Calendar & Tasks
75 results found
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athomas@pfeiferroofing.com
Calendar: Map:
We need to have the ability to view the map and filter it by Job Type, Job Status, Contract Signed Date, & Salesperson.
This would allow us to know where we are doing well, where we are not doing well, who is doing well in certain areas, what services are more successful, and where to spend marketing dollars.
5 votes -
Calendar Access
Limit access for a team member to look at other team members calendars. Currently any team member can view others no matter what kind of access they have.
5 votes -
Make Calendar view adjustable.
How about making calendar view adjustable? You know, so you can see the whole month without scrolling? Right now each week is super huge, one size fits all-sort of deal. Or perhaps being able to scroll through months instead of just to the top/bottom of individual months? That would be pretty cool.
5 votes -
Calendar Permissions
I would like to be able to give my team members permissions to be able to view each other's calendars and tasks without their being able to see each other's jobs and contacts.
5 votes -
Schedule Work Orders Directly from Calendar
Would love to be able to Schedule Work Orders Directly from Calendar
4 votes -
Tasks on Calendar
It would be great if when tasks are created, either individually or through automation, they could be selected whether to show on the calendar view or not. Many tasks that we like to have are more so a check list and reminders, not appointments or day-specific, so they greatly clog up the calendar view and distract from actual calendar items like appointments. While we can filter them out within JobNimbus, when using Google Calendar or others, this isn't possible.
4 votes -
View Calendar on Home
I would like to be able to view the calendar tasks by week on my home page with my other reports.
4 votes -
Private Calendar Settings
There needs to be an option to mark certain events as private. Personal events, sensitive conversations (HR), etc. Right now, everyone can see EVERYTHING.
4 votes -
Separate calendar entries from tasks
Want to the ability to schedule meetings, job events and recurring appointments separate from tasks. When creating a meeting in Google calendar and using the syn function, it will automatically setup hundreds of task unless you make the task type Meeting as the default. It is then difficult to create automation for tasks because users overlook changing the task type. It would be beneficial to treat the calendar like a calendar and allow for recurring meetings, conflict notification, calendar sharing etc.
4 votes -
all day events that dont take up time slot space
All-Day events that dont take up time slot space in a WEEK view. I will have installations and inspections that have no specific time slot, it would be nice to see them in an all-day area like calendars typically show.
4 votes -
Improve Monthly Calendar View
The view of my monthly calendar currently is elongating the days, so much so, that I can only see one week at a time. I need to scroll up or down to see another week. I discovered this is happening because one or two days have a bunch of tasks, so on the monthly version it makes all the days super long,
It would be nicer to have something like "+12 more" so i could then click on a specific day rather than needing to have every day be super long.
4 votes -
Year calendar view
We want the ability to do a year view on our calendar.
4 votes -
Calendar display
My calendar currently displays at a set height for the week/day, regardless of the number of tasks displayed. I have to scroll down to the bottom of the screen to access the "Today" and "Show Options" buttons. Can you either move these buttons to the top of the screen, or maximize the screen view by making the height of the week/day fit what is displayed?
4 votes -
Change Calendar Layout
I would like to change the calendar layout since it is just more familiar to have Sunday-Saturday instead of Monday-Sunday.
4 votes -
Options for Printing Calendars
User would like to be able to select a calendar date range and export it to a PDF or print.
Currently when downloading the PDF, it only shows the calendar. Nowhere does it indicate the month or year.
4 votes -
the ability to search the calendar by Customer Job name or Name of Task
the ability to search with a Spyglass in the calendar by Customer Job name or Name of Task. So when a call comes in we can search the calendar and see when the job was scheduled.
3 votes -
Filter / Searchable Calendar
It would be beneficial to have a searchable calendar. We manage numerous jobs, each often involving multiple trades. Being able to filter the calendar by job name would allow us to view the entire timeline of a job from start to finish, instead of seeing every single item assigned to the subcontractors or crews, or having to look under Tasks as a list.
3 votes -
Calendars specific to Sales Only, Service Only, Production Only.
The ability for people to turn off what they don't want to see has value, but for those who need to see everything, it would be easier if Sales, Service and Production had their own dedicated calendars,
3 votes -
Filter Tasks that are Synced with Google Calendar
We don't need every type of task synced with our calendar... just appointments. Currently, there is no way to filter the sync so that we can clearly see just the tasks we want to see on our Google Calendar.
3 votes -
Disable drag option on calendar
I would like an option to disable the "drag and drop" feature with the calendar. Sometimes tasks get moved inadvertently this way and it messes everything up.
3 votes
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