New Events Feature
Boaz Schonherz
Merged in a post:
recurring calendar event
Thiago Campos
Please add the option to have a recurring event in Workiz, so we can block the calendar at specific times. For example I have a lunch meeting every Thursday, and I need the calendar to not be available to keep leads from booking appointment at that time.
Wendy Nearhoff
YES! I just came her for this. Hopefully it can be added soon.
Anthony Cantu
Adding the option for an address or customer ID would be nice too.
E
Elizabeth
Yes definitely have an option to make it a recurring event as we have weekly meetings. Also, it would be great if there is an option to tie it to a job number.
Daria Landa
Hi Elizabeth ! I’m Daria from Workiz, and I worked on this feature.
First off, thank you so much for your feedback!
I’m curious—have you tried creating a job-task? Since it’s tied to a job, we were actually working on a separate calendar entity that isn’t connected to jobs.
Wendy Nearhoff
Daria Landa mine is for weekly meetings that have nothing to do with a job. So, it would still be needed if the event has nothing to do with a job. BIG need as scheduling can get messed up if someone schedules during a time we are unavailable. Thank you!
Daria Landa
Hey Wendy Nearhoff !
You're right, the idea of the events feature is to create an entity that is not related to a job.
We recognize the need for recurring events and understand their importance. However, implementing this functionality is more complex, and our priority was to launch the initial version as soon as possible.
I hope we can deliver it soon but we don't have a timeline yet.
Thank you for your feedback!
E
Elizabeth
Daria Landa we use the task function, however, some of our jobs have 10+ tasks tied to them. I was thinking if a recurring event is made then there would not be so many tasks for our commercial jobs.