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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 over 2 years ago in Case Management / Checklist 2 Planned

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 about 3 years ago in Case Management / Checklist 0 Future consideration

Ability to Restore Deleted Checklists from Case

Idea: I have had a few instances where a checklist has been accidently deleted from a case, it would be nice if there was a way to add that deleted checklist back to the case. For example, on one of my cases I accidentally deleted the checklis...
Guest about 3 years ago in Case Management / Checklist 2 Not being considered

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 5 months ago in Case Management / Checklist 0 Future consideration

Create a Dashboard from a Checklist

It would be great if we could create a Dashboard from a Created checklist
Guest about 1 year ago in Case Management / Checklist 3 Future consideration

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 25 days ago in Case Management / Checklist 0 Gathering interest

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 about 1 year ago in Case Management / Checklist 1 Planned

Checklist Tasks as Column Headings

I would like to be able to view a specific checklist, ie Death certificate tracking, with the tasks as column headings and the cases as rows. Or a report that allows me to choose the checklist and then select the tasks as column headings and the c...
Guest about 1 year ago in Case Management / Checklist 0 Future consideration

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 7 months ago in Case Management / Checklist 0 Future consideration

Comparing completion of tasks in one space

Is there a way to create a dashboard or report that would allow us to see all of the tasks per case In one spot? For example: Vital Info is complete Additional Info is required DC composed by funeral director DC sent to doctor for signature Signed...
Dione DeMitro 9 months ago in Case Management / Checklist 0 Planned