đź’ˇ Share your Ideas!
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 case, so you couldn't rebuild it manually for just one case. Currently you can only add new tasks to existing checklists within a case. You would have to go into the back end, rebuild a new checklist to have it show up, and then delete the old checklist version. I'm not sure if by deleting/unpublishing the old version we lose any information, but if you don't then you end up with 2 versions of the checklist you were working on in all cases.
We need the ability to restore a deleted checklist or the ability to create a new checklist manually within a case.
Context: One of our customers accidentally deleted a Direct Cremation checklist within a case. This happens pretty often unfortunately.
Adding a checklist to existing cases would be extremely helpful. For example we have to schedule winter burial for the springtime, this is not frequent and we would not want to have a spring burial list on every case, but if you could add a checklist for different scenarios to be able to group all the activities together that would be very useful.
Yeah!! What she said!! Permissions are must. :)
Also, we need to set permissions around who can and cannot delete a checklist from a case.