Ideas & Enhancements
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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 almost 4 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 almost 4 years ago in Checklist 0

Cloud - Edit Checklist Description from Needles Today

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.
Guest almost 4 years ago in Checklist 1

Cloud: Allow users to save their checklist modifications

After users modify the checklist, it returns to the original settings after they go to a different screen.
Guest almost 4 years ago in Checklist 0

Ability to add a checklist item from the Checklist Summary or Needles Today 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.
Guest almost 4 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 almost 4 years ago in Checklist 1

Cloud - filter checklist by multiple columns

When opening a case, selecting checklist, can filter by status or due date but would like to filter by both.
Guest about 4 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 about 4 years ago in Checklist 3

Creating New Checklist item - Add Auto-fill

Most of our checklist items are MIS, and Needles currently requires me to scroll down to MIS. Then when I’ve entered MIS, I have to scroll down to locate the new checklist item to complete it. The desktop version of needles operates this way and i...
Guest about 4 years ago in Checklist 0

Easier way to track Discovery

Maybe a Needles tab dedicated (not user defined) to track discovery drafted, pounded, served, response due, dates good faith letter sent, and likewise for discovery propounded on our client, with integration directly into the Checklist. It would b...
Guest about 4 years ago in Checklist 2