Calendar & Tasks
172 results found
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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.
7 votes -
Ability to Add Documents to Tasks for Calendar
I saw where this was turned down due to a lack of community interest in the past. To whomever makes those decision, I politely ask that you consider that most people in construction companies do not spend most of their time submitting feedback to this forum. There are most likely a limited number of users who participate here, and those participating users hear and issue complaints/suggestions for the companies as a whole.
Now....
It would be great if we could add Job Documents to tasks in such a way that they could sync to Google Calendar. We do not have…
7 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.
7 votes -
Show Contact Phone number on calendar tasks
I want to be able to show other information on the task in calendar view. Like the phone number as well as the address
7 votes -
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 -
Ability to Add Notes to Tasks on Mobile
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.
7 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?
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 -
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
7 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.
7 votes -
Ability to Save Calendar Filter Settings
It is frustrating having to constantly click dozens of boxes every time we want to change from Sales to Production Scheduling in the calendar. There should be the option to "Save View" and name it Production View or Sales View or Admin View.
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 -
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 -
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.
6 votes -
Calendar Permissions
I would like to be able to give my team members permissions to be able to view each other's calendars and tasks without their being able to see each other's jobs and contacts.
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 -
Cleaner Calendar Blocks
If a task has multiple people assigned to it, it should only show up as one block on the calendar and then list the people that are assigned to it. Instead of having 10 tiny blocks that flood the calendar for one meeting that everyone is in so we can't see what is going on because there are so many blocks for the same task.
5 votes
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