JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Calendar & Tasks

  1. Shared Tasks

    I would like to create a shared task to multiple people without one of the people completing the task for everyone.

    2 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  2. Overlapping Appointments

    Would like to be able to prevent other users from creating "overlapping" tasks when scheduling appointments for our inspector. Ultimately we would like to be able to generate a link that we can send out to all our sales reps that will show our inspectors schedule so they can ONLY schedule available time slots.

    1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  3. Convert an existing task to a sub task/assign a parent task

    Instead of having to delete an existing task and recreate it as a sub task, it would be very helpful to be able to select a parent task in the edit window.

    1 vote

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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  4. Filter "Tasks" in "Task type" dropdown

    We have a lot of tasks in our task type dropdown, many of which are not applicable to certain roles at my company. It would be nice if there was a way to filter tasks so that someone couldn't accidentally create a task that they shouldn't, and at the same time, make it easier to find the task that they are looking for.

    1 vote

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    Gathering Feedback  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. Import Tasks into JobNimbus

    It would be very useful if we could import tasks into JobNimbus including the start and end dates. That would help us save a lot of time.

    2 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Deleting Tasks within Google Calendsr

    Make deleting bulk tasks simpler. Right now, you have to create a task report and filter out the ones you want to delete by using the title filter. However, spelling, punctuation, and letter size have to be exact. There has to be a simpler way.

    It would be great to be able to delete the task off my google calendar and have that sync up and have it delete it off my JN calendar.

    1 vote

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    Gathering Feedback  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  7. Auto-populate Task with Related Contacts information

    When creating a job task, autopopulate related contacts

    4 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  8. Automated Tasks to land only on Weekdays

    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.

    5 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tasks for Task Page not Calendar

    The ability to create a task for the task page but not have it show on the calendar.

    1 vote

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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  10. task reminder

    Push notifications for tasks to remind us when they are due. We should get a notification on our phone like we do with Apple Reminders. Set tasks, reminder date/time, then be able to check complete, or remind again in 1 hour, 1 day, etc.
    Thank you!

    1 vote

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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  11. "Assign to" drop down menu

    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.

    4 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  12. Get Mobile and Browser calendar to work the same

    Customer noticed that on mobile calendar completed tasks show while on the web browser it does not unless you click "show completed tasks" link. Customer states it would be nice to have the calendar function similarly with mobile app and web browser to avoid confusion/frustration.

    1 vote

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  13. 1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. Group Like Tasks

    I have a lot of reoccurring automated tasks that aren't super important, like I'll get to it when I get to it. To be able to group them together somehow on desktop would be super helpful! Or group tasks marked Important, Medium, and Low. Almost like have a little "job board" for tasks.

    1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  15. Home Tasks - Only showing incomplete

    When on the home dashboard, the "My Tasks" section always shows up as "Both" complete and incomplete. Even if I click on it being incomplete, every time I go back to the home dashboard and it refreshes, it always shows both. I don't think it's helpful to see completed tasks first! Especially bc they are oldest tasks first.

    1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Other Address to Tasks

    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

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  17. Custom postpone options for tasks

    Allow us to customize the postpone options in the task action menu.

    1 vote

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  18. Add date and time to daily task email

    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.

    6 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. Template Field for Notes added to Task

    Would like to be able to include the contents of notes added to Tasks inside of my Templates; this would help with internal communication

    2 votes

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  20. Add Custom Task Fields

    I want to add a field on a task so the address shows or a field where I can manually input that information.

    4 votes

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