Calendar & Tasks
173 results found
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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 -
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 -
default to only seeing my own tasks on the mobile app calendar on Android
Our admin and sales team members's access profile grants them Full Access (so they can see all team member's tasks).
When I view the calendar on the Android mobile app, I see a whole bunch of tasks that aren't assigned to me, but rather are assigned to other team members (image 1). If I view my calendar options, I only see my own calendar selected (image 2). It does not make sense that I'm therefore seeing other folk's tasks.
After some trial and error, I found that if in my calendar options I add the calendar of my other team…1 vote -
Group Settings for Calendar
It would be nice to have filters and group settings for the calendar. Daily we need to see the schedule for sales and service and projects. Every time you look at the calendar you have to check and uncheck a dozen boxes. It would be nice to have a group filter where you can see just sales reps calendars, or just service calendars, etc.
1 vote -
Search Bar on Tasks
I would like to have the ability to have a search bar on the tasks page. I know this can be done through a report but a search bar would be so much easier. For example, if I want to see all the tasks titled "Create Warranty", I can just use the search bar to find them all instead of creating a report.
1 vote -
Task Time Tracking Missing on New Jobs Experience
The ability to log time used to be accessible from the job page, but since the new update, it isn't. Requesting that this feature be reintroduced
1 vote -
Photo gallery option needed
The option to see photos in a gallery format would be extremely beneficial for the in-house managers.
1 vote -
Ical has no security
The Ical is public which means if someone has the link it can be viewed without logging in. It would be optimal to have the security option to make it private to secure the account.
1 vote -
I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance c
Hi Justin,
I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance companies based from the pictures taken and uploaded into the job?
Can address be auto populated once I start typing in the first part of the address?
Lastly, how can I select the type of job for example: siding, roofing, gutters, windows, painting, etc.?1 vote
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