Ideas

Our users are currently accessing 4 of the 6 tabs displayed elsewhere (which we've created additional functionality for), so it'd be nice if they weren't able to view these as options when opening a task via the board component.

I would find it very useful to be able to filter the spreadsheet view to only show the incomplete tasks or the in-progress tasks.  

There is no easy way to identify at a glance what is not completed in the spreadsheet view.

It would also be useful to filter by more than one column at a time - for example show all the incomplete tasks within a particular task group.

Limit who can edit/modify the templates. We tried and it limits who can then stitch in templates. We want users to be able to stitch in templates. We just don't want them to have access to edit the templates. Create roles for which users could make edits to templates.

Allow a filter of recent projects.

Provide the ability for an alternative means of adding external (non-SF) project participants, (such as a customer contact) to tasks. Currently, this is only possible if the user is the task owner or by adding a custom field(s) to the the task object. 

It’s not reasonable to expect a bunch of queues to be set up for random groups of project participants. And, External Sharing allows communication of the project data to outside entities but does not confer any ownership or accountability that can be attributed to a person who is responsible for the task(s).

Not every Task Ray participant in a project is going to be a SF user in our instance. There need to be some form of object or set of fields that permit Contacts or even just a list of project participants to be included in tasks even when those participants are not users. Even if they were users, only one user can be assigned to the task owner, when it’s clear in most PM products that any number of people can be assigned to a task (or even groups). 

While it may be in everyone's interest to help Salesforce increase the user community, that is not realistic when simply trying to convey accountability for tasks and  communicate that to customer management.  

Ability to auto flag the "LOCK DATES" field = TRUE when a task is marked completed automatically,

If a task is changed LIST value or status of task and is no longer "FINISHED" auto update the "LOCK DATES" field = FALSE

This functionality will prevent the dates to move or shift after a task is completed, if something else in the project shifts or user wants to adjusts durations of predecessors not yet completed the tasked with LOCK DATE = True will not move at all

It would be great to add Roles TaskRay Templates and then once turned into an active project, be able to assign a user to that role and it populates the various tasks/sub-tasks already laid out in the template. For example, we know certain tasks are owned by the Project Manager, but may not know who that project manager is yet. Would save lots of clicking. 

Hello There,

I'm new to taskray and I have been there in several projects on taskray.

I wanted to created the report of taskray projects and all task that are present there in the report with columns that are being captured in while creating the task. But I'm unable to create the report of taskray. Please help in creating the same.

I have a few different teams in different locations doing different functions. I'd like to have a view for all projects assigned in a week/two week period so I could see what the availability of team members is without having to jump around to several reports in SalesForce. Is something like this available to see for example, a design team's workload distribution and a PM team workload?

The performance tab lists projects and is limited to 9 columns. I would like to have more than 9 columns visible here as a great place to view all of the projects and key details for each project in this view.

For both External Sharing and Community access, the users only see out of the box fields

He have created custom fields where we want the external user to VIEW or EDIT to collect data from the external community users.

is there an field level option to allow custom fields accessible for external sharing?

- Ability to see checklist items in the Plan view - Similar to the MYWORK view you can see the checklist with a dropdown and also add checklist in other view so they can be exported along with tasks.

- Checklist Assignments - allow QUEUES assignment at the template level so when the project is created the Tasks and checklist can be re-assign in bulk in the Project TEAM tab, currently the PM will have to open each task with checklists and manually re-assign checklist items one at a time

Currently we the project manager can add to project team any one in the company, and also directly to Task owner. We would like to only do a look up against users with TaskRay license assigned. 

We have 11,000+ employees and not all of them have TaskRay license so they should not be available until they are given proper license and added to TaskRay permission set

There is a TaskRay error message that the user must have read-only access, but the project manager (end-user) does not know who has a license and who doesn't so filtering by only license users would eliminate any guess work from end users 

Currently, you are only able to move a task to a status like In Progress or Completed. It would be nice to show a task with a percent complete. 

Task A takes 3 weeks and is 20% complete vs Task A takes 3 weeks and is In Progress

Users need a way to add progress to a task that is not 0% (Not Started) or 100% (Completed) – this way the team can track percent complete of a task without the task looking like it hasn’t started.

Today our users are not able to display a Task is, for example, 50% complete because there is no option other than 0% or 100%.  We have received feedback that we are not progressing on a Task when we really are, but cannot show our work in the progress bar. 

Currently, users can hide out of box board filters. However, this often gets missed during onboarding as they are learning many new things and this particular step is very nuance. As an admin, I would like to have the ability to hide out of box TaskRay project, task, and board fitlers on behalf of my users. We are requesting to make this more of a global setting.

Cara

Our admins and team operations users are regularly building templates and projects where they need to create checklist items and assign them out to team members. However, when a user creates a checklist item, it automatically assigns that user and adds them to the project team. It would be nice to toggle this off for certain profiles or permission sets.

Wanting to filter views based on the List field. Specifically, filter the calendar view to not show tasks if a certain value is selected in the list field. 

It is nice to see the red on Overdue, however that doesn't help with where the task is.  In our list we have Customer Review, which is one before finished.  For our planning, customer review is ok when the date is beyond the end date of the task.  Our goal is to finish before the date, and the customer to review afterwards.  This means that everything we do turns red.  It would be nice for certain list values to not show red (possibly with a red notification /image or with red stripes across instead of everything red) so that we know we are not behind from a project perspective (especially since we hold extra time at the end of a project for fixes and updates).

We setup a group based on "roles and internal subordinates" in Salesforce and I created a Project Filter in TaskRay shared to that group. It only shares with the role added to the group and not the role's internal subordinated. It'd be nice if the view sharing functioned like Salesforce and worked withe the internal subordinates. 

My project page is feeling very cluttered.  It would be great if we could add a page break so that we can group like fields to clean up the view and make finding fields easier.  

We have many projects that have tasks with varying time estimates to complete the task.  I'd like to see project progress based on time, not completed tasks.  Let me give you an example. 

Project X has total estimated time to compete = 15 hrs.   There are 10 tasks. Nine of them estimated at 30 min each to complete (total 4.5 hrs) and 1 task estimated to take 10.5 hrs to complete.  Let's say the 9 half hour tasks are done. The current way TR calculates progress would show the project at 90% completed with in reality there's still 70% of the project left (in terms of time).  I'd like to have the option to calculate Progress based on time so I can see the project at 30% completed, not 90%. This would be a million times more useful to us.  Thanks!

Hi,

Scrollbars are currently positioned in an odd position. When using a normal mouse, you can use the wheel to scroll, but some of our users are using a Wacom tablet / pen as mouse, not containing a wheel to scroll. This makes the user interface less user friendly.

The team / assistant / files / feed/ insights buttons cover the scroll bar, making it impossible to scroll in this area.

On low resolution or having more list statusses, the scrollbar is hidden outside of the screen.

Our change request:

Please change the scroll bars to be positioned in a way that they always visable and usable.

Regards,

Stijn

I need taskray open on multiple browser tabs showing different projects or views.

Right now, my open tabs stay in sync (showing the same TaskRay view). I have tried different browsers and private browsing mode. Some how they still sync.

How can I look at a template in one window and a project in another?

We have created Record Types to separate projects by department. One department (Cities and Counties) would like Billable defaulted to TRUE and the other department (Education Solutions) would like it set to FALSE.   I would like to set the billable flag default based on Record Type to accommodate their needs.

If you have 2 users with the same name, there is currently no way to know which user we are selecting to a Project team. We would like there to be a second level of differentiation, preferably 'Role', so we know which team member we are adding to the team. 

In the Salesforce Record page, you can search owners with their Role included in the search. This would help us make sure we are adding the correct team member to our projects. 

In the June 2019 Release, there is a timer on tasks - AWESOME!  However, the timer is not available on the "My Work" vieew.  I have encouraged my team to use the My Work view all the time since this cuts down on the clutter.  I would really like to see the timer added to the My Work view as well.  Thanks for your consideration.

we would like to be able to add ~20+ columns in the portfolio. Today, we typically get cut off around 10 or 12 

When you use the wand in the plan view to bulk add team members, there isn't a way to see more information about the users. We have ~10 Mark Johnsons and have no way to know which one should be selected, see screenshot. 

Additionally, when I add a team member via the lightning page, it requires me to enter a team member name and select a user, and regardless of what I put in the name field it is overwritten by the user that was looked up. we don't want to enter this name