist Pop out - show description on two lines to see more text

The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
Guest almost 2 years 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 about 2 years ago in Checklist 0

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 about 2 years 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 over 2 years ago in Checklist 1