Calendar & Tasks
178 results found
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Remove "Days" From Time Tracking on Tasks
I would like to be able to track time spent on tasks in hours and minutes and drop the 'days'. Currently, 8 hours converts to one day, and I would like to keep it in hours instead.
1 vote -
View Calendar on Home
I would like to be able to view the calendar tasks by week on my home page with my other reports.
1 vote -
Filter Tasks by Date
I would like the ability to filter tasks from most recent to oldest.
1 vote -
Create Task Types "On The Fly"
Currently, if I am setting up automated tasks and I discover I need a new task type I have to back out of the Automations page, go to the task Type page, create the task type, find the new task type (it appears in a random spot), manually drag that task type to where I want it on the list (I may have to do this multiple times because I can't scroll down while dragging the task type), then refresh the page before going back to the Automations page to resume what I was doing. This is INCREDIBLY tedious and…
1 vote -
Contact Name on Work Orders on Calendar and Map
When viewing work orders on the map in the calendar, the contact name doesn't appear. Can we add that information?
1 vote -
Contact Start Date - Visible on Calendar
The contact date now shows up on project tiles on Nimbus Boards which is great. However, we aren't able to use this feature as our way of project scheduling because this field doesn't show up on calendar. Don't want to have to duplicate entry of entering start date on contact's page and create an install task just so I can see it on Boards and Calendar.
It seems that Contact's start/end date is intuitive that this is the project scheduled date so we don't want to create a task for it, but rather have that contact's start/end date be the…
1 vote -
Schedule initial appointments during Job creation
It would be useful to be able to schedule the initial appointment when someone calls in and we're creating the job. Potentially with the ability to see what the calendar currently looks like for the sales rep.
3 votes -
Disable Task Reminders for Some Task Types
I would like to be able to get task reminder emails for some task types and not others.
1 vote -
Display Appointments for Sales People in Columns on the Calendar
It would be much easier to look at the calendar with multiple sales people's appointments on it if their appointment times for the day were all in one column. They seem to be randomly placed which makes it tougher to tell what the gaps are and is too easy to miss one
1 vote -
Set tasks to be done by Job position instead of assigned to or a specific person.
As it currently stands a task can only be automated to assign to 'assigned to' or a specific person. It would be extremely helpful(and your competitors do this) if you could automate tasks to 'Salesperson' or 'Estimator' or 'Office Admin' and that way we don't have to constantly change the assigned to field during the workflow to get tasks assigned properly. A specific person is not good because depending on how the job came in or location that specific person may or may not be the right person to have the task assigned to.
1 vote -
Convert Work Order to Task
Since Work Orders don't sync to Google Calendar, and we put most of our tasks there, we'd love to get a way to convert a work order to a task, using the Start/End date and time as the Task Start/End date and time. This way our field agents can use their existing Google Calendar to see the jobs they're scheduled for, instead of having to use both GC and the JobNimbus calendar.
1 vote -
Organize Tasks
I would like to be able to rearrange the order of the task list that shows up under a contact/job.
2 votes -
Task Categories
I would like to be able to categorize tasks in my task list on the home page.
1 vote -
Private Calendar Settings
There needs to be an option to mark certain events as private. Personal events, sensitive conversations (HR), etc. Right now, everyone can see EVERYTHING.
2 votes -
Ability to place a Job on hold
It would be great if we can place a job on "Hold" status within our system. This could keep the Job in the same Status, but maybe gray it out on the Job Board so it's clear the Job is stalled. Move these to the bottom of our Board list.
5 votes -
Add a clickable link field
We would greatly benefit from a Field to paste a clickable link. We often utilize Google Drive or links back to other programs that we use internally, but right now we cannot add a clickable link.
1 vote -
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.
3 votes -
Contact phone number & email address visible on Job page
I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.
2 votes -
1 vote
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GOOGLE TASKS SYNC TO JOBNIMBUS CALENDAR
Just like JobNimbus tasks pass to Google Calendar and post as a calendar event, the sync should receive tasks from Google Calendar/Tasks and pass them to JobNimbus calendar. This is HUGE. said in Trump voice
1 vote
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