Calendar & Tasks
192 results found
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Private Calendar Settings
There needs to be an option to mark certain events as private. Personal events, sensitive conversations (HR), etc. Right now, everyone can see EVERYTHING.
4 votes -
Create Task Types "On The Fly"
Currently, if I am setting up automated tasks and I discover I need a new task type I have to back out of the Automations page, go to the task Type page, create the task type, find the new task type (it appears in a random spot), manually drag that task type to where I want it on the list (I may have to do this multiple times because I can't scroll down while dragging the task type), then refresh the page before going back to the Automations page to resume what I was doing. This is INCREDIBLY tedious and…
1 vote -
Limit Scheduling Job to Working Hours
JN allows jobs to be booked afterhours!!!!!
Please remove the ability to book afterhours from the dropdown box on the job side.
8 votes -
Organize Tasks
I would like to be able to rearrange the order of the task list that shows up under a contact/job.
3 votes -
Remove "Days" From Time Tracking on Tasks
I would like to be able to track time spent on tasks in hours and minutes and drop the 'days'. Currently, 8 hours converts to one day, and I would like to keep it in hours instead.
1 vote -
Set tasks to be done by Job position instead of assigned to or a specific person.
As it currently stands a task can only be automated to assign to 'assigned to' or a specific person. It would be extremely helpful(and your competitors do this) if you could automate tasks to 'Salesperson' or 'Estimator' or 'Office Admin' and that way we don't have to constantly change the assigned to field during the workflow to get tasks assigned properly. A specific person is not good because depending on how the job came in or location that specific person may or may not be the right person to have the task assigned to.
2 votes -
Ability to Add Documents to Tasks for Calendar
I saw where this was turned down due to a lack of community interest in the past. To whomever makes those decision, I politely ask that you consider that most people in construction companies do not spend most of their time submitting feedback to this forum. There are most likely a limited number of users who participate here, and those participating users hear and issue complaints/suggestions for the companies as a whole.
Now....
It would be great if we could add Job Documents to tasks in such a way that they could sync to Google Calendar. We do not have…
6 votes -
Contact Name on Work Orders on Calendar and Map
When viewing work orders on the map in the calendar, the contact name doesn't appear. Can we add that information?
1 vote -
Automate a Job to change status when all tasks are completed
It would be extremely helpful for a Job to change Status when all tasks are completed. We have many tasks that may not be completed in the same order every time, so it would be extremely helpful for a Job to automatically change Status when every task is completed.
3 votes -
Contact phone number & email address visible on Job page
I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.
3 votes -
Ability to search amount of visits - Calendar
Ability to type a contact into calendar and see all the times the tech would have been there
4 votes -
Separate calendar entries from tasks
Want to the ability to schedule meetings, job events and recurring appointments separate from tasks. When creating a meeting in Google calendar and using the syn function, it will automatically setup hundreds of task unless you make the task type Meeting as the default. It is then difficult to create automation for tasks because users overlook changing the task type. It would be beneficial to treat the calendar like a calendar and allow for recurring meetings, conflict notification, calendar sharing etc.
3 votes -
Change default length of time on tasks
change the default length of time on some of our task types (like Appointment, for example) from 30 min to 1 hour
8 votes -
Disable Task Reminders for Some Task Types
I would like to be able to get task reminder emails for some task types and not others.
1 vote -
Allow Limited User Access to see tasks that aren't assigned to them
Currently "Limited User Access" profiles can't see Tasks related to the contact unless assigned even if they are designated as Sales Reps on the contact. It would be useful for the Sales Reps (who have Limited User Access Profiles) to see all tasks associated to the contact.
2 votes -
Ability to customize/change the priority types of tasks.
Ability to customize/change the priority types of tasks.
3 votes -
Display Appointments for Sales People in Columns on the Calendar
It would be much easier to look at the calendar with multiple sales people's appointments on it if their appointment times for the day were all in one column. They seem to be randomly placed which makes it tougher to tell what the gaps are and is too easy to miss one
1 vote -
2 votes
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Convert Work Order to Task
Since Work Orders don't sync to Google Calendar, and we put most of our tasks there, we'd love to get a way to convert a work order to a task, using the Start/End date and time as the Task Start/End date and time. This way our field agents can use their existing Google Calendar to see the jobs they're scheduled for, instead of having to use both GC and the JobNimbus calendar.
1 vote -
Task Categories
I would like to be able to categorize tasks in my task list on the home page.
1 vote
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