We would like to be able to add additional addresses to a task; such as an additional task field to manually input a task if the address is not associated with a specific contact.3 votes
When creating a time-based automation where a task is created X days after the initial trigger, there needs to be a way to ensure that the task will not land on a weekend. Example: if a task is created 3 days after a status change, and the status change happens on a Thursday, there should be a way to ensure the task will land on the following Monday instead of Sunday.1 vote
When assigning a task you have to manually start typing in the person's name that you want to assign. Other places in JN you can select a team member's name from a drop down list (ie salesman, assigning work orders, etc). Seems like a simple improvement considering the code is already written for other drop down lists within the software.1 vote
Allow us to customize the postpone options in the task action menu.1 vote
Would like to be able to include the contents of notes added to Tasks inside of my Templates; this would help with internal communication2 votes
Every morning I get an email with a list of my tasks to do but none of them have a date or time associated with them. They simply say due today or overdue.. It can't be that hard to add a date and time for these tasks that are/were all on my calendar. Without that I have to physically go into my calendar to see when they were due.5 votes
I want to add a field on a task so the address shows or a field where I can manually input that information.2 votes
I do not need to see what I have accomplished I need to see new tasks as they come in, sorting tasks newest to oldest would be a great help.10 votes
When one clicks on a task to mark it complete, it would be very useful if you would get a popup window with a Comments section, a Cancel button and an Accept button. It would be nice to collect final notes when closing the task and also provide the opportunity to cancel if you clicked the Completion checkbox by accident.3 votes
I think this would really simplify listings and reports. It would also make it easier in the calendar display to show subtasks listed under their parent tasks. For example:
System construction (Task)
Electrical construction (Task)
elec task1 (subtask)
elec task2 (subtask)17 votes
Long and short;
Not only allow Jobnimbus to create different task types, but also the ability for the task types automatically created to have information pre-populated and automatically have sub tasks in the task.
Task is Send in XXX Document
Sub Task; Fax document to xxx-xxxx
Sub Task; Email Document to firstname.lastname@example.org
It would also be nice if the task could not be closed until all sub tasks are completed.10 votes
Be able to see calendar when setting up tasks to make sure an open time can be selected10 votes
You can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.
Thanks for the suggestion!
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