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JobNimbus Feedback

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Calendar & Tasks

59 results found

  1. Notifications for unassigned Tasks

    There should be a way to get notified if a task is created and nobody is assigned to it. for example if I have an automation create a callback task, but nobody has been assigned to the job, the task doesn't have anybody assigned to it, and I have no way of knowing. I need a way to be notified of these tasks

    3 votes

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  2. Task activity show on the related contact/job activity

    It would be really cool if there was a way that notes activity could reflect together on the related contact activity. So I could have the notes in the task & in the contact, then be able to search by related to each task.

    4 votes

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  3. Task Templates

    It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.

    11 votes

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  4. Ability to add notes to Tasks

    Currently on mobile app, with tasks, we have a description field. But, we need the ability to see notes on the task and be able to input notes as well like how its possible in the web browser.

    4 votes

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  5. Task Type that requires the user to select an outcome

    Create an outcome task type that requires the user to choose the outcome prior to completing the task. This could be used in an approval process if a manager needs to approve or deny something, can be tied to automation to send a job in a certain direction depending on the outcome. Very useful!!

    4 votes

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  6. Appointment Results (Configurable List)

    Request:
    Ability to select the result of an appointment. Either the ability to configure our own list or an options list with Kept, Canceled, Rescheduled, Client No Show, Employee No Show, etc.

    Background:
    We track how many appointments are set by our reps, now we would like to be able to track their performance. Ideally we want to gather metrics such as: which reps have a better appointment set to close rate, who has the highest cancelation rate, or which clients cancel repeatedly.

    5 votes

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  7. Customize Task List

    I would like to be able to filter out High Priority tasks, tasks dated today, etc. in my task list.

    5 votes

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  8. Ability to keep tasks visible after marking complete

    It would great to be able to keep certain tasks visible to specific assignees even when its marked complete by one of the users instead of it disappearing.

    3 votes

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  9. Notification of task completion/deletion

    The option to receive a notification when a task you have created for someone else has a status change. Particularly if it is deleted or completed.

    7 votes

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  10. automatically set a quote task when contact is scheduled for quote and moved to estimate status

    automatically set a quote task for date specific for sales rep when a start date is set for a contact

    4 votes

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  11. Ability to hide future tasks/appointments on calendar

    When organizing dispatching leads, at times we do not need sales staff to see how many appointments are in the future. It would be useful to be able to hide the future tasks and appointments.

    4 votes

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  12. Seach bar on my task list

    It would be great to be able to search my task list when someone calls me.

    4 votes

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  13. On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.

    On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.

    Because, occasionally this system decides to mark all my tasks as completed making me click on each individual checkbox to uncheck the completed task. Very frustrating. Perhaps the IT department should fully test the product, again and again.

    2 votes

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  14. 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.

    6 votes

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  15. 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!

    6 votes

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  16. 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.

    3 votes

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  17. Shared Tasks

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

    4 votes

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  18. 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.

    3 votes

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  19. 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.

    3 votes

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  20. Auto-prioritization of tasks nearing/at/past due date

    I would be very helpful to if (some or all) tasks could be set to be somehow differentiated automatically at certain times - i.e. due tomorrow, due today, past due.

    1 vote

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