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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 over 2 years ago in Checklist 0

Checklist Numbered in Needles Today

She sees the total nunber of items on Needles Today but she wanted to be able to see number before the case number to see how many she has that way as well.
Guest over 2 years ago in Checklist 0

Allow Child Checklist Item To Have Multiple Parents

This would allow the checklist to act more like a flowchart.
Guest over 2 years ago in Checklist 0

Have a column on the checklist to display staff position

The ability to see what staff position each user is in would be highly beneficial to break up job functions
Guest over 1 year ago in Checklist 0

Deactivating checklist in cases

It would be useful if we could deactivate checklist in specific cases instead of in the case type
Guest over 1 year ago in Checklist 0

NEOS - Differentiating items from an aux checklist

The ability to tell the difference between the items on a checklist that were added from an auxiliary checklist. Possibly by a column or color coding?
Guest over 1 year ago in Checklist 0

Outlook add-in sort or search topic/type/category

For auxiliary checklists the ability to reference a LIM date for a checklist item would be useful because Statutes can be different per case type and different depending on what state the incident occurred. Auxiliary checklists are not tied to a s...
Guest over 1 year ago in Checklist 0

Ability to notify people or groups when a checklist item is completed

Needles should have the ability to notify specific staff or groups when a checklist item is completed. This would make it easier to for staff to monitor and track the progression of cases
Guest almost 3 years ago in Checklist 0

NEOS - Checklist Details to open ONLY when button is selected

The Checklist Item details menu will open any time you click on a checklist item which tends to get into the way. The user would like for the details window to only open when the "Details" button is selected.
Guest over 1 year ago in Checklist 0

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 about 3 years ago in Checklist 1