Calendar & Tasks
169 results found
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Add Sales Rep Phone number in Email Template
When creating automated email templates. You can add the contact sales rep at the bottom for a signature. You can not add their phone number though. Please add option for phone number.
7 votes -
Board view of tasks
right now, it is very cumbersome to keep an overview of your tasks. It would help a lot if we could have a board view of our tasks, just like we do we jobs.
Right now we are using Trello, as it allows us to turn email messages into tasks and keep track of them in board view. If this functionality was available within JobNimbus, we could assign those tasks to projects and customers and team members.7 votes -
Scheduled jobs on Google Calendar
Scheduled jobs should show on Google Calendar.
7 votes -
Auto-populate Task with Related Contacts information
When creating a job task, autopopulate related contacts
7 votes -
Floating Header in Calendar
If it's possible could you lock the top bar where it shows the days of the week so that as we scroll down we can still see the days?
7 votes -
Link Calendar Tasks to Contact
I want the Mobile App to be more seemless with the Contacts. I want the task in the mobile app to also link to the Contact. When I add a Work Order to the calendar, there's no way to get from the Work Order on the Calendar to the Contact, when you click on the Work Order, it takes you to a preview of the Work Order, but I want it to also have a link available to go to the Contact to make a more seemless use of the Mobile App calendar.
7 votes -
Reply to Notes/Tasks Without Creating New Notes/Tasks
When a coworker tags me in a note or assigns me a task, there is no way to reply to them and have them notified, without creating a NEW note or task. It would be much better if we could just respond to the ones that are there, so that it is easier to track what has been handled/completed and what hasn't. That way, we don't have to look through 100 "Activity" feeds to try and figure it out.
6 votes -
the ability to search the calendar by Customer Job name or Name of Task
the ability to search with a Spyglass in the calendar by Customer Job name or Name of Task. So when a call comes in we can search the calendar and see when the job was scheduled.
6 votes -
Linking to Google Maps
We would like to link to Google Maps for scheduling sales reps/pre-walks/and installs with the map to map out their days.
6 votes -
Separate calendar entries from tasks
Want to the ability to schedule meetings, job events and recurring appointments separate from tasks. When creating a meeting in Google calendar and using the syn function, it will automatically setup hundreds of task unless you make the task type Meeting as the default. It is then difficult to create automation for tasks because users overlook changing the task type. It would be beneficial to treat the calendar like a calendar and allow for recurring meetings, conflict notification, calendar sharing etc.
6 votes -
Calendar list view (vertical or horizontal) of each team member with the respective jobs/tasks
Option in JN to allow the calendar to list each team member as a line item with their jobs/tasks/etc next to them.
6 votes -
Work Orders Sync on other Calendars
Can you work on having Work Orders sync to integrated calendars. We can only see work orders on JN calendars, why not be able to visualize them on Outlook or Google calendars similar to tasks?
6 votes -
Please add a search field by CITY on the task calendar
It would be so very helpful to be able to search by city on the calendar
6 votes -
Improve calendar view
Even on a large monitor the month view on the calendar is very hard to read. There is a ton of white space, yet the jobs are cut off or displayed in such a way that you can't even tell what it is. When you click on the job and you get a preview screen on the right side the view gets even worse. That's all on a desktop. The app view is basically unusable.
6 votes -
Options for Printing Calendars
User would like to be able to select a calendar date range and export it to a PDF or print.
Currently when downloading the PDF, it only shows the calendar. Nowhere does it indicate the month or year.
6 votes -
Add date and time to daily task email
Every morning I get an email with a list of my tasks to do but none of them have a date or time associated with them. They simply say due today or overdue.. It can't be that hard to add a date and time for these tasks that are/were all on my calendar. Without that I have to physically go into my calendar to see when they were due.
6 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.
6 votes -
Schedule Work Orders Directly from Calendar
Would love to be able to Schedule Work Orders Directly from Calendar
5 votes -
Filter / Searchable Calendar
It would be beneficial to have a searchable calendar. We manage numerous jobs, each often involving multiple trades. Being able to filter the calendar by job name would allow us to view the entire timeline of a job from start to finish, instead of seeing every single item assigned to the subcontractors or crews, or having to look under Tasks as a list.
5 votes -
Tasks on Calendar
It would be great if when tasks are created, either individually or through automation, they could be selected whether to show on the calendar view or not. Many tasks that we like to have are more so a check list and reminders, not appointments or day-specific, so they greatly clog up the calendar view and distract from actual calendar items like appointments. While we can filter them out within JobNimbus, when using Google Calendar or others, this isn't possible.
5 votes
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