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Ideas & Enhancements


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Comment/Note on Checklist Items

In "details" of a checklist item there should be a text box (labeled "comments" or "notes") where people can add details, updates, notes, etc. about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run ...
Guest about 3 years ago in Checklist 11 Shipped

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
Guest over 3 years ago in Checklist 2 Shipped

Cloud: Add a different color for 'done' checklist items

when you mark checklist item things as done - they turn a very light green - it is very hard to look at the list & see the green completed checkmarks because they are so light & very similar to the light gray incomplete checkmarks. Can you...
Guest about 4 years ago in Checklist 1 Shipped

Auxiliary Checklists - Do not Repopulate all checklist items based on changed case dates

If checklist items in an auxiliary checklist are dependent on a case date, they should not populate as new items whenever the date is changed. Instead, the existing open items tied to that case date should be updated to the new date, and any items...
Guest about 3 years ago in Checklist 1 Shipped