Calendar & Tasks
23 results found
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Gantt Chart / Scheduling Dependencies
Allow scheduling though gantt charts and/or dependencies.
Calendar needs to have dependencies. We have 41 team members and doing 1,000's of jobs per year. When we get them all on the schedule then have a delay for any reason we have to manually move each and every job. Its getting near impossible to continue doing this that way. They need to be able to have dependencies so when one job moves a day then all the jobs scheduled after that move a day. Reference to "smartsheets".
Ex. I assign the foreman jobs as they come in. That foreman looses 2…
59 votes -
Weather Conditions on Calendar and Events
I wish JN's calendar showed the weather forecast for the city that the jobs are scheduled in.
51 votes -
Confirmation and Notification for appointments being moved on calendar - Undo Option
If an appointment on the calendar gets moved, either accidentally or on purpose, there is no notification for it. So especially if it is accidental nobody knows that it was moved/changed. This happens A LOT.
45 votes -
Color code different item/object types on calendar
to be able to make certain schedule items one color (example blue) and all repair schedule items another color (example red). It will make it easier to look at the calendar.
44 votesCurrently each item on the calendar is colored according to the assignee, but we always exploring new ideas and ways to better represent the information on the calendar.
In the meantime, you can use icons in Task Type and Contact/Job/WO workflow settings to help distinguish between different types of items on the calendar.
Thanks!
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Show Subtasks underneath Tasks in lists
I think this would really simplify listings and reports. It would also make it easier in the calendar display to show subtasks listed under their parent tasks. For example:
System construction (Task)
task1 (subtask)
task2 (subtask)
Electrical construction (Task)
elec task1 (subtask)
elec task2 (subtask)23 votes -
Sort Tasks newest to oldest
I do not need to see what I have accomplished I need to see new tasks as they come in, sorting tasks newest to oldest would be a great help.
21 votes -
Auto Create Tasks of Certain Task Types with Sub Tasks
Long and short;
Not only allow Jobnimbus to create different task types, but also the ability for the task types automatically created to have information pre-populated and automatically have sub tasks in the task.For example;
Task is Send in XXX Document
Sub Task; Fax document to xxx-xxxx
Sub Task; Email Document to xxx@xxx.comIt would also be nice if the task could not be closed until all sub tasks are completed.
21 votes -
Monthly Calendar View - present week at top
It drives me crazy that I have to scroll down to get to the current week in my calendar rather than having the present week at the top of the page. I like to look at the calendar in the monthly view but I want this week to be the top week rather than the first week of the month.
19 votes -
Holidays on Calendar
Have major Holidays listed on the calendar
18 votes -
Work Order Calendar Sync
We can sync most activities to Google Calendar, but Work Orders to do not push - since the sales rep and sub are assigned, if these could push it would greatly allow both to be more organized.
17 votes -
Work Orders on the Calendar Should Fade After Completion Like Tasks Do
When a Task is completed, it becomes slightly faded out on the calendar to more easily differentiate between completed tasks and incomplete tasks. This would be a great feature to add to Work Orders. They would look normal until they were marked as "Complete" at which point they would fade slightly but keep their place on the calendar.
16 votes -
Option to Hide All Completed Items on Calendar (Work Orders, etc)
Once work order is complete it will be removed from the calendar but stay on the contact.
13 votes -
Task Templates
It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.
12 votes -
Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Goggle calendar.
Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Google calendar.
11 votes -
Provide the option to colour code tasks
I run the business myself and when looking at my overall week it would be invaluable to be able to differentiate between tasks via colour. At the moment you only provide the function to colour code team members but like I said I am self employed and carry out all duties myself. Having a clear image of how my time is being spent would ensure I know I have made time for essential tasks... a small icon just isn't enough.
11 votes -
task reminder
Push notifications for tasks to remind us when they are due. We should get a notification on our phone like we do with Apple Reminders. Set tasks, reminder date/time, then be able to check complete, or remind again in 1 hour, 1 day, etc.
Thank you!7 votes -
Customize Task List
I would like to be able to filter out High Priority tasks, tasks dated today, etc. in my task list.
5 votes -
Calendar Access
Limit access for a team member to look at other team members calendars. Currently any team member can view others no matter what kind of access they have.
5 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
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