Calendar & Tasks
167 results found
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Option to Hide All Completed Items on Calendar (Work Orders, etc)
Once work order is complete it will be removed from the calendar but stay on the contact.
13 votes -
Holidays on Calendar
Have major Holidays listed on the calendar
20 votes -
Color Coding Tasks on the Calendar Based on Task Type
to be able to make certain schedule items one color (example blue) and all repair schedule items another color (example red). It will make it easier to look at the calendar.
63 votesCurrently each item on the calendar is colored according to the assignee, but we always exploring new ideas and ways to better represent the information on the calendar.
In the meantime, you can use icons in Task Type and Contact/Job/WO workflow settings to help distinguish between different types of items on the calendar.
Thanks!
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Calendar Preview When Creating Tasks
Be able to see calendar when setting up tasks to make sure an open time can be selected
18 votesYou can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.
Thanks for the suggestion!
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Gantt Chart for Scheduling Dependencies
Allow scheduling though gantt charts and/or dependencies.
Calendar needs to have dependencies. We have 41 team members and doing 1,000's of jobs per year. When we get them all on the schedule then have a delay for any reason we have to manually move each and every job. Its getting near impossible to continue doing this that way. They need to be able to have dependencies so when one job moves a day then all the jobs scheduled after that move a day. Reference to "smartsheets".
Ex. I assign the foreman jobs as they come in. That foreman looses 2…
66 votes -
Reminder or Alert feature in Calendar
We should be able to set reminders/alerts on scheduled items to notify the assignee(s) before the due date.
Example: Remind me 15 minutes before scheduled appointment.
55 votes -
Recurring Tasks/Events In Calendar
Trying to schedule a weekly business meeting that happens at the same time every Friday and I do not have the option to have this as a recurring or repeating event.
236 votes
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