Pulling "Labels" field from Project Tasks section into Dashboard Views
Currently, under the Job Task section, "Labels" is a column that can be added to the Project Task section in Project Operations. This column allows the user to add customizable (coloured) tags to Job Tasks in the Grid View.
However, in dashboard and views, users are unable to...
Job Task - Add Task Checklist Roll Forward Capability
On the Job Record, users are able to add/edit tasks to the job and further add checklist items under each Job Task.
Job Record > Tasks Tab > Open Task Details > Checklist
The system permits users to add checklist items but it DOES NOT roll forward with the newly created...
Improve Link between Job and Account Record (Activity Tasks)
Currently, when creating an Activity Task on the Job Record, the system does not show the associated "Account Name". For example, in dashboards/views for Activity Tasks on job records, the "Account Name (Regarding)" field does not populate with a value.
To improve visibility o...
Job Record (Tasks Tab) - Add Milestone Type and Charge Code as additional columns
On the Job Record, the user is able to view the "Task" tab and add any Job Task related information using various fields (i.e., start date, end date, effort, etc.).
In this view, I would like to be able to add "Milestone Type" and "Charge Code" as columns. These fields current...
Job Record - Queue Item Details (Add Button on Job Record)
On the job task and activity task record, the "Queue Item Details" button appears on the top banner.
However, this functionality, does not exist on the Job Record. In some instances, Queues are used to describe changes to be applied on the Job Record, but the user is forced to...