Calendar & Tasks
139 results found
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Contact Start Date - Visible on Calendar
The contact date now shows up on project tiles on Nimbus Boards which is great. However, we aren't able to use this feature as our way of project scheduling because this field doesn't show up on calendar. Don't want to have to duplicate entry of entering start date on contact's page and create an install task just so I can see it on Boards and Calendar.
It seems that Contact's start/end date is intuitive that this is the project scheduled date so we don't want to create a task for it, but rather have that contact's start/end date be the…
2 votes -
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 -
WO display name on calendar
Be able to change what the work order displays on the WO on the calendar
2 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 -
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
5 votes -
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 -
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 -
Display Work Order Notes on Calendar
wants to add notes to a work order and for them to display on calendar
2 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 -
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 -
Color Code Map View
Currently, when you click on "map view" it just displays a bunch of red markers on the map. It would be very helpful to change these markers to the color that the user is assigned to in the calendar.
5 votes -
Ability to cancel tasks
Ability to select 'Cancel' on tasks instead of the other current options: delete, postpone or complete.
3 votes -
Ability to customize/change the priority types of tasks.
Ability to customize/change the priority types of tasks.
3 votes -
2 votes
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Template Fields within Task Names
I would like to insert a template field for a task name so that I can see the job number automatically, without having to manually update it. i.e creating a task type with the default name "{{JobNumber}} - Task" and it automatically fills in that job number.
2 votes -
There should be a way to upload an existing eagleview to allow you to create a smart estimate
There is no way to upload or re order an eagleview to Job Nimbus in order to create a smart estimate. If an eagleview was previously ordered through eagleview and not Job Nimbus, there is no way to use it for a smart estimate and has to be done manually. Job Nimbus should allow the upload of the CSV file in order to pull the values for the smart estimate.
2 votes -
Calendars specific to Sales Only, Service Only, Production Only.
The ability for people to turn off what they don't want to see has value, but for those who need to see everything, it would be easier if Sales, Service and Production had their own dedicated calendars,
2 votes -
Customize Task Daily Digest
The Daily Digest of tasks seems to be sent early in the morning each day, but has no relationship to my schedule or business hours. I would like to be able to customize the delivery time, and maybe even specify what task types I would like included in my Daily Digest
4 votes
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