Calendar & Tasks
66 results found
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Ability to Customize Task List on Contacts/Jobs
It would be great if we were able to edit the fields displayed in the Tasks Tab under the job/contact folder. Currently, the amount of information displayed in the "task information" column is limited. Each task only displays "task name", "description", "assigned to" and "related jobs". It would be beneficial to include further information such as "created by" and "date created".
I understand such information can be found once we open a specific task, however I have been instructing my team members to avoid opening tasks in order to avoid getting lost and adding attachments/notes in the wrong page. Not…
9 votesNot enough community interest.
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Adding Documents To Task
Attach a document to a task. Either a doc that is in a job or a doc that is on a device.
6 votesNot enough community interest.
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Choose what events sync as from Google
The ability to choose what events from Google sync as. (ie. tasks, work orders, etc.)
5 votesMerged with other ideas, fixed, or declined.
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Automated Tasks to land only on Weekdays
When creating a time-based automation where a task is created X days after the initial trigger, there needs to be a way to ensure that the task will not land on a weekend. Example: if a task is created 3 days after a status change, and the status change happens on a Thursday, there should be a way to ensure the task will land on the following Monday instead of Sunday.
5 votesMerged with other ideas, fixed, or declined.
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"Assign to" drop down menu
When assigning a task you have to manually start typing in the person's name that you want to assign. Other places in JN you can select a team member's name from a drop down list (ie salesman, assigning work orders, etc). Seems like a simple improvement considering the code is already written for other drop down lists within the software.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Ability to Cancel Meetings (use Strikethrough on Calendar)
If a meeting is cancelled, show it as a strikethrough on the calendar.
Otherwise viewing the calendar is misleading because you can't tell if an appointment has been cancelled.A strikethrough is preferable to deleting the calendar entry because it leaves an 'audit' trail of cancelled meetings.
5 votesNot enough community interest.
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Ability to hide future tasks/appointments on calendar
When organizing dispatching leads, at times we do not need sales staff to see how many appointments are in the future. It would be useful to be able to hide the future tasks and appointments.
4 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Have the ability to edit and delete tasks as a batch
Would like to option to select several completed tasks and delete them from the list as a batch rather than deleting each task individually.
4 votesMerged with other ideas, fixed, or declined.
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Real time updating
It would be great if the calendar would update in real time. I use split screens and will have the calendar always open. As I make changes to job work orders, material order, etc I have to always remember to refresh the calendar or I will be looking at an out of date calendar.
4 votesMerged with other ideas, fixed, or declined.
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Template Field for Notes added to Task
Would like to be able to include the contents of notes added to Tasks inside of my Templates; this would help with internal communication
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Ability to use groups in the 'Assign to' field when creating tasks in Calendar.
Ability to use groups in the 'Assign to' field when creating tasks in Calendar.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Verification Prompt for Calendar
It would be great if JobNimbus could add an option for a verification prompt whenever items are moved on the calendar given it is so easy to inadvertently do so on a touch screen while trying to scroll.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add Other Address to Tasks
We would like to be able to add additional addresses to a task; such as an additional task field to manually input a task if the address is not associated with a specific contact.
3 votesMerged with other ideas, fixed, or declined.
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A comment when completing a task
When one clicks on a task to mark it complete, it would be very useful if you would get a popup window with a Comments section, a Cancel button and an Accept button. It would be nice to collect final notes when closing the task and also provide the opportunity to cancel if you clicked the Completion checkbox by accident.
3 votesMerged with other ideas, fixed, or declined.
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Show All Events for each day on Month View (Calendar)
The calendar truncates each day to a certain number of visible events. If you want to schedule from the month view and you have more than the viewable number of events on a given day, you have to click the (•••) button which takes you away from the month view to a day view.
This can cost time by having to juggle back and forth between views. Either remove the truncation or allow scrolling on each day once events go beyond a certain viewable limit.
3 votesNot enough community interest.
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Advanced calendar features
Currently syncing with Google calendar because of the ability to layer with other calendars but would love to have this integrated. Other great features would be to have the ability to "pin" a task, say an appointment that wouldnt move, create buffers around tasks- for transitioning etc, move other tasks that could go around pinned tasks as opposed to overlapping, setting completely customizable work hours and allowing tasks to only fill this time, being able to "push" other tasks when moving a task for rescheduling, and when a task is moved to the end of the work day it would…
3 votesNot enough community interest.
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Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links
Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Prevent Completed Tasks from Being Deleted from Calendar
It would be great if JobNimbus had a setting to prevent completed tasks from being deleted from the calendar
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Removing ability to double book appointments/tasks
Would like the ability to block employees from booking appointments or tasks when there is a conflicting event on the schedule.
A toggle either turning it on or off would be the best option. Company wide or teams ability would make the most sense for the execution.2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Reoccurring/Multi day Tasks/Installations
Instead of ribbon at top of calendar, allow task to take up entire work day.
2 votes
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