The My Checklist widget displays your Staff-assigned checklist items that have come due for all Cases. The Checklist grid behaves similarly to the Checklist Tab within a Case.
NOTE: You must have Modify permissions to Case > Checklist Tab to make changes to Checklist items on Neos Today.
The My Checklist grid includes the Case Name column. Hover over an item to display the Details button. Checklist changes can be made on the details pane or individually from the My Checklist widget.
NOTE: Checklist items of closed Cases and archived Intakes will not be displayed.
NOTE: Checklist items with a MAN (manual) Ref are defaulted to a Blank status and do not have a Due Date set. To see these manual reference items, change the checklist item Status and set the Due Date in the Case > Checklist Tab or Checklist Summary.
Click
to update the status of a Checklist item. Hover over the icon to see the current status. Checklist items from Open cases with an Open status are displayed in the My Checklist widget.Click a Case #/Intake # or Case Name to open the Case Tab. NOTE: If using a mobile device, double-tap the "Case Name" or "Case #/Intake #" clickable field to open.
Double-click the Task Name to change the description of the Checklist item in the linked Case. This can also be changed by clicking the Details button.
Only checklist items Assigned to the logged-in staff are displayed.
Checklist items with a Due Date of today or past due are displayed. To change the due date, click into the Due Date field or select the calendar icon to access Calendar popup.
Click
in the Doc # column to merge linked documents for a Checklist item. When a document is generated from a Checklist item, a notification icon 
will display.
The S/R (Single/Repeat) and Lim columns are not editable but can be changed in the Primary Checklist or Auxiliary Checklist from where the item was created. If an item is set to repeat after it is marked Done, the repeat icon will display.
When updates have been made, click 
to refresh all Checklist changes.
Double-click the Case #/Intake # or Party Name to display the Case Tab of that Case or the Intake Tab of that Intake as a new tab in Neos.
Select a Checklist item to display a detailed side pane of that item. Changes can be made to the Details section. If the Checklist item is linked to an Intake, the Intake Info will be listed. Click the arrow icon to view the Intake as a new tab in Neos.
If the Checklist item is linked to a Case, the Case Info will be listed. Click the arrow icon to view the Case Tab of that Case as a new tab in Neos.
Review Checklist for more details on the function of the Case Checklist.
