Calendar & Tasks
169 results found
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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.
1 vote -
Revert Search Bar function
Please, in the name of all which is holy, revert the function of the "Search" field so it doesn't pop up a sub-window in the middle of the browser! Or, failing that, make it a configurable setting on a per-user basis: Old functionality, or new.
We're receiving multiple user complaints about the new Search window pop-up, primarily that there's no easy "one-click" filter button (e.g., 'Jobs' or 'Contacts') as in the previous implementation. This leads to a lot of scrolling and mis-clicks.
1 vote -
Real Time Calendar Updating
The absence of real-time updates to a calendar view leads our team to often schedule conflicting events because the calendar view doesn't automatically update when changes are made (whether by the same, or a different, user).
Most modern web apps are multi-user aware and provide for dynamic, real-time updates to the current view.
Please consider updating the Calendar view to dynamically update, in near real time, as changes are made.
NB: This request is specific to the Web Browser Calendar view, although the same capability on mobile devices would also be of huge efficiency benefit.
A previous suggestion https://jobnimbus.uservoice.com/forums/921073-calendar-tasks/suggestions/42547162-real-time-updating indicates…
1 vote -
Cleaner Calendar Blocks
If a task has multiple people assigned to it, it should only show up as one block on the calendar and then list the people that are assigned to it. Instead of having 10 tiny blocks that flood the calendar for one meeting that everyone is in so we can't see what is going on because there are so many blocks for the same task.
2 votes -
Add Task to Job from Job Board
We would like the ability to add a task to a specific job from the Job Board without having to go to a different screen. The goal is to document action items quickly as we are reviewing the board. Jumping from and then back to the job board is inefficient and we lose our place. The other idea would be to allow adding of a specific note type to a job on the Job Board and then our office manager can find those notes types later and add the necessary tasks.
3 votes -
Better Task View/Task Dashboard
It would be great to have a Task Dashboard where we can view all of our tasks..but that has them separated by job. So you can see them all at one time...but per job. Not just a big list of tasks
2 votes -
Placeholder Tasks on Calendar
Want the option of making tasks busy tasks or not busy tasks. Essentially one that will show on the calendar but wont take up time or leave the rep as busy during that time
2 votes -
Custom date
Be able to add custom date field to jobs and have the option for the date to appear on the calendar or not
2 votes -
Ability to Save Calendar Filter Settings
It is frustrating having to constantly click dozens of boxes every time we want to change from Sales to Production Scheduling in the calendar. There should be the option to "Save View" and name it Production View or Sales View or Admin View.
4 votes -
Job tasks, in the "default name" add the "insert template field" to allow the task to default the name of the customer, help on the calendar
Job tasks, in the settings "default name" add the "insert template field" option to allow the task to default the name of the customer. This will help when viewed on a Google calendar
2 votes -
Allow the monthly calendar view to not show weekends
Currently in the profile settings you can enable a check box to not show weekends. This only applies to the calendar when you are viewing it as weekly. If you switch to monthly it still shows weekends. Is there a way to allow that functionality with week view for calendar also to carry over to the monthly view?
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 -
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.
2 votes -
Ability to add additional sections to the left pane of the calendar
Currently set as
Team Members
Subcontractors
Calendars
Quick NavigationWe would like a section just for Sales Advisors. This would make it easier for Lead Intake to manage the Sales appointments. Or, possibly a calendar devoted only to Sales?
2 votes -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…1 vote -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…1 vote -
Copying Estimate Sections to estimate tabs.
It would be ideal to have the option to Copy estimate section details & line items to a new tab instead of having to recreate a bunch of line items on each tab (good, better, best tabs).
4 votes -
MONTH AND YEAR
The month needs to be printed on the Calendar when printing.
4 votes -
Work Orders NEED to Sync with Calendars
This is an ongoing request for 4 years now, why hasn't JN not fixed this?? Major flaw of JN. Work Orders have the option to schedule a date to start the work, so it's like setting an appointment. Why is this not synced to calendars?
Doesn't make sense.6 votes -
Photo gallery option needed
The option to see photos in a gallery format would be extremely beneficial for the in-house managers.
1 vote
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