In "details" of a checklist item there should be a text box (labeled "comments" or "notes") where people can add details, updates, notes, etc. about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run on task names that can be difficult to read. Adding a text box under details would solve this issue and allow people to communicate about checklist items more clearly.
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All the fields should be made available.
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I need this in my life! It's really a pain having to put a separate note in the Note section for someone to be able to follow up a checklist. It doesn't make sense. Please!!!!
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All the fields in the checklist should be available when adding a checklist item at the case level.
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Absolutely! You should be able to put notes as to the progress of the task. For example, if it is to schedule a deposition, you should be able to put notes about what has happened...like "Sent email to opposing counsel asking for dates on ____ date."
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Love this idea!
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I concur! The current setup is not sustainable for really complex cases. We need a separate box to give instructions to the individual tasked.
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