Using Tasks and the JobNimbus Calendar to Maximize Your Time

Tasks help you keep track of your time while on the job.

JobNimbus uses tasks to help you manage your time. Create tasks for your client appointments. You can also block out times for other tasks, such as when you are creating estimates, so your team knows when you will get things done.

For this course, if you are using contacts, navigate to your contact’s file. If you are using jobs, pull up the jobs file and follow along. Either way, we will refer to the contact or job as the client.


Adding a task

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Navigate to your client's file, select the Tasks tab and click on Add Task.

4 Click on Add Task

Fill out your task details.

  • Give your task a name
  • Choose a start and end time

4 Fill out Task Details

your task.

Keeping up with your process

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Manage tasks with your calendar

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Select Calendar from the navigation menu.

4 Open JobNimbus Calendar

Tasks will appear in the calendar.

4 Calendar

Use the options at the top to toggle between viewing the day, week, month, or task list. Also toggle to the next day, week, or month.

4 Calendar View Options


Next, get to know how the mobile app can save you time while out in the field

Mobile app