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Calendar & Tasks

  1. 1 vote
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  2. Show the job address instead of the parent contact's when previewing a job on the calendar

    Currently, when you click on a scheduled job from the calendar, it shows the parent contact's address in the preview sidebar instead of the job's address.

    Please make it so that either it shows the job address instead, both addresses, or have the option to pick which address is displayed.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Thickening lines on calendar - agenda view

    Suggestion for creating thicker lines in between scheduled days on the agenda view within the calendar to avoid overcrowding information.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Start Time default to "now" when creating a new task...?

    It seems silly, but every time I create a new task, it seems to default to "last night at 11pm". It wouldn't be so annoying if I could just type "7/29" in the date field and quickly move on, but I can't--I have to fully type out "7/29/2020" because it doesn't recognize a short date entry. Sometimes the task doesn't need a time frame on it, as it's just a general "to-do," but my brain won't allow me to create it with an old date. :/

    And why always 11:00 p.m.? Just curious on that one...

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. 2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Change color for unassigned task

    The ability to change the color for unassigned task on the calendar

    1 vote
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  7. DAILY TASKS

    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.

    3 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  8. NEED A TRUE WEEKLY VIEW ON CALENDAR NOT AN AGENDA OF 5 DAYS AHEAD

    I really do NOT like the fact that the mobile calendar doesn't show me a traditional weekly view. I understand that it shows a 5 day forecast for my day plus 4 days or an "Agenda" for 5 days, but why can't it show a traditional "Weekly" view. As in begins on a Sunday and ends the following Saturday just like any/all other calendar views set to see a week view. I have never seen a calendar that doesn't show a true weekly view. This is very confusing to look at the top of the mobile calendar and see a…

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Items directly to Calendar, Color Codes Available, Drag to New Dates

    Your should be ale to add projects to the calendar directly. Items on the calendar should sync with contact and work orders as well.

    We have various scopes of work, whether a service job, a new install, out of office, new roof, etc. It would be so helpful if these items/notes could be added directly to the calendar verse having to enter a task or a work order to get it there. Also, the colors should be customizable, so its easy to differentiate between the scopes of work. You should be able to move the items along the calendar, if…

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Be able to filter calendar to not show draft status material orders

    I need to see material orders on the calendar that are actually ordered, but I don't want to see draft ones. Need to be able to filter this so we can weed out the ones that are not important yet.

    1 vote
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  11. Link Calendar Tasks to Contact

    I want the Mobile App to be more seemless with the Contacts. I want the task in the mobile app to also link to the Contact. When I add a Work Order to the calendar, there's no way to get from the Work Order on the Calendar to the Contact, when you click on the Work Order, it takes you to a preview of the Work Order, but I want it to also have a link available to go to the Contact to make a more seemless use of the Mobile App calendar.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to break up scheduling for jobs or work orders to exclude weekends

    Need to be able to schedule a job for more than one week and exclude the weekend from the job and work orders.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Sort by Team Member on the Calendar

    I would like to be able to sort the Calendar entries by Team Member (by descending/ascending name, drag and drop names, etc.)

    1 vote
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Choosing default task time from 30 minutes to 1 hour to match googles default

    Currently in Tasks if you do not set an end time for a task the default of 30 minutes is chosen. It would be more beneficial to our company to be 1 hour. This is more in line with how google does their appointments.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  15. Dual Start and End Times

    Would like to create one task that has two different start and end times.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  16. Expand entries/ enlarge boxes on calendar view

    I need a way to make the boxes bigger on the calendar because the way it is we can only see part of it because it cuts half of it off, even in day view.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  18. [Image Provided] Birds Eye View of calendar on contacts

    Birds Eye View of last time we had client communication and the agreed upon contact date.

    We spend a lot of time opening every single potential client to see when the last time we communicated with them was and what date we set in the future to contact them again.

    We need the ability to quickly glance at all our tasks at once to see why a potential client has been sitting in a column for 45 days when they told us to call them in 3 months.

    1 vote
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  19. Tasks that can be viewed but not edited

    Would like to be able to set a task that other team members can view on the calendar but not edit.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  20. Restrict who can move tasks on the calendar

    The option to restrict specific access profiles from being able to move tasks on the calendar.

    2 votes
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