Calendar & Tasks
146 results found
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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 -
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.
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 -
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 -
all day events that dont take up time slot space
All-Day events that dont take up time slot space in a WEEK view. I will have installations and inspections that have no specific time slot, it would be nice to see them in an all-day area like calendars typically show.
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 -
Shared Tasks
I would like to create a shared task to multiple people without one of the people completing the task for everyone.
4 votes -
Automatically relate contact to task within job
It would be helpful to automatically relate the job AND contact to the task within the job.
4 votes -
Filter calendar by contact
I would like to be able to filter my calendar by tasks related to one specific customer instead of tasks for all customers.
4 votes -
Calendar display
My calendar currently displays at a set height for the week/day, regardless of the number of tasks displayed. I have to scroll down to the bottom of the screen to access the "Today" and "Show Options" buttons. Can you either move these buttons to the top of the screen, or maximize the screen view by making the height of the week/day fit what is displayed?
4 votes -
Change Calendar Layout
I would like to change the calendar layout since it is just more familiar to have Sunday-Saturday instead of Monday-Sunday.
4 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.
4 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.
3 votes -
Time Tracking for individual jobs - Clock in and out of Jobs
I know that time tracking is offered via tasks. It would be helpful to have a feature that allows employees working on a specific job to clock in and out of jobs to monitor their actual time spent versus predicting and then reconciling how long it took. Tts too many step with the Time Tracking as it currently is.
3 votes -
Custom Field Security Settings
There needs to be an option when creating a custom field to set security or privacy so certain fields can not be viewed by specific users or specific user groups.
3 votes -
Task Drop down and calendar
Because you have to create specific task types, there starts to become a lot of task types. I think it would be a good idea to be able to choose tasks to hide from the drop down menus but also be able to see all task types in the calendar.
3 votes
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