Calendar & Tasks
9 results found
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Task Templates
It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.
12 votes -
Customize Task List
I would like to be able to filter out High Priority tasks, tasks dated today, etc. in my task list.
5 votes -
automatically set a quote task when contact is scheduled for quote and moved to estimate status
automatically set a quote task for date specific for sales rep when a start date is set for a contact
4 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 -
Tasks for Task Page not Calendar
The ability to create a task for the task page but not have it show on the calendar.
1 vote -
task reminder
Push notifications for tasks to remind us when they are due. We should get a notification on our phone like we do with Apple Reminders. Set tasks, reminder date/time, then be able to check complete, or remind again in 1 hour, 1 day, etc.
Thank you!6 votes -
Sort Tasks newest to oldest
I do not need to see what I have accomplished I need to see new tasks as they come in, sorting tasks newest to oldest would be a great help.
19 votes -
Show Subtasks underneath Tasks in lists
I think this would really simplify listings and reports. It would also make it easier in the calendar display to show subtasks listed under their parent tasks. For example:
System construction (Task)
task1 (subtask)
task2 (subtask)
Electrical construction (Task)
elec task1 (subtask)
elec task2 (subtask)23 votes -
Auto Create Tasks of Certain Task Types with Sub Tasks
Long and short;
Not only allow Jobnimbus to create different task types, but also the ability for the task types automatically created to have information pre-populated and automatically have sub tasks in the task.For example;
Task is Send in XXX Document
Sub Task; Fax document to xxx-xxxx
Sub Task; Email Document to xxx@xxx.comIt would also be nice if the task could not be closed until all sub tasks are completed.
21 votes
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