Nimble
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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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18 results found
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Add Activity Sets
If you often repeat the same set of tasks for a given process within your business, you may find it faster to create an activity set for these tasks, which can then be added to the item, resulting in all the tasks in the set being created automatically - rather than manually creating each task individually every time. It's a great way to automate processes within your Organization
229 votesHi,
Thank you for submitting this idea to our forum. This request is currently under review!
Please continue to submit your votes and we will definitely consider bringing this request to Nimble.
Best,
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Recurring task
You already have the option to have recurring events but would like the option to have recurring tasks.
158 votes -
Task related to emails
Please add an option for creating task from message with linking to the message.
Like this:
1. customer drops me an e-mail with some request
2. i'm converting the email to task assigned to the customer and to this particular email
3. i'm doing the job
4. when completing task, I can send email confirmation to the customer that the case is closed.92 votesHi,
Thank you for your feedback.
As of right now, you can create a task from an email and the contact will be directly linked to the task. We will review better ways of linking emails to tasks.
Thank you for your input and votes!
-The Nimble Team
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Allow to show tasks assigned to all.
When viewing tasks, add the possibility to view task assigned to all the members of the organization.
88 votesHi,
We are currently reviewing ways to show tasks in Nimble in the most effective manner possible.
For now, you may view tasks assigned to yourself or by team member.
Thank you for your feedback and support!
Joseph
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Add keyboard shortcuts to Nimble
I'm a poweruser on gmail and I move really quickly through my messages and organize them, read, delete, archive. And going back to using a mouse for this is terrible. Many apps are adding these so I think it would be a huge plus to have them available in Nimble.
68 votesHi,
We will review adding keyboard shortcuts at a later point in the future.
For now, we are focusing on improvement in other areas of the app, and then we will add keyboard shortcuts.
Please continue to vote for this feature to show its importance to our Product team.
Best regards,
Joseph
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Add the ability to export Notes and Activities for Contacts, Companies and Deals
It would be great to export notes for contacts, companies and deals to have backup documentation of the work.
60 votes -
Enable the ability to set the beginning of the week from Monday in the calendar
nothing else... only what I've written in the title.
Really I think there is lots of work to do on the Calendar but I know that many other people have given so many suggestions...
Good work! ;-)52 votes -
add multiple users to a task or activity
For Nimble to be useful to a team there have to be ways to assign tasks to multiple users, or at least allow all users to see all tasks.
If a team member creates a task, and invites me as a guest (currently linked to my contact information) then I do not see this unless I check my activity tab. I need to be notified, and be able to manage the task.
I see there have been discussions of this dating back over a year, but can't find a suggestion to support, so adding this new one.
28 votesHi Everyone,
Thanks for voting and sharing your feedback!
We have placed this feature request “Under Review” and we will update the status at a later date when we have made a decision whether to move forward or not.
Please continue to vote for this feature.
Thank you,
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Use a separate Google calendar to sync Nimble tasks.
You can create multiple calendars within your Google Login, why not create a separate Nimble Tasks calendar to sync Nimble tasks. Of course, keep your master calendar to sync with Nimble calendar events. Just a thought.
20 votesHi Everyone!
We will review whether or not we can sync Nimble with Google Tasks. We will have more to share in the future.
Regards,
The Nimble Team
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18 votes
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Live Chat Integration with Customer data
Would love to be able to integrate Live Chat (such as zopim, ogg chat, snapengage or live chat) into Nimble to be able to keep track of conversations etc.
17 votesHi,
Thank you for submitting this feature request for live chat integrations with Nimble. We will review other platforms to partner with now that we have released our API and we will update this thread when we have more information to share.
Thank you for your feedback and support.
Best regards,
Joseph
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Drag and drop task items in list view
Enable an ajax function to drag and drop individual tasks to different areas of the timeline without having to click the edit icon and make changes to the date
16 votes -
Search Capability for Tasks
Nimble needs the ability to search tasks for keywords in the subject and the notes. This would be invaluable in locating key data on a conversation or project with a customer.
12 votesHi,
We definitely see the value in being able to search for Task. This feature request is under review and once it receives more votes, we will investigate ways of bringing it to fruition.
For the time being, you can find a list of your Tasks and Events under your Activities tab.
Best,
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Allow for other Task services in Nimble - like Toodledo
Obviously the integration with Google should allow for Google Tasks...but other Task service providers might just as well be integrated
9 votes -
8 votes
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Completed Activities - Date Filter
Suggested by Gary Zimmerman
I'd like to view my completed activities based on a date range.
Example: I would choose a date range between June 3rd to July 24th to see what activities I've completed. Right now, Nimble shows me all my completed activities. It would be nice to filter by date.
4 votes -
Search Capability for Events
There is a strong needs for search in events. Say you need to reschedule a meeting and cannot remember the date or some other detail on the event. Searching be keywords in subject and notes would be invaluable.
2 votesHi,
We definitely see the value in being able to search for Events. This feature request is under review and once it receives more votes, we will investigate ways of bringing it to fruition.
For the time being, you can find a list of your Tasks and Events under your Activities tab.
Best,
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Enable Calendar and Task to use hyperlinks in notes.
I think the above says it all. Enable hyperlinks with in calendar and tasks. I am sure there are other fields or custom fields that this would be handy. Just an example, you make an email a task or event, only because it contains all the detail you need for that activity.
1 vote
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