Ideas
How can we improve TaskRay? This is the place where you can share your ideas, submit new feature requests, as well as vote for your favorite ideas that other users have added. Your feedback is very important to us!
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Add option to export task information to .csv Completed4 votesVOTEmore
The new portfolio view offers a great option to export project data to a .csv file; it would be even better to have the option to export task data as well (either from the portfolio view, or perhaps the plan view).
3 commentsFollow -
Option to choose dependent tasks from the Task Details screen Completed2 votesVOTEmore
On the details screen of a task, it would be helpful to have a dropdown menu that would allow you to choose an dependent task if one exists, and populate the start date based on end date of the predecessor task. This would prevent having to create tasks and then go adjust them on the timeline view.
1 commentFollow -
Customize starting days on the Week view within plan view Completed1 voteVOTEmore
Currently, in the week view mode on plan view, it is preset to show Wednesdays. Would like to customize the start day of the week.
2 commentsFollow -
Read Only Link for Plan View Completed4 votesVOTEmore
Create a a distributable link that shows a read only view of the plan view to anyone with the link. This should allow a TaskRay user to send external customers a link for them to see a snapshot of their associated Project(s).
6 commentsFollow -
Lightning Component for Project Owner Completed2 votesVOTEmore
Create a Lightning Component similar to "My Projects" that limits the projects displayed to projects the current user is the Owner of, not just a Team member on.
1 commentFollow -
Finish-to-Finish Dependency Completed6 votesVOTEmore
Finish-to-Finish dependencies are critical to our Project Management team. We often have several parallel processes that start at varying times but must be completed on the same date to meet regulatory deadlines. TaskRay is a really good product for us so far but is missing this critical functionality that would make it great.
1 commentFollow -
Add a Daily Total to Timesheet View Completed4 votesVOTEmore
Would be great to see a calculated total at the bottom of the Time Sheet view.
That way the user can see the total number of hours logged by day.
2 commentsFollow -
Duplicate Task Checklist Completed1 voteVOTEmore
It'd be great if you could duplicate checklists across several tasks.
1 commentFollow -
Add "Favourites" as a project filtering scope Completed1 voteVOTEmore
It would be great if the power filter would allow us to use "Favourites" as a scope for "Project Filter" in the Power Filter. I find "Favourites" to be a very useful way to quickly show only the projects I want to have on my screen that I use daily however by default "Favourites" does not show me only my tasks but also my delegated tasks. Thus my idea would allow me to create my own board filter by combining "favorites" and "my tasks" or any other combination for that matter.
1 commentFollow -
Ability to clone tasks into different projects Completed3 votesVOTEmore
Does anyone know if it's possible to clone a set of tasks into a different project? For instance, if I have a "Make a Sandwich" project which includes task for "Getting out bread" and "Adding PB&J" and I want to clone a copy of those tasks into a new "Make Lunch" project, what's the best way to do that?
Currently, it seems that I have to clone each task and then reassign it individually, but it would be great to be able to do multiple task clones/reassigns at once.
2 commentsFollow -
Allow custom fields on Checklist Items to be cloned in cloning process. Completed3 votesVOTEmore
When cloning a TaskRay Project, any custom fields that have been added to the Checklist Items do not clone in the process. It would be great if they did!
2 commentsFollow -
Support Printing from Community Portal Completed1 voteVOTECurrently if a community partner user click on the Print Button in the Project view, the URL it takes you to is: https://domainname.force.com/apex/TASKRAY_trPRINTsvc and it would show an 404 error This is because partner community will always have a name in the URL. It would be great if the button is context sensitive and routes to https://domainname.force.com/(COMMUNITYNAME)/apex/TASKRAY_trPRINTsvc instead. Thank you for your attention. Gordonmore2 commentsFollow
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Add parent project column in Project view Completed2 votesVOTEThe field Parent project when it exists should be visible on top of the projects.more1 commentFollow
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Drag more than 2 tasks in calendar view same date Completed1 voteVOTEDragging and dropping tasks for Assistant to the calendar view is fantastic. However, once two tasks have been assigned to the same day it's impossible to drop additional tasks. This is likely due to the 2 bars representing the task taking over the "drop point." Since dropping the task on the day causes no behavior. Dropping the task on a different day with no tasks works.more1 commentFollow
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plan view add start/end date columns to plan view print out Completed more1 voteVOTE0 commentsFollow
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Add Owner to Calendar view of tasks Completed5 votesVOTEAdd Owner Name to Calendar viewmore1 commentFollow
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ability to print in lightening Completed1 voteVOTEability to print information in lighteningmore0 commentsFollow
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Email alert - quick task complete Completed1 voteVOTEInclude a "Mark as Complete" button for each task included in the daily e-mail notification.more1 commentFollow
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Add the picture of user to tasks in the Calendar view and allow for drag-and-drop reassignment Completed2 votesVOTEIt would be great is this functioned the same as all other views.more0 commentsFollow
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Show which project a task belongs to when adding time to a new task via the timesheet. Completed4 votesVOTEMany times we will have several tasks that are named the same but belong to different projects. Currently there is no way to know which project a task belongs to when searching within the timesheet.more1 commentFollow
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Calendar View, allow DnD to reassign a task to a different project Completed4 votesVOTEWould be nice if we could drag a project over top a task with-in the new calendar view to reassign a task to a different projectmore0 commentsFollow
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Separate workflow Completed1 voteVOTEI would love the ability to have another workflow that has different headers. Let me know if that makes sense. :)more1 commentFollow
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Remove weekends from Planning Completed5 votesVOTERemove Sat and Sunday from Gant chartmore2 commentsFollow
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Merge templates after clone Completed6 votesVOTEI have a project template for each product I sell. When a customer buys multiple SKUs I want to be able to clone each relevant template and then have all clones merged into a single project for fulfilling that customermore1 commentFollow
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drag and drop checklist assignment Completed5 votesVOTEDrag and Drop assignment for checklist itemsmore0 commentsFollow
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Add Today Line on Plan View Completed6 votesVOTEAdd a light vertical line or bar on the date section of the Plan View that aligns with today's date. This helps users to instantly see the tasks that should be in motion by today. Example attached.more1 commentFollow
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Allow tasks to roll up to milestones Completed11 votesVOTEI want to designate tasks that contribute to the completion of a milestone, be able to view milestone completion status, filter by milestonemore2 commentsFollow
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More Detail in Task Assignment Notification Emails Completed1 voteVOTEPlease add more detail in the task assignment notification emails (ex: Project Name, Project End Date, etc.) Thanks!more1 commentFollow
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Quickly add task or project filters without creating entire board filter Completed6 votesVOTEAbility to make project or tasks filters individually without creating an entire board filter first. It's a little tedious to have to make a board filter and save it just to get to a desired task or project filter and then go back in and delete the board filter.more1 commentFollow