Calendar & Tasks
178 results found
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Task Time Tracking Missing on New Jobs Experience
The ability to log time used to be accessible from the job page, but since the new update, it isn't. Requesting that this feature be reintroduced
1 vote -
Better Task View/Task Dashboard
It would be great to have a Task Dashboard where we can view all of our tasks..but that has them separated by job. So you can see them all at one time...but per job. Not just a big list of tasks
2 votes -
Placeholder Tasks on Calendar
Want the option of making tasks busy tasks or not busy tasks. Essentially one that will show on the calendar but wont take up time or leave the rep as busy during that time
2 votes -
Multiple users to one task configuration
When you assign multiple users to a task and one user completes it, it will complete it for every user assigned. In some cases, this isn't ideal, and it would be nice to configure the task to require every user assigned to complete the task before it disappears.
3 votes -
Multiple start and end dates for jobs
Currently you can only add one start date and one end date for a job. But some jobs span multiple dates, but not the days in between. It would be great to be able to add multiple start and end dates for a single job.
20 votes -
Copying Estimate Sections to estimate tabs.
It would be ideal to have the option to Copy estimate section details & line items to a new tab instead of having to recreate a bunch of line items on each tab (good, better, best tabs).
4 votes -
MONTH AND YEAR
The month needs to be printed on the Calendar when printing.
4 votes -
Custom date
Be able to add custom date field to jobs and have the option for the date to appear on the calendar or not
2 votes -
Job tasks, in the "default name" add the "insert template field" to allow the task to default the name of the customer, help on the calendar
Job tasks, in the settings "default name" add the "insert template field" option to allow the task to default the name of the customer. This will help when viewed on a Google calendar
2 votes -
Allow the monthly calendar view to not show weekends
Currently in the profile settings you can enable a check box to not show weekends. This only applies to the calendar when you are viewing it as weekly. If you switch to monthly it still shows weekends. Is there a way to allow that functionality with week view for calendar also to carry over to the monthly view?
2 votes -
when uploading document that triggers an automatic task creation have that document auto attach to that created task
when uploading a document with a caterogy that triggers an automatic task creation, have that document auto attach to that created task.
2 votes -
Scheduling Enhancements
Open up outlook calendar, color coding jobs product and partner, job type, that kind of thing. more options on that end.
OR
Flexible color coding based on task.9 votes -
17 votes
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Task Feedback
It is a bit frustrating for us that we now have to delete a recurring calendar events (or an event that is further down the road months away) and hope people remember those events and not schedule anything during that time since otherwise everyone's task lists get clogged with future meetings and calendar events. Is there a way that you know that we can sync only some events with JN? We currently need them sync'd back and forth between the other platforms.
4 votes -
Have options for how the Calendar is organized
Have an option where we can organize the calendar by Crew. Where we can organize row by row by crew and not organize it by the size of the job. Wayyyy more confusing. The color organization when managing multiple crews with multiple jobs looks very chaotic and very hard to follow. The only thing I can change is which crew is what color? Would expect a little more options in this area to fit peoples preferred organizational layouts.
12 votes -
Ability to add additional sections to the left pane of the calendar
Currently set as
Team Members
Subcontractors
Calendars
Quick NavigationWe would like a section just for Sales Advisors. This would make it easier for Lead Intake to manage the Sales appointments. Or, possibly a calendar devoted only to Sales?
2 votes -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…2 votes -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…2 votes -
Filter / Searchable Calendar
It would be beneficial to have a searchable calendar. We manage numerous jobs, each often involving multiple trades. Being able to filter the calendar by job name would allow us to view the entire timeline of a job from start to finish, instead of seeing every single item assigned to the subcontractors or crews, or having to look under Tasks as a list.
12 votes -
Spreadsheet-like tool
Currently, if I want to know where I'm at with tasks I have to open each individual job card, which gets to be pretty cumbersome when you have a lot of jobs going on at once. It would be amazing to have a spreadsheet-like tool where all of your job tasks could be viewed in a snapshot. I'm using an excel spreadsheet right now because it's just so much easier to keep track of dumpsters, material orders/pickups, permits, etc.
10 votes
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