JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Calendar & Tasks

  1. 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 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  3. "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.

    1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  4. Custom postpone options for tasks

    Allow us to customize the postpone options in the task action menu.

    1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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

    2 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add date and time to daily task email

    Every morning I get an email with a list of my tasks to do but none of them have a date or time associated with them. They simply say due today or overdue.. It can't be that hard to add a date and time for these tasks that are/were all on my calendar. Without that I have to physically go into my calendar to see when they were due.

    5 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Custom Task Fields

    I want to add a field on a task so the address shows or a field where I can manually input that information.

    2 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    10 votes

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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 votes

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    1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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)

    17 votes

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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.com

    It would also be nice if the task could not be closed until all sub tasks are completed.

    10 votes

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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  12. Calendar Preview When Creating Tasks

    Be able to see calendar when setting up tasks to make sure an open time can be selected

    10 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →

    You can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.

    Thanks for the suggestion!

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