24 results found

1. 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 votes

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   0 comments  ·  Tasks  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Not enough community interest.

2. 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 to mention that having that information easily available under Tasks Tab would substantially increase efficiency as we would not have to switch between pages to find out who created the task and when.

   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… more

   9 votes

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   2 comments  ·  Tasks  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Not enough community interest.

3. Tasks show with initials/user designation

   When setting tasks and assigning them when these tasks are shown on the calendar view the only way of knowing who the task is assigned to in this view is by the colour coding or clicking on the task. It would be really great in the calendar view if the initials of the person/persons assigned were shown on the task. We at present put the initials in the description but this is open to human error and hence if this was authomatically done when assigning the task to individuals it would be really great.

   1 vote

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   0 comments  ·  Tasks  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Not enough community interest.

4. Need the abilty to send emails from within tasks, ie. Appointment Confirmations

   I'd really like the ability to send appointment confirmations and use the data in the task (ie. date, time, sale rep, etc...) using a template. Currently there is no way to send an email from a task, or to use the field placeholders that are available when creating templates.

   1 vote

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   Declined  ·  1 comment  ·  Tasks  ·  Delete…  ·  Admin →