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Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Guest over 1 year ago in Checklist 0

Additional Option for Changing Case Type Regarding the Checklist

We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...
Guest almost 2 years ago in Checklist 0

Checklist Pop out - show description on two lines to see more text

The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
Guest almost 2 years ago in Checklist 0

Ability to close multiple checklist items

I think it would be a great addition if we could select multiple tasks on Needles today to mark done
Guest over 4 years ago in Checklist 0

Checklist dates to be displayed on Needles Calendar

The firm wanted the checklist items/dates to be displayed on the needles calendar.
Guest over 4 years ago in Checklist 0

Cloud - Edit Checklist Description from Needles Today

In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.
Guest almost 4 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 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

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