Calendar & Tasks
185 results found
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We need reoccurring weekly tasks on the calendar!
We need reoccurring weekly tasks on the calendar please. Like a weekly meeting, but we have to re-enter it every week which seems like a waste of time when calendar automation is pretty simple like on a google calendar, etc.
10 votes -
PLEASE PLEASE COLOR CODE
I will say this every day. This seems like the easiest thing you could ever add. You add all this other crazy stuff. PLEASE PLEASE let us color code our calendars to our liking. Those little icons are crazy. I want to make certain things certain colors. Having colors per employee is not helpful!!
5 votes -
Cleaner Calendar Blocks
If a task has multiple people assigned to it, it should only show up as one block on the calendar and then list the people that are assigned to it. Instead of having 10 tiny blocks that flood the calendar for one meeting that everyone is in so we can't see what is going on because there are so many blocks for the same task.
15 votes -
Color Code Different Types of Tasks
PLEASE allow color coding of different types of TASKS. (Tasks vs Meetings vs Appointments, etc)! I see this has been requested many times, but the Job Nimbus technical support person I am currently chatting with told me the requests I voted for were from years ago, so I should submit this again. Thank you for your help!
4 votes -
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.
10 votes -
Create "Add Contact" Button
Create an easily accessible "Add Contact" button to the drop down list where the "Add Job", "Add Task", and "Add Board" buttons already exist.
4 votes -
Tasks with no specific timeline
Somewhere to drop/write down tasks that need to be done but don't have a specific timeframe for them to be done. Should be able to view this during calendar view if desired and drag and drop tasks into calendar once you know when you're going to do them
5 votes -
moving projects
Options to move all items in scheduled calendar back for weather. For example, there is a Rain Day, and we have 100 jobs in the calendar, the current set up is we would have to move all jobs by hand back a day individually. If there was an option to select multiple jobs or all jobs after a certain date and move back in groups that would be very helpful.
34 votes -
Multi person task
Multiple people assigned to a task should require each person to mark complete before the task is cleared.
4 votes -
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.
15 votes -
automations should have the ability to delete tasks on related jobs
If a task is marked as complete, one of the actions should be to delete other related tasks on the same job. this would allow for multiple choice options at different stages of the process, which could change the direction of the job flow without leaving multiple unfinished tasks, or when a job status is updated to "lost" it could delete all other tasks related to the job so they dont appear on lists calendars or reports
3 votes -
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 -
Add Task to Job from Job Board
We would like the ability to add a task to a specific job from the Job Board without having to go to a different screen. The goal is to document action items quickly as we are reviewing the board. Jumping from and then back to the job board is inefficient and we lose our place. The other idea would be to allow adding of a specific note type to a job on the Job Board and then our office manager can find those notes types later and add the necessary tasks.
6 votes -
color block showing availability to schedule
An option to show when a team member's desired availability is for scheduling appointments. Not office hours- possibly a sticky note or color-coated fields for lead appointments.
1 vote -
To-Do Task Type that is not tied to a date
This would allow quick entries that we can check off like any to-do list type of app/widget. It would be awesome if it could live on the dashboard as well. For example: Being able to create a "to-do" task of materials that need to be ordered. Basically a to-do task list that doesn't require scheduling and is more for reminders/internal use.
1 vote -
Lock the job fields
The new layout for the job card has created issues for us. The old layout had the job fields locked at the top. The only way to edit was to manually select to edit the job card as a whole.
Now, with the new update and layout, job fields can be accidentally manipulated (has already happened to us multiple times).
P.S. We also feel that there is so much wasted real estate. The Job fields don't require half a page. they should be locked, and up along the banner of the page. The fields should be able to be grouped…
4 votes -
Revert Search Bar function
Please, in the name of all which is holy, revert the function of the "Search" field so it doesn't pop up a sub-window in the middle of the browser! Or, failing that, make it a configurable setting on a per-user basis: Old functionality, or new.
We're receiving multiple user complaints about the new Search window pop-up, primarily that there's no easy "one-click" filter button (e.g., 'Jobs' or 'Contacts') as in the previous implementation. This leads to a lot of scrolling and mis-clicks.
4 votes -
Real Time Calendar Updating
The absence of real-time updates to a calendar view leads our team to often schedule conflicting events because the calendar view doesn't automatically update when changes are made (whether by the same, or a different, user).
Most modern web apps are multi-user aware and provide for dynamic, real-time updates to the current view.
Please consider updating the Calendar view to dynamically update, in near real time, as changes are made.
NB: This request is specific to the Web Browser Calendar view, although the same capability on mobile devices would also be of huge efficiency benefit.
A previous suggestion https://jobnimbus.uservoice.com/forums/921073-calendar-tasks/suggestions/42547162-real-time-updating indicates…
4 votes
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