Calendar & Tasks
174 results found
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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.
4 votes -
Template Fields within Task Names
I would like to insert a template field for a task name so that I can see the job number automatically, without having to manually update it. i.e creating a task type with the default name "{{JobNumber}} - Task" and it automatically fills in that job number.
4 votes -
Ability to cancel tasks
Ability to select 'Cancel' on tasks instead of the other current options: delete, postpone or complete.
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 -
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
4 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.
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 -
freeze top portion of calendar
Freeze the top portion of the calendar so you can still see the month and other controls without having to scroll back up to the top.
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 -
Multi person task
Multiple people assigned to a task should require each person to mark complete before the task is cleared.
3 votes -
Revert Search Bar function
Please, in the name of all which is holy, revert the function of the "Search" field so it doesn't pop up a sub-window in the middle of the browser! Or, failing that, make it a configurable setting on a per-user basis: Old functionality, or new.
We're receiving multiple user complaints about the new Search window pop-up, primarily that there's no easy "one-click" filter button (e.g., 'Jobs' or 'Contacts') as in the previous implementation. This leads to a lot of scrolling and mis-clicks.
3 votes
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