Calendar & Tasks
159 results found
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Task Type that requires the user to select an outcome
Create an outcome task type that requires the user to choose the outcome prior to completing the task. This could be used in an approval process if a manager needs to approve or deny something, can be tied to automation to send a job in a certain direction depending on the outcome. Very useful!!
4 votes -
Include an "at a glance" view for calendar
Without having to toggle to other views, make an at a glance view where it would be able to show job or task details easier for a faster view of events. This would help not having to click into the event to see the details.
2 votes -
Ability to keep tasks visible after marking complete
It would great to be able to keep certain tasks visible to specific assignees even when its marked complete by one of the users instead of it disappearing.
3 votes -
Appointment Results (Configurable List)
Request:
Ability to select the result of an appointment. Either the ability to configure our own list or an options list with Kept, Canceled, Rescheduled, Client No Show, Employee No Show, etc.Background:
We track how many appointments are set by our reps, now we would like to be able to track their performance. Ideally we want to gather metrics such as: which reps have a better appointment set to close rate, who has the highest cancelation rate, or which clients cancel repeatedly.5 votes -
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
Because, occasionally this system decides to mark all my tasks as completed making me click on each individual checkbox to uncheck the completed task. Very frustrating. Perhaps the IT department should fully test the product, again and again.
2 votes -
Centralized Calendar for all users to see
It would be useful to be able to share a main or central company calendar with all users that they can access form their profiles.
8 votes -
Improve Monthly Calendar View
The view of my monthly calendar currently is elongating the days, so much so, that I can only see one week at a time. I need to scroll up or down to see another week. I discovered this is happening because one or two days have a bunch of tasks, so on the monthly version it makes all the days super long,
It would be nicer to have something like "+12 more" so i could then click on a specific day rather than needing to have every day be super long.
4 votes -
Work Order Calendar Sync
We can sync most activities to Google Calendar, but Work Orders to do not push - since the sales rep and sub are assigned, if these could push it would greatly allow both to be more organized.
18 votes -
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 -
Appointment optimization by Geo-Reference
I would love to see a system within a CRM that takes set aapointment in a geograohical area and offers an optimized route for our specialists to travel in order to see potential clients via a map function like google maps. The system might be able to look at a certain day, recognize a cluster of clients by zip code, and offer the best route between them to fit a time table. This would cut down on time for our back office who have to manually confirm appointments and design a custom route day-in and day-out.
16 votes -
Admin google calendar sync
Allow admin access users to sync all JN tasks to each other's Google Calendar without syncing individually and then allowing access to each other's calendar through google
14 votes -
Year calendar view
We want the ability to do a year view on our calendar.
4 votes -
Seach bar on my task list
It would be great to be able to search my task list when someone calls me.
4 votes -
Calendar Access
Limit access for a team member to look at other team members calendars. Currently any team member can view others no matter what kind of access they have.
5 votes -
Notification of task completion/deletion
The option to receive a notification when a task you have created for someone else has a status change. Particularly if it is deleted or completed.
11 votes -
Send clients calendar invites
A way to send a calendar invite to a client through JN.
5 votes -
Color code calendar for specific tasks
Currently we only have the option to color code for team members. Would like the ability to color code specific tasks on the Calendar.
16 votes -
Overlapping Appointments
Would like to be able to prevent other users from creating "overlapping" tasks when scheduling appointments for our inspector. Ultimately we would like to be able to generate a link that we can send out to all our sales reps that will show our inspectors schedule so they can ONLY schedule available time slots.
3 votes
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