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 ...
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).
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...
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...
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