Calendar & Tasks
80 results found
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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 -
Calendar View
When logos utilize the start and end date option that's listed under "creating a contact./job". In doing so it creates a long line throughout their calendar daily and they aren't able to see the days on the calendar. They would like to be able to see the days and have it be more easier to read. Right now it's jumbled and looks confusing to view when you have multiple contacts/jobs listed.
3 votes -
calendar task
when I'm in calendar view, and I click on the "task" that is scheduled, I have to scroll to the top of the screen to find the pop-up window that opens up. It would be great to not have to do that. Just have it to the side when I click on it.
3 votes -
freeze top portion of calendar
Freeze the top portion of the calendar so you can still see the month and other controls without having to scroll back up to the top.
3 votes -
Sales Reps can View Calendar without Job Access
allow my salesmen to view the entire calendar without having access to everyone’s jobs
3 votes -
Items in my Cale
Items in your personal calendar, outside of JN should not auto create themselves as tasks in JN. Any item I list in my Calander like "Doctors Appt" should not pop up as a task I than need to complete.
2 votes -
View financials on Calendar. Display options on calendar similar to boards
I would like to view my financials on the calendar. I have a certain sales goal I try to schedule for each day and it would be helpful to see it on the calendar. Right now I have a job scheduled board where the job cards display the latest financials (estimate and invoice) but it’s difficult to switch back and forth when I’m trying to schedule jobs.
2 votes -
Contact Start Date - Visible on Calendar
The contact date now shows up on project tiles on Nimbus Boards which is great. However, we aren't able to use this feature as our way of project scheduling because this field doesn't show up on calendar. Don't want to have to duplicate entry of entering start date on contact's page and create an install task just so I can see it on Boards and Calendar.
It seems that Contact's start/end date is intuitive that this is the project scheduled date so we don't want to create a task for it, but rather have that contact's start/end date be the…
2 votes -
WO display name on calendar
Be able to change what the work order displays on the WO on the calendar
2 votes -
Display Work Order Notes on Calendar
wants to add notes to a work order and for them to display on calendar
2 votes -
Increase Calendar Task Size Displayed on Calendar
I am wanting to increase the size of the boxes shown in the calendar for each task. So I can see all the necessary info for the task.
2 votes -
Calendar Select/Deselect
When you select Tasks, Jobs, Contacts, Work Orders, and Material Orders on the side bar it automatically selects all of the items that you set up in your settings.
The problem is that you have to un-select all of the ones that you are not interested in seeing in your calendars which in most cases is a lot in the small window. If you could just select Tasks, Jobs, Contacts, Work Orders, and Material Orders and select only the ones that you set up in settings and it didn't automatically select all would be real useful. With still having the…2 votes -
Custom date
Be able to add custom date field to jobs and have the option for the date to appear on the calendar or not
1 vote -
Allow the monthly calendar view to not show weekends
Currently in the profile settings you can enable a check box to not show weekends. This only applies to the calendar when you are viewing it as weekly. If you switch to monthly it still shows weekends. Is there a way to allow that functionality with week view for calendar also to carry over to the monthly view?
1 vote -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…0 votes -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…1 vote -
Ical has no security
The Ical is public which means if someone has the link it can be viewed without logging in. It would be optimal to have the security option to make it private to secure the account.
1 vote -
Color Code Work Order Statuses for Production Scheduling
We want to start using the Work Order statuses and boards, but are struggling to manage them from the calendar. We would like to have an option to color code them by their type and their status.
1 vote
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