Calendar & Tasks
66 results found
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Text information
One thing that would be nice is there is a box that pops up to the right when you compose a text that has the persons name and date the lead was created ,,, in that box it would be nice to see the date and time of the appointment and the product for that appointment to show up
Thank you1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Contact Name on Work Orders on Calendar and Map
When viewing work orders on the map in the calendar, the contact name doesn't appear. Can we add that information?
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Disable Task Reminders for Some Task Types
I would like to be able to get task reminder emails for some task types and not others.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Display Appointments for Sales People in Columns on the Calendar
It would be much easier to look at the calendar with multiple sales people's appointments on it if their appointment times for the day were all in one column. They seem to be randomly placed which makes it tougher to tell what the gaps are and is too easy to miss one
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Convert Work Order to Task
Since Work Orders don't sync to Google Calendar, and we put most of our tasks there, we'd love to get a way to convert a work order to a task, using the Start/End date and time as the Task Start/End date and time. This way our field agents can use their existing Google Calendar to see the jobs they're scheduled for, instead of having to use both GC and the JobNimbus calendar.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Task Categories
I would like to be able to categorize tasks in my task list on the home page.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Add a clickable link field
We would greatly benefit from a Field to paste a clickable link. We often utilize Google Drive or links back to other programs that we use internally, but right now we cannot add a clickable link.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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GOOGLE TASKS SYNC TO JOBNIMBUS CALENDAR
Just like JobNimbus tasks pass to Google Calendar and post as a calendar event, the sync should receive tasks from Google Calendar/Tasks and pass them to JobNimbus calendar. This is HUGE. said in Trump voice
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Ability To Set Group Managers as Assignee in Tasks
I would like to set a task of "Needs Manager Approval" that could be sent to the Group Manager of the salesman, of the job for which the task is being created.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Sync Addresses to External Calendars
I'd like the address of the Job or Contact the task is scheduled under to show up in my google/outlook/iphone calendar so that I can know where I need to be for the task.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Ability to use groups in the 'Assign to' field when creating tasks in Calendar.
Ability to use groups in the 'Assign to' field when creating tasks in Calendar.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links
Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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1 vote
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Inactive Users on Calendar
When I deactivate a user, I would like to still be able to see the jobs/tasks they are assigned to on the calendar.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Calendar Sharing
When it comes to the calendar in JobNimbus, it would be great to be able to have a sharing option of the JobNimbus Calendar. When you have appointment setters that are limited access, they cannot see any other calendar but their own. There should be a way to share a calendar for this purpose.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Prevent Completed Tasks from Being Deleted from Calendar
It would be great if JobNimbus had a setting to prevent completed tasks from being deleted from the calendar
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Ability to hide future tasks/appointments on calendar
When organizing dispatching leads, at times we do not need sales staff to see how many appointments are in the future. It would be useful to be able to hide the future tasks and appointments.
4 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Removing ability to double book appointments/tasks
Would like the ability to block employees from booking appointments or tasks when there is a conflicting event on the schedule.
A toggle either turning it on or off would be the best option. Company wide or teams ability would make the most sense for the execution.2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Reoccurring/Multi day Tasks/Installations
Instead of ribbon at top of calendar, allow task to take up entire work day.
2 votes -
Auto-prioritization of tasks nearing/at/past due date
I would be very helpful to if (some or all) tasks could be set to be somehow differentiated automatically at certain times - i.e. due tomorrow, due today, past due.
1 voteMerged with other ideas, fixed, or declined.
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