Calendar & Tasks
148 results found
-
Option to Hide All Completed Items on Calendar (Work Orders, etc)
Once work order is complete it will be removed from the calendar but stay on the contact.
13 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 -
Holidays on Calendar
Have major Holidays listed on the calendar
18 votes -
Calendar Preview When Creating Tasks
Be able to see calendar when setting up tasks to make sure an open time can be selected
17 votesYou can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.
Thanks for the suggestion!
-
Color code different item/object types on calendar
to be able to make certain schedule items one color (example blue) and all repair schedule items another color (example red). It will make it easier to look at the calendar.
44 votesCurrently each item on the calendar is colored according to the assignee, but we always exploring new ideas and ways to better represent the information on the calendar.
In the meantime, you can use icons in Task Type and Contact/Job/WO workflow settings to help distinguish between different types of items on the calendar.
Thanks!
-
Gantt Chart / Scheduling Dependencies
Allow scheduling though gantt charts and/or dependencies.
Calendar needs to have dependencies. We have 41 team members and doing 1,000's of jobs per year. When we get them all on the schedule then have a delay for any reason we have to manually move each and every job. Its getting near impossible to continue doing this that way. They need to be able to have dependencies so when one job moves a day then all the jobs scheduled after that move a day. Reference to "smartsheets".
Ex. I assign the foreman jobs as they come in. That foreman looses 2…
59 votes -
Reminder or Alert feature in Calendar
We should be able to set reminders/alerts on scheduled items to notify the assignee(s) before the due date.
Example: Remind me 15 minutes before scheduled appointment.
52 votes -
Recurring Tasks/Events In Calendar
Trying to schedule a weekly business meeting that happens at the same time every Friday and I do not have the option to have this as a recurring or repeating event.
230 votes
- Don't see your idea?