Calendar & Tasks
54 results found
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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.
5 votes -
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 -
supplier
There is an option to add a subcontractor to a task but I can't add a supplier to a task if I'm scheduling a delivery. Please add 'supplier' as an option. Right now I've had to make all my suppliers subcontractors to see them in my calendar.
4 votes -
Automate a Job to change status when all tasks are completed
It would be extremely helpful for a Job to change Status when all tasks are completed. We have many tasks that may not be completed in the same order every time, so it would be extremely helpful for a Job to automatically change Status when every task is completed.
4 votes -
Ability to cancel tasks
Ability to select 'Cancel' on tasks instead of the other current options: delete, postpone or complete.
4 votes -
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
4 votes -
Pre-Set Templates
We have a set of templates that we need for each job. Things that need to happen every time a customer is signed.
4 votes -
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 -
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 -
Seach bar on my task list
It would be great to be able to search my task list when someone calls me.
4 votes -
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 -
Multiple users to one task configuration
When you assign multiple users to a task and one user completes it, it will complete it for every user assigned. In some cases, this isn't ideal, and it would be nice to configure the task to require every user assigned to complete the task before it disappears.
3 votes -
Task Drop down and calendar
Because you have to create specific task types, there starts to become a lot of task types. I think it would be a good idea to be able to choose tasks to hide from the drop down menus but also be able to see all task types in the calendar.
3 votes -
Organize Tasks
I would like to be able to rearrange the order of the task list that shows up under a contact/job.
3 votes -
Task should be visible in Activity
I wish tasks would show up in the activity so when asking a rep what is going on, I don't have to look multiple places.
3 votes -
Tasks would feel more like tasks rather than calendar inputs. Syncing task to google calendar tasks
The jobnimbus calendar could be clearer. Google Calendar is the preferred method because of its more user-friendly formatting. Tasks created in jobnimbus should be presented as tasks within the google calendar, not appointments on the calendar unless a specific time has been assigned for the task.
3 votes -
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 -
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 -
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 -
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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