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Allow checklist items to use checkboxes/specific field responses from tabs as reference objects

I would like to be able to set a checklist item to only appear once a checkbox on a user tab has been checked, rather than only being able to use case dates and other checklist items as reference objects.
Guest almost 2 years ago in Checklist 1

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 almost 2 years ago in Checklist 0

Checklist Date

Ability to copy and paste a date from one checklist item to another.
Guest almost 2 years ago in Checklist 0

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest almost 2 years ago in Checklist 14

Make entire Checklist item in Color, not just the code

Please have the entire checklist item colored, not the code, as it was in Needles. This isn't visible enough.
Guest about 2 years ago in Checklist 0

Drop Down Document from Checklist "To-do" option or Task Option

It would be easier if we had an option for a To do task: to generate a merge document, drop down option, of the variety of letters that we have for Non-Rep created as templates in NEOS.
Guest about 2 years ago in Checklist 0

Checklist Summary - Trailing Time Frame

When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.
Guest about 2 years ago in Checklist 0

Neos - Sending Checklist Dates to Outlook Calendar

Users would find it useful to be able to send the checklist dates that appear in the Neos Global Calendar to their Outlook Calendar.
Guest about 2 years ago in Calendar / Checklist 1

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 about 2 years ago in Checklist 1