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Status Shipped
Workspace Case Management
Categories Checklist
Created by Guest
Created on Jan 6, 2022

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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-939 Reporting on Checklist Tasks.

Create a Dashboard from a Checklist Merged

It would be great if we could create a Dashboard from a Created checklist

  • Holly Stammis
    Reply
    |     Apr 29, 2022

    Even a way to filter to see if there are checklists with incomplete tasks. I would love to glance at a dashboard that has just the people I need to follow up with re: headstones, or just death certificates that need to be finished, or whatever.

  • Erin Merriott
    Reply
    |     Jan 10, 2022

    I have also had requests for the ability to check off tasks across multiple cases instead of having to enter each case individually.

  • Erin Merriott
    Reply
    |     Jan 10, 2022

    I have had multiple requests for this and/or a checklist widget.

2 MERGED

Increase director productivity and ease of use with quick icons reference on dashboard and open a checklist window on main page.

Merged
This allows directors to look at the dashboard and know what needs to be done instead of trying to remember which case needs to be worked on.
Guest almost 2 years ago in Case Management / Checklist 0 Shipped