Calendar & Tasks
188 results found
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View financials on Calendar. Display options on calendar similar to boards
I would like to view my financials on the calendar. I have a certain sales goal I try to schedule for each day and it would be helpful to see it on the calendar. Right now I have a job scheduled board where the job cards display the latest financials (estimate and invoice) but it’s difficult to switch back and forth when I’m trying to schedule jobs.
2 votes -
Simple text only *(edited @time by @user) history log would be helpful.
Edit History
Stage 1 (super easy)
Simple text only *(edited @time by @user) history log would be helpful.Stage 2
Could make Edit history (only shows if true) expandable to show the history of changes.Could roll out Edit history across other features as well if relevant - this helps companies maintain transparency which would be appreciated.
2 votes -
Color Code Work Order Statuses for Production Scheduling
We want to start using the Work Order statuses and boards, but are struggling to manage them from the calendar. We would like to have an option to color code them by their type and their status.
2 votes -
Contact Start Date - Visible on Calendar
The contact date now shows up on project tiles on Nimbus Boards which is great. However, we aren't able to use this feature as our way of project scheduling because this field doesn't show up on calendar. Don't want to have to duplicate entry of entering start date on contact's page and create an install task just so I can see it on Boards and Calendar.
It seems that Contact's start/end date is intuitive that this is the project scheduled date so we don't want to create a task for it, but rather have that contact's start/end date be the…
2 votes -
WO display name on calendar
Be able to change what the work order displays on the WO on the calendar
2 votes -
Display Work Order Notes on Calendar
wants to add notes to a work order and for them to display on calendar
2 votes -
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 -
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 -
PIN TASK ON ACTIVITY
ABILITY TO PIN THE NOTES ON TOP OF PAGE SO IT DOESNT GET LOST WITH TIME
1 vote -
ADD TO THE CARD ON BOARD SUBCONSTRACTORS
ADD TO THE CARD ON BOARD SUBCONSTRACTORS
1 vote -
Add holidays on the calendar
Add holidays on the calendar, because for scheduling reason its not marked and you schedule on holidays withut noticing
1 vote -
Automation to be triggered with start date of work order
I create work orders using the dumpster delivery date as the start date. I would like to automate a reminder after 1 week to remove the dumpster. Currently, I'm getting the reminder triggered on the day I create the work order, but the dumpster delivery isn't actually several weeks out. So, my reminder to remove it is being sent before the dumpster arrives.
1 vote -
Task Auto-Assignment
I create a lot tasks throughout the day for our sales team on projects. Every time I create a task, I have to remove myself and then add the sales rep. It's a pain to have to always remove myself. Can this field either auto-pop with the sales rep or just not at all? This could be a setting in the Tasks to choose an auto-assignment or to just leave blank.
1 vote -
Would like tasks/jobs to show up immediately when added to calendar
When adding a task, job or contact to the calendar we have to refresh the page for it to display. Years ago, I don't remember this being an issue. Would like items added to calendar immediately displayed. There is concern for double booking jobs or sales appointments.
1 vote
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