Calendar & Tasks
56 results found
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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 -
Search Bar on Tasks
I would like to have the ability to have a search bar on the tasks page. I know this can be done through a report but a search bar would be so much easier. For example, if I want to see all the tasks titled "Create Warranty", I can just use the search bar to find them all instead of creating a report.
2 votes -
Task back/ Notification once a user completes a task
Would love like a checkbox flag you could press, that says "Task Back" or similar. That when you create a task for a user, you can check that flag. Then once that initial task is completed, the creator of the task is notified or a new task is created for them to review the work completed.
2 votes -
when uploading document that triggers an automatic task creation have that document auto attach to that created task
when uploading a document with a caterogy that triggers an automatic task creation, have that document auto attach to that created task.
2 votes -
reinstate tasks / task function into contacts view
Full task function - creating, viewing, managing - used to be visible / accessible in the primary Contact view but has been removed. Do not understand why, but I need to regularly create and manage tasks without a job. Need to be able to see these and do this without additional navigation. (It used to be just that simple.) Please reinstate.
2 votes -
Simple text only *(edited @time by @user) history log would be helpful.
Edit History
Stage 1 (super easy)
Simple text only *(edited @time by @user) history log would be helpful.Stage 2
Could make Edit history (only shows if true) expandable to show the history of changes.Could roll out Edit history across other features as well if relevant - this helps companies maintain transparency which would be appreciated.
2 votes -
Allow Limited User Access to see tasks that aren't assigned to them
Currently "Limited User Access" profiles can't see Tasks related to the contact unless assigned even if they are designated as Sales Reps on the contact. It would be useful for the Sales Reps (who have Limited User Access Profiles) to see all tasks associated to the contact.
2 votes -
Need more task icons to choose from when customizing tasks
I wanted to add a phone icon to the Phone Call task and discovered there isn't one. It seems like it wouldn't be too difficult to add more choices of icons.
2 votes -
Change task times
Add ability to create custom time intervals on the desktop calendar. The app allows for a 15 minute task but the desktop requires at least 30 minutes.
2 votes -
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 -
Tasks with no specific timeline
Somewhere to drop/write down tasks that need to be done but don't have a specific timeframe for them to be done. Should be able to view this during calendar view if desired and drag and drop tasks into calendar once you know when you're going to do them
1 vote -
automations should have the ability to delete tasks on related jobs
If a task is marked as complete, one of the actions should be to delete other related tasks on the same job. this would allow for multiple choice options at different stages of the process, which could change the direction of the job flow without leaving multiple unfinished tasks, or when a job status is updated to "lost" it could delete all other tasks related to the job so they dont appear on lists calendars or reports
1 vote -
Task Workflows/Statuses
Similar to job and work order workflows, it would be nice to have something similar for different task types instead of just 'Incomplete' or 'Complete'. For example, if you have an 'Appointment' task type, having the ability to mark the Appointment task as 'Confirmed', 'Reschedule', 'Cancelled', 'No show', etc. would be a very quick and easy way for other team members to track the progress of that task instead of waiting for the assignee to provide an update or make it complete (which isn't always the right outcome).
Even if they're not custom/type specific, having progress statuses for tasks such…
1 vote -
Task Time Tracking Missing on New Jobs Experience
The ability to log time used to be accessible from the job page, but since the new update, it isn't. Requesting that this feature be reintroduced
1 vote
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