JobNimbus Feedback

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Calendar & Tasks

  1. Bulk Edit Tasks to Mark Complete

    It would be awesome if there was a way to check of task in bulk. If you get behind on checking off task it takes FOREVER to go through and check them off. I wish there was a way to just select a list of check completed task for all of them at once.

    6 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  2. color coded priority of tasks

    When you view tasks on the Mobile apps, it does not show their priority. Simply color coding the tasks with the priority would do the trick.

    3 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have an option to choose when/if hours are converted to days in Time Logging on a Task

    As not everyone works the same amount of hours in a day, Would it not be good to have the option to select when it converts hours to days? Of not have it convert to days at all?

    2 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  4. I would like to see tasks newest to oldest

    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.

    2 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. Giving Team Members Tasks without Assigning them the Contact

    It would be very useful to be able to assign a team member a task under a contact or job without assigning them the contact or job as well.

    2 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add an option to set a primary contact for tasks.

    Would like to have an option to set a primary contact for tasks. Having this would add more control in tasks.

    Ex. There is no way to select which contact to have a task-based automation interact with so the action will happen for all contacts linked to the task.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  7. Automatically set an appointment

    I know you can set up the system to automatically set an appointment for custom job fields, but it would be nice if you could chose the date that the appointment was setup for. For example I have a pre-inspection date setup in my jobs. It would be nice if I could select a future date and an appointment for that date would be created automatically based off what date was entered in that field.

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tasks or appointments auto-populate contact information

    when creating a task or appointment it would be great if the contact information would auto-populate (i.e Name, Address)

    4 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to adjust pop up time of alerts for meetings

    I'm wanting to see if the alert can be set up for a hour or 30 minutes before the task is due without altering the tasks scheduled time this is of most important for the meeting tasks.

    5 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  10. TASK COMPLETION TIME STAMP

    When sales guy click task complete it should date and time stamp or offer date and time selection for when completed. Should home owner call asking project status would make easier to have answers.
    i.e. Task = "Select colors with home owner to start project."
    if just checked complete you don't know if this was completed 2 days ago or 4 weeks ago (4 week should be building)

    2 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  11. Larger Check Box

    Ergonomics, please make checkboxes wherever they appear, larger. It's not fun missing a checkbox a few times. And there is no reason for them to be this tiny. Thank you!

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  12. Better Sorting capabilities and view options for task board

    I would really like to see a collapsable option to shrink my Task board, also I would like to not include recurring tasks until the day of!! It drives me crazy!

    Thanks lol

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  13. Show Subtasks underneath Tasks in lists

    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)
    task1 (subtask)
    task2 (subtask)
    Electrical construction (Task)
    elec task1 (subtask)
    elec task2 (subtask)

    13 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. Was able to add attachments to Tasks

    Would very much like to attach documents to Tasks like Work Orders

    3 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  15. All Day option on Tasks on Web

    On the app when making a appointment there is a all day option but on the web there is not. WOuld love to see it on the web also

    3 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  16. A comment when completing a task

    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.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to Assign Automations to Access Profiles

    For example, all limited access users could be assigned a task created by an automation, rather than specific reps.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to Assign Automations to Access Profiles

    For example, all limited access users could be assigned a task created by an automation, rather than specific reps.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. Day of the week listed when choosing tasks

    On Tasks, having the day of the week listed next to the date when setting a new task would be helpful.

    5 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  20. Tomorrow Section for Tasks

    On Mobile task list, I want to see sections for Today, Tomorrow, and Upcoming.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
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