Adding a new task type:
Sample Calendar Icon View:
2) Creating Tasks:
After you have set-up any additional custom tasks that you need, or are satisfied with how your tasks are labelled you can create tasks on a contact/job. You can also create tasks for colleagues.
There are several locations to create tasks:
To the left of the main JobNimbus search bar:
Task tab on a Contact or Job:
Sample task on a job:
You can be notified of tasks if you have them checked off. All users who have the task reminder checked will receive a reminder at 3 AM MST. One week old tasks to +1 day, receive reminders.