Calendar & Tasks
129 results found
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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 -
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.
4 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.
3 votes -
athomas@pfeiferroofing.com
Calendar: Map:
We need to have the ability to view the map and filter it by Job Type, Job Status, Contract Signed Date, & Salesperson.
This would allow us to know where we are doing well, where we are not doing well, who is doing well in certain areas, what services are more successful, and where to spend marketing dollars.
3 votes -
Custom Filter Profiles for Calendar
I would like to have filter profiles on the Calendar so I can quickly switch back and forth between which options are selected to view. My manager needs to select say all the crews to see if the crews are scheduled out and when we can scheduled jobs.
but then he may also need to select 10 sales reps, and to swap between these is tedious and leaves room for error. going down the list alphabetically by name can lead to forgetting people.
3 votes -
Organize Tasks
I would like to be able to rearrange the order of the task list that shows up under a contact/job.
3 votes -
Automate a Job to change status when all tasks are completed
It would be extremely helpful for a Job to change Status when all tasks are completed. We have many tasks that may not be completed in the same order every time, so it would be extremely helpful for a Job to automatically change Status when every task is completed.
3 votes -
Contact phone number & email address visible on Job page
I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.
3 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.
3 votes -
Ability to customize/change the priority types of tasks.
Ability to customize/change the priority types of tasks.
3 votes -
Task should be visible in Activity
I wish tasks would show up in the activity so when asking a rep what is going on, I don't have to look multiple places.
3 votes -
Filter Tasks that are Synced with Google Calendar
We don't need every type of task synced with our calendar... just appointments. Currently, there is no way to filter the sync so that we can clearly see just the tasks we want to see on our Google Calendar.
3 votes -
Tasks would feel more like tasks rather than calendar inputs. Syncing task to google calendar tasks
The jobnimbus calendar could be clearer. Google Calendar is the preferred method because of its more user-friendly formatting. Tasks created in jobnimbus should be presented as tasks within the google calendar, not appointments on the calendar unless a specific time has been assigned for the task.
3 votes -
Notifications for unassigned Tasks
There should be a way to get notified if a task is created and nobody is assigned to it. for example if I have an automation create a callback task, but nobody has been assigned to the job, the task doesn't have anybody assigned to it, and I have no way of knowing. I need a way to be notified of these tasks
3 votes -
Pre-Set Templates
We have a set of templates that we need for each job. Things that need to happen every time a customer is signed.
3 votes
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