Calendar & Tasks
172 results found
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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.
27 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.
5 votes -
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.
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.
3 votes -
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…
2 votes -
We need to search by phone number.
We sometimes get calls without a caller ID. Or voice mails that are garbled. Why can't we search our records for a phone number?
16 votes -
Task back/ Notification once a user completes a task
Would love like a checkbox flag you could press, that says "Task Back" or similar. That when you create a task for a user, you can check that flag. Then once that initial task is completed, the creator of the task is notified or a new task is created for them to review the work completed.
2 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.
6 votes -
Sort Tasks Geographically
Our guys like to do the task in the North part of our region one day and the tasks in the South part a different day. Some stuff is not time sensitive like : we forgot to get a photo of the finished project - Do it next time you are in the area.
13 votes -
Work Orders NEED to Sync with Calendars
This is an ongoing request for 4 years now, why hasn't JN not fixed this?? Major flaw of JN. Work Orders have the option to schedule a date to start the work, so it's like setting an appointment. Why is this not synced to calendars?
Doesn't make sense.8 votes -
Ordering a Hover report via mobile
We can order an Eagleview report via mobile but not a Hover report.
Our current work around is to open the mobile browser and order a Hover on the web version of JN website.
The importance of originating the Hover from JN is so all photos taken sync correctly with CompanyCam and JN projects.
1 vote -
Multi person task
Multiple people assigned to a task should require each person to mark complete before the task is cleared.
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 -
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…
1 vote -
Better Task View/Task Dashboard
It would be great to have a Task Dashboard where we can view all of our tasks..but that has them separated by job. So you can see them all at one time...but per job. Not just a big list of tasks
2 votes -
Placeholder Tasks on Calendar
Want the option of making tasks busy tasks or not busy tasks. Essentially one that will show on the calendar but wont take up time or leave the rep as busy during that time
2 votes -
Multiple users to one task configuration
When you assign multiple users to a task and one user completes it, it will complete it for every user assigned. In some cases, this isn't ideal, and it would be nice to configure the task to require every user assigned to complete the task before it disappears.
3 votes -
Multiple start and end dates for jobs
Currently you can only add one start date and one end date for a job. But some jobs span multiple dates, but not the days in between. It would be great to be able to add multiple start and end dates for a single job.
20 votes -
Copying Estimate Sections to estimate tabs.
It would be ideal to have the option to Copy estimate section details & line items to a new tab instead of having to recreate a bunch of line items on each tab (good, better, best tabs).
4 votes
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