Calendar & Tasks
129 results found
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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 -
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 -
Make Calendar view adjustable.
How about making calendar view adjustable? You know, so you can see the whole month without scrolling? Right now each week is super huge, one size fits all-sort of deal. Or perhaps being able to scroll through months instead of just to the top/bottom of individual months? That would be pretty cool.
5 votes -
Add Custom Task Fields
I want to add a field on a task so the address shows or a field where I can manually input that information.
5 votes -
View Calendar on Home
I would like to be able to view the calendar tasks by week on my home page with my other reports.
4 votes -
Schedule initial appointments during Job creation
It would be useful to be able to schedule the initial appointment when someone calls in and we're creating the job. Potentially with the ability to see what the calendar currently looks like for the sales rep.
4 votes -
Private Calendar Settings
There needs to be an option to mark certain events as private. Personal events, sensitive conversations (HR), etc. Right now, everyone can see EVERYTHING.
4 votes -
Ability to search amount of visits - Calendar
Ability to type a contact into calendar and see all the times the tech would have been there
4 votes -
Color Code Map View
Currently, when you click on "map view" it just displays a bunch of red markers on the map. It would be very helpful to change these markers to the color that the user is assigned to in the calendar.
4 votes -
Customize Task Daily Digest
The Daily Digest of tasks seems to be sent early in the morning each day, but has no relationship to my schedule or business hours. I would like to be able to customize the delivery time, and maybe even specify what task types I would like included in my Daily Digest
4 votes -
Template Fields for Tasks (plus, Calendar Invites for Subs)
It would be SO beneficial if I could include templated fields to tasks such as Work Order numbers, Job Numbers, the Job Description, etc. to a task instead of having to manually input this information.
This is a feature that would be most valuable in conjunction with being able to include Subs in Calendar Invites, so long as I could tailor their access to information. Right now, if a task is related to a Job or Contact, then the calendar invite is going to include the customer’s contact information. This is great for the use of internal employees. However, if…
4 votes -
Add the option to "Send Google Calendar invite to assigned subcontractor"
When creating a Work Order, add the option to "Send Google Calendar invite to assigned subcontractor".
4 votes -
Task activity show on the related contact/job activity
It would be really cool if there was a way that notes activity could reflect together on the related contact activity. So I could have the notes in the task & in the contact, then be able to search by related to each task.
4 votes -
Ability to add notes to Tasks
Currently on mobile app, with tasks, we have a description field. But, we need the ability to see notes on the task and be able to input notes as well like how its possible in the web browser.
4 votes -
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 -
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 -
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 -
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 -
Send clients calendar invites
A way to send a calendar invite to a client through JN.
4 votes
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