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Ideas & Enhancements



Showing 60 of 1614

Increase character limit of description/Change error thrown

Current character limit is at 255 for the case checklist description. If you hit the limit and try to continue saving, a data conflict error will be thrown. This can be confusing as it is not specific, the error should say that the character limit...
Guest about 3 years ago in Checklist 0

Add Ability to Calendar Only Business Days in the Checklist

Firm would like the ability to only have business days as options for setting checklist item dates
Guest about 3 years ago in Checklist 0

NEOS - Add the ability to edit Checklist item instructions from details view

Whenever you add a checklist item from the primary checklist to the current checklist the system should allow users to edit/add instructions of that instance of the checklist item inside of the details pane. Typically, you'd have to write a check...
Guest over 1 year ago in Checklist 0

Neos -Allow the option to set MAN ref items to not be set to the earliest date when sorting by due date in checklists

When sorting items by Due Date in a case checklist, if items do not have a date set yet, they appear at the top as the earliest date, which clutters the checklist for users. Would like an option to hide or move items which the due date is not yet ...
Guest over 1 year ago in Checklist 0

Multi-select checklist items

Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...
Guest over 3 years ago in Checklist 0

Adding new Primary Checklist Items should be available on top of list

When adding new Primary Checklist Items, you currently have to scroll down below the Active items. This is difficult to have to scroll down if there's a lengthy checklist just to add a new parent and would be better if it was available at the top ...
Guest over 1 year ago in Checklist 0

Neos - Provided pop-up notice when LIM item is already marked Done, but Case Date/DOI it references is modified/added

If a case date is entered and the LIM items are marked done; it will create a duplicate of the LIM item and mark it open. This happens when adding or modifying Case Date/DOI. In Needles 5.0, when a DOI/Case Date is modified or added, there is a po...
Guest over 1 year ago in Checklist 1

Set the status column as a default on checklists for Neos

When opening a checklist item, the status column is not displayed by default. This leads to possibilities where new users who have not set the status column to be visible will not notice items might have no status entered, leading to disorganized ...
Guest almost 2 years ago in Checklist 0

Cloud: Allow users to save their checklist modifications

After users modify the checklist, it returns to the original settings after they go to a different screen.
Guest over 2 years ago in Checklist 0

Creating New Checklist item - Add Auto-fill

Most of our checklist items are MIS, and Needles currently requires me to scroll down to MIS. Then when I’ve entered MIS, I have to scroll down to locate the new checklist item to complete it. The desktop version of needles operates this way and i...
Guest over 2 years ago in Checklist 0