Ideas & Enhancements
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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 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 3 years 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 3 years 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 over 3 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 almost 4 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 about 4 years ago in Checklist 0

Add Auxillary Checklist

There really should be an option to disable the Staff Roles and Case Date References Warning [pop up boxes] when you add an auxiliary checklist. It insults the intelligence of the people who know what they’re doing when you force it on the user EV...
Guest over 4 years ago in Checklist 0

Case Checklist and Auxillary Checklist

You used to be able to see which Auxiliary Checklists were attached to a case in Needles 5, which was useful to have at a glance. Some update has hidden the non-litigation checklists.
Guest over 4 years ago in Checklist 0

Postpone checklist items

Should have the ability to delay a checklist item from loading onto the checklist. For example if I wanted a checklist item to populate 30 days after the COD.
Guest over 4 years ago in Checklist 0

Needles Today Checklist Should have a Staff 1 Column Option

Firm would like to have Staff 1 as an column chooser option on their Needles Today checklist
Guest over 4 years ago in Checklist 0