Calendar & Tasks
178 results found
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Color code calendar for specific tasks
Currently we only have the option to color code for team members. Would like the ability to color code specific tasks on the Calendar.
12 votes -
Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links
Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links
2 votes -
Appointment Results (Configurable List)
Request:
Ability to select the result of an appointment. Either the ability to configure our own list or an options list with Kept, Canceled, Rescheduled, Client No Show, Employee No Show, etc.Background:
We track how many appointments are set by our reps, now we would like to be able to track their performance. Ideally we want to gather metrics such as: which reps have a better appointment set to close rate, who has the highest cancelation rate, or which clients cancel repeatedly.5 votes -
all day events that dont take up time slot space
All-Day events that dont take up time slot space in a WEEK view. I will have installations and inspections that have no specific time slot, it would be nice to see them in an all-day area like calendars typically show.
3 votes -
Ability to edit or format the information on that appears on the calendar.
Minimal job information on the calendar would be very helpful. Please see attached example
2 votes -
Customize Task List
I would like to be able to filter out High Priority tasks, tasks dated today, etc. in my task list.
5 votes -
Ability to keep tasks visible after marking complete
It would great to be able to keep certain tasks visible to specific assignees even when its marked complete by one of the users instead of it disappearing.
3 votes -
Notification of task completion/deletion
The option to receive a notification when a task you have created for someone else has a status change. Particularly if it is deleted or completed.
7 votes -
Improve Monthly Calendar View
The view of my monthly calendar currently is elongating the days, so much so, that I can only see one week at a time. I need to scroll up or down to see another week. I discovered this is happening because one or two days have a bunch of tasks, so on the monthly version it makes all the days super long,
It would be nicer to have something like "+12 more" so i could then click on a specific day rather than needing to have every day be super long.
4 votes -
automatically set a quote task when contact is scheduled for quote and moved to estimate status
automatically set a quote task for date specific for sales rep when a start date is set for a contact
4 votes -
Include an "at a glance" view for calendar
Without having to toggle to other views, make an at a glance view where it would be able to show job or task details easier for a faster view of events. This would help not having to click into the event to see the details.
2 votes -
Ability to hide future tasks/appointments on calendar
When organizing dispatching leads, at times we do not need sales staff to see how many appointments are in the future. It would be useful to be able to hide the future tasks and appointments.
4 votes -
1 vote
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Year calendar view
We want the ability to do a year view on our calendar.
4 votes -
Seach bar on my task list
It would be great to be able to search my task list when someone calls me.
4 votes -
Calendar Access
Limit access for a team member to look at other team members calendars. Currently any team member can view others no matter what kind of access they have.
5 votes -
Inactive Users on Calendar
When I deactivate a user, I would like to still be able to see the jobs/tasks they are assigned to on the calendar.
1 vote -
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
Because, occasionally this system decides to mark all my tasks as completed making me click on each individual checkbox to uncheck the completed task. Very frustrating. Perhaps the IT department should fully test the product, again and again.
2 votes -
Time blocking in Calendar
It would be helpful to make the calendar block times for vacations, or for more than a few hours and have that time be colored in. Currently if you use a task to try do this, it does not block times.
10 votes -
Prevent Completed Tasks from Being Deleted from Calendar
It would be great if JobNimbus had a setting to prevent completed tasks from being deleted from the calendar
2 votes
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