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Ideas & Enhancements



Showing 85 of 1811

PLEASE Add the Reminder feature to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest about 1 month ago in Checklist 1

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest 9 months ago in Checklist 14

Comment/Note on Checklist Items

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 ...
Guest almost 2 years ago in Checklist 10

Make entire Checklist item in Color, not just the code

Please have the entire checklist item colored, not the code, as it was in Needles. This isn't visible enough.
Guest 10 months ago in Checklist 0

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
Guest about 2 years ago in Checklist 0 In Development

Open Checklist Summary

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
Guest 6 months ago in Checklist 0

Group Checklist Summary by Client

On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...
Guest 2 months ago in Checklist 0

Add a printer friendly option to print primary checklist

Would like to print out the primary checklist in tree view so that we can share it with our team and discuss what might need to be added
Guest over 1 year ago in Checklist 1

Neos - Automatically Update Checklist Status from Blank to Open

Whenever you have a checklist item to a primary checklist that doesn't have a due date, the status of the item is considered: Blank; however, whenever you set the date to a checklist item the item remains as status: Blank. It would be best to chan...
Guest almost 2 years ago in Checklist 0

Dashboards and reports cannot pull multiple checklist statuses.

Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...
Guest over 1 year ago in Checklist 4