Calendar & Tasks
167 results found
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Allow Limited User Access to see tasks that aren't assigned to them
Currently "Limited User Access" profiles can't see Tasks related to the contact unless assigned even if they are designated as Sales Reps on the contact. It would be useful for the Sales Reps (who have Limited User Access Profiles) to see all tasks associated to the contact.
2 votes -
There should be a way to upload an existing eagleview to allow you to create a smart estimate
There is no way to upload or re order an eagleview to Job Nimbus in order to create a smart estimate. If an eagleview was previously ordered through eagleview and not Job Nimbus, there is no way to use it for a smart estimate and has to be done manually. Job Nimbus should allow the upload of the CSV file in order to pull the values for the smart estimate.
2 votes -
Need more task icons to choose from when customizing tasks
I wanted to add a phone icon to the Phone Call task and discovered there isn't one. It seems like it wouldn't be too difficult to add more choices of icons.
2 votes -
Change task times
Add ability to create custom time intervals on the desktop calendar. The app allows for a 15 minute task but the desktop requires at least 30 minutes.
2 votes -
2 votes
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Include an "at a glance" view for calendar
Without having to toggle to other views, make an at a glance view where it would be able to show job or task details easier for a faster view of events. This would help not having to click into the event to see the details.
2 votes -
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
Because, occasionally this system decides to mark all my tasks as completed making me click on each individual checkbox to uncheck the completed task. Very frustrating. Perhaps the IT department should fully test the product, again and again.
2 votes -
Increase Calendar Task Size Displayed on Calendar
I am wanting to increase the size of the boxes shown in the calendar for each task. So I can see all the necessary info for the task.
2 votes -
Calendar Select/Deselect
When you select Tasks, Jobs, Contacts, Work Orders, and Material Orders on the side bar it automatically selects all of the items that you set up in your settings.
The problem is that you have to un-select all of the ones that you are not interested in seeing in your calendars which in most cases is a lot in the small window. If you could just select Tasks, Jobs, Contacts, Work Orders, and Material Orders and select only the ones that you set up in settings and it didn't automatically select all would be real useful. With still having the…2 votes -
Add Tasks from Calendar Mobile App for Android
We can only add tasks from the home page, which feels a bit limited. It would be much more convenient to add a task directly to a selected date—similar to how it works on iPhones.
1 vote -
Better Task View/Task Dashboard
It would be great to have a Task Dashboard where we can view all of our tasks..but that has them separated by job. So you can see them all at one time...but per job. Not just a big list of tasks
1 vote -
Placeholder Tasks on Calendar
Want the option of making tasks busy tasks or not busy tasks. Essentially one that will show on the calendar but wont take up time or leave the rep as busy during that time
1 vote -
Custom date
Be able to add custom date field to jobs and have the option for the date to appear on the calendar or not
1 vote -
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.
1 vote -
Job tasks, in the "default name" add the "insert template field" to allow the task to default the name of the customer, help on the calendar
Job tasks, in the settings "default name" add the "insert template field" option to allow the task to default the name of the customer. This will help when viewed on a Google calendar
1 vote -
Allow the monthly calendar view to not show weekends
Currently in the profile settings you can enable a check box to not show weekends. This only applies to the calendar when you are viewing it as weekly. If you switch to monthly it still shows weekends. Is there a way to allow that functionality with week view for calendar also to carry over to the monthly view?
1 vote -
when uploading document that triggers an automatic task creation have that document auto attach to that created task
when uploading a document with a caterogy that triggers an automatic task creation, have that document auto attach to that created task.
1 vote -
Multiple users to one task configuration
When you assign multiple users to a task and one user completes it, it will complete it for every user assigned. In some cases, this isn't ideal, and it would be nice to configure the task to require every user assigned to complete the task before it disappears.
1 vote -
Ability to add additional sections to the left pane of the calendar
Currently set as
Team Members
Subcontractors
Calendars
Quick NavigationWe would like a section just for Sales Advisors. This would make it easier for Lead Intake to manage the Sales appointments. Or, possibly a calendar devoted only to Sales?
1 vote -
Add a signature function to sending email (not templates)
It appears the whole font/style feature of nimbus is stuck in windows 1998. Limited editing options, and just looks 25 years out dated. Please update, and add a signature function to all emails, not just templates.
1 vote
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