Calendar & Tasks
152 results found
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Task Feedback
It is a bit frustrating for us that we now have to delete a recurring calendar events (or an event that is further down the road months away) and hope people remember those events and not schedule anything during that time since otherwise everyone's task lists get clogged with future meetings and calendar events. Is there a way that you know that we can sync only some events with JN? We currently need them sync'd back and forth between the other platforms.
2 votes -
Reply to Notes/Tasks Without Creating New Notes/Tasks
When a coworker tags me in a note or assigns me a task, there is no way to reply to them and have them notified, without creating a NEW note or task. It would be much better if we could just respond to the ones that are there, so that it is easier to track what has been handled/completed and what hasn't. That way, we don't have to look through 100 "Activity" feeds to try and figure it out.
1 vote -
moving projects
Options to move all items in scheduled calendar back for weather. For example, there is a Rain Day, and we have 100 jobs in the calendar, the current set up is we would have to move all jobs by hand back a day individually. If there was an option to select multiple jobs or all jobs after a certain date and move back in groups that would be very helpful.
2 votes -
Items in my Cale
Items in your personal calendar, outside of JN should not auto create themselves as tasks in JN. Any item I list in my Calander like "Doctors Appt" should not pop up as a task I than need to complete.
2 votes -
Sort tasks geographically. - ability to do nearby tasks and save gas
Our guys like to do the task in the North part of our region one day and the tasks in the South part a different day. Some stuff is not time sensitive like : we forgot to get a photo of the finished project - Do it next time you are in the area.
3 votes -
We need to search by phone number.
We sometimes get calls without a caller ID. Or voice mails that are garbled. Why can't we search our records for a phone number?
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.
1 vote -
I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance c
Hi Justin,
I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance companies based from the pictures taken and uploaded into the job?
Can address be auto populated once I start typing in the first part of the address?
Lastly, how can I select the type of job for example: siding, roofing, gutters, windows, painting, etc.?1 vote -
Scheduling Enhancements
Open up outlook calendar, color coding jobs product and partner, job type, that kind of thing. more options on that end.
OR
Flexible color coding based on task.6 votes -
the ability to search the calendar by Customer Job name or Name of Task
the ability to search with a Spyglass in the calendar by Customer Job name or Name of Task. So when a call comes in we can search the calendar and see when the job was scheduled.
3 votes -
Time Tracking for individual jobs - Clock in and out of Jobs
I know that time tracking is offered via tasks. It would be helpful to have a feature that allows employees working on a specific job to clock in and out of jobs to monitor their actual time spent versus predicting and then reconciling how long it took. Tts too many step with the Time Tracking as it currently is.
5 votes -
Custom Field Security Settings
There needs to be an option when creating a custom field to set security or privacy so certain fields can not be viewed by specific users or specific user groups.
3 votes -
View financials on Calendar. Display options on calendar similar to boards
I would like to view my financials on the calendar. I have a certain sales goal I try to schedule for each day and it would be helpful to see it on the calendar. Right now I have a job scheduled board where the job cards display the latest financials (estimate and invoice) but it’s difficult to switch back and forth when I’m trying to schedule jobs.
2 votes -
autopopulate
Currently when starting an email, it won't auto-populate subcontractors emails unless I'm on my phone app. Please provide for this to pop up so we don't have to toggle back and forth.
2 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.
2 votes -
Have options for how the Calendar is organized
Have an option where we can organize the calendar by Crew. Where we can organize row by row by crew and not organize it by the size of the job. Wayyyy more confusing. The color organization when managing multiple crews with multiple jobs looks very chaotic and very hard to follow. The only thing I can change is which crew is what color? Would expect a little more options in this area to fit peoples preferred organizational layouts.
6 votes -
Schedule Work Orders Directly from Calendar
Would love to be able to Schedule Work Orders Directly from Calendar
5 votes -
Spreadsheet-like tool
Currently, if I want to know where I'm at with tasks I have to open each individual job card, which gets to be pretty cumbersome when you have a lot of jobs going on at once. It would be amazing to have a spreadsheet-like tool where all of your job tasks could be viewed in a snapshot. I'm using an excel spreadsheet right now because it's just so much easier to keep track of dumpsters, material orders/pickups, permits, etc.
6 votes -
Multiple start and end dates for jobs
Currently you can only add one start date and one end date for a job. But some jobs span multiple dates, but not the days in between. It would be great to be able to add multiple start and end dates for a single job.
8 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
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