Ideas

I was looking for a way to filter out private projects and none exists.  It would be nice if a formula Checkbox field existed to return whether the project was private or not.  That way it can be used in reports and dashboards,

Add the ability to print different projects using, standard, legal, or 11 x17 sizes. Currently when I choose 11 x 17 it does not enlarge to fit the entire sheet. So essentially I am seeing what I would see on 8 x 11 sheet only on bigger paper. 

When I assign a task or checklist item to one of my users, I need for that task/checklist item to auto-populate on their timesheet instead of them having to manually search for it and add it to their timesheet themselves. This is crucial for time entry compliance, as users in the current workflow will forget to add tasks to their timesheet or be confused as to which items they are supposed to be adding and won't log their time.

Ability to send task assignment emails when certain criteria are met. For example: I'm trying to create a project backlog, where I put a project's tasks in "identified" stage, assign specific team members (not a queue), and then move everything to a "to do" phase when the project goes live. I'd like to just send one notification to each team member at the "to do" phase that they've been assigned to the project and not have an email go out for each task during the "identified" stage.

I've noticed that it's very easy when looking at a project in the Gantt view to accidentally scroll back in time way before the project started. I've attached a short video illustrating the problem. It would make sense to me to limit the scrolling so that you couldn't scroll back before the start date of the first task, which would fix this. Thanks.

It would be helpful, especially in templates,  if clicking on a task would automatically take you to that task date within the plan calendar. Trying to scroll to find the project and tasks within the multi year calendar is frustrating.

Some clients find it difficult to find how to expand, so we would like the projects shared to have the ability to default to expanded.

Ability to import a timesheet.

When a repeating task has a chatter link or a file attached, that file/link should be copied over to the new task when the initial task was closed. 

It would be very useful for groups using Taskray for Communities to have a Lightning component that lists all of a user's upcoming tasks, not just the Today view. Currently the To-do component is record-specific, it doesn't work on a home page.

Can you offer a downloadable pdf for your support documentation? Being able to read your documentation offline would be very helpful.

We'd like to be able to hide checklists from the external view of project plans. Currently, external users can see all checklist and checklist items in the external view of the project. 

I would like to be able to include chatter on tasks in Salesforce reports. As of right now you can include multiple fields from Tasks in Salesforce reports but you cannot include the chatter. Being able to see the most recent chatter on a task in a Salesforce report would allow our organization more insight into why a task is blocked or delayed.

My company has a requirement of branding client-facing communications with at least a logo. It would be great to be able to customize an externally-shared project.

Enable the file preview by clicking the file's thumbnail in the chatter post. Should be available while in the TaskRay card chatter tab.

Allow for customization of the list of the tasks in detail tab in the quip live app. In practice, this would allow users to add or remove columns (custom fields as well as standard) within the detail tab. 

Currently, when a task is set to repeat every month, a new task is created with the next month's name upon it's completion. E.g. a task called May 2018 will clone to June 2018. However, if a task was called "Maya May 2018", it will cloned to "Junea June 2018".

I'm not sure if this also applies to daily/weekly/annual repeats, and it does seem like a very corner case, but definitely could do with some more advanced rules. Maybe some regex rules or only increment the first/last/all instances of the month?

When creating a new task, you typically enter the "End Date" after the "Start Date". 

If I enter a start date of 11/15/2018, it is odd that when I edit the "End Date", the calendar defaults to the current month (June 2018 in this case).  Can it be changed to the month of the "Start Date" to save clicks?

Thanks

I really like the TaskRay Live App for Quip, but it is missing one of the biggest pieces of information! 

For each task, there is a Task Owner, but the Live App doesn't carry over this information.

Can you please add this soon?

It would be really helpful to be able to see additional fields in the agenda and calendar views.

We have added a custom "Start Time" field that I would like to be visible in these views and to be sorted in order of start time.  We use TaskRay to help our teams plan their days and this functionality would enhance our ability to plan and manage the completion of tasks.  It would be useful to include the Project name and Task Group names in these views also as we have a large number of projects so the colour coding approach is less helpful for us.

Thanks

Ben

It would be very helpful if we could hide the "Add Team Member" field from the Team tab in TaskRay so that our users didn't see this option.  There may be other parts of the UI that could also be removed/disabled if necessary to support a use case.  In our case:

We have repeatable projects that always involve specific user roles for certain tasks, but depending on the client, the user who fills the role is subject to change.  To solve for this, we've created a project template that assigns each task to an empty queue named for the role that should be responsible for the task.  We then set up a related custom object called "Project Team" that allows us to assign team members to specific roles.  Process Builder takes the users entered in that custom object and automatically assigns them to tasks in the new TaskRay Project.  Because we want to have our users use the custom object for maintaining their team members, it would be very helpful to hide the "Add Team Member" field that does not work through our custom Project Team object.

The control of the Project and Task layouts through field sets is extremely limited.  Let's make Lightning Record Pages an option for taskray layouts while in the taskray app. (not just on a taskray record outside the taskray app).

We'd like to be able to assign multiple Task owners to a single Task without the use of new custom fields or Checklists. The ability to assign using Queues is helpful but requires the Salesforce Administrator to add/remove users from the Queues as they are added/removed from teams. Additionally, groups within the Team/Queue may need to be assigned to a Task instead of the entire Queue.

Looking for the ability to customize the content on the project right sidebar that contains items like Team, Feed, Files, Info, etc. Customization would allow the ability to input objects such as Box files on the project level allowing an additional way to access project level box files. 

When adding a task, the "Project" field only searches by the first name of a project. I would like to search anywhere within the "Project Name" for a word.

We would like the possibility to  reparent master detail relationship on the trTaskTime object on the relation to the Task object?

It is possible that employees write their hours on the wrong tasks, as a project manager you would like to reparent the time to another tasks that it functionaly belongs to.

On the projects overview screen it would be great if you had an option to just see task for that day and no others. 

Allow the quip live app components to filter out completed tasks, or to filter tasks based on list value. 

It would be very helpful if a couple of enhancements could be made to the Portfolio view.  As I would like to leverage this for our executives to view high level project information and get updates.  Being able to create a standard view for them would be a big improvement.  The ability present high level data with the ability to dive in to the details is all there...right now we are forced to log in as them and set up the column orders etc...

The ability to change field order by drag and drop which would be much easier than having to delete and re-add if you want to insert a column in the middle.

Also...sorting on a column goes away after you leave the page....would like to retain the sort, unless the user explicitly changes it.

Thanks!

I realize this might not be a great idea all the time, but having the option to hide projects that don't have open tasks when in row view would be great. Right now, I have my tasks board filter selected but only about 25% of the projects have an open task assigned to me but I see ALL projects which wastes a lot of screen real estate and clutters up a valuable view (See screenshot below). I get this is nice as it adds a way to quickly add a tasks with the "+" icon. Again, just an option to "Hide Projects w/o Tasks" or something like that would be ideal. Or is this something that can be achieved with a custom board filter instead of the out of the box My Tasks" filter?

Long shot feature request, but can't hurt to ask :-)

EXAMPLE: