Ideas & Enhancements
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Checklist

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Bulk Update Repeating Days on Checklist Items

Adding a bulk update for repeating dates in checklist items would allow for easier editing of primary checklists
Guest almost 2 years ago in Checklist 0

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 about 2 years ago in Checklist 1

Checklist Date

Ability to copy and paste a date from one checklist item to another.
Guest about 2 years 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 about 3 years ago in Checklist 0

When an item is marked as done and/or NA, the item should drop to the bottom of list, not remain in active listing .

No description provided
Guest about 3 years ago in Checklist 0

NEOS - Checklist Summary Dates Interaction

Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...
Guest over 3 years ago in Checklist 0

Neos - Checklist Summary Button - Should be exportable to PDF

The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)
Guest over 3 years ago in Checklist 0

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

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