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Checklist

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Checklist customization

I have asked for the ability to customize our checklists instead Passare is working checklists on improving checklists on another platform and the main one could be improved. It is not important for us to see our beautiful logo on all in-house doc...
Elizabeth Reed about 1 month ago in Case Management / Checklist 1 Gathering interest

Adding filter options for Case Checklist Reporting in User Report

There is currently not a way to filter a daily checklist report by completed or not completed tasks, it pulls the entire checklist when funeral homes have asked to see just what has not been completed
Chloe Jonas about 2 months ago in Case Management / Checklist 1 Future consideration

Checklist autosave

It would be helpful if the checklist boxes would autosave whenever the person who is inputting the information stops moving the mouse (as it does in the planning center). I have went through various checklist steps and forgot to save, and it erase...
Trae Cody about 1 month ago in Case Management / Checklist 0 Gathering interest

Ability to delete multiple line items from a Case checklist

Not all checklist items are relevant to each case. The ability to delete multiple line items at one time would be very helpful!
Guest 9 months ago in Case Management / Checklist 0 Planned

Multi Select Items from Checklists

Allow multiple items to be selected for deletion from a checklist. Individual selection and confirmation seems like a needless waste of time.
John Glueckert about 1 year ago in Case Management / Checklist 0 Future consideration

Ability to Restore Deleted Checklists and Ability to Create a New Checklist within a Case

I see we have an older idea related to a portion of this idea that was marked as "will not implement". The comment suggests to have a list of the checklist items on your computer so you can rebuild. You cannot create a new checklist within the cas...
Erin Merriott about 3 years ago in Case Management / Checklist 2 Planned

Veteran Checklist Setting

Users would like the option to trigger on a checklist by veteran yes/no field, like we currently can for CST/disposition.
Jessie Goggans about 1 year ago in Case Management / Checklist 0 Future consideration

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist...
Guest over 1 year ago in Case Management / Checklist 1 Planned

Death certificate tracking

it would be nice if there was an easier way of tracking status of a death certificate. I understand you could use checklist, but if there was a dashboard where you can see all your current cases and a specific dash board status. For example, in yo...
Matt Murphy 6 months ago in Case Management / Checklist 0 Future consideration

Dashboard Widget for Check Lists

Within the Dashboards page, I would like to be able to see a Check Lists widget. This will allow me to view the progress of certain tasks for all cases at a quick-glance, without having to run reports or check individual cases) (tab per check list...
Guest almost 4 years ago in Case Management / Checklist 0 Future consideration