Ideas

Hello,

I am experiencing inconsistent behavior in TaskRay with regard to tasks that have been moved to the Finished stage. In some cases, Tasks that have 100% completed checklists and have been moved to Finished status are still being reported as Overdue in the TaskRay Daily Planner email. I've attached a screen shot for reference. In this example, the first task, "Check prospect status" is overdue, but the second "Evaluate Opportunity" has been long since completed and sits in the Finished stage in Kanban view.

I assume that I haven't configured TaskRay properly, but am at a loss for how to correct this. 

Thank you in advance for your assistance.

Kind regards,

Bill

I would love to be able to quickly lock and unlock tasks. Locking has become essential as we've begun to add more and more dependencies. If you don't have your tasks locked, then you can really screw up a project by changing the end date of one task. Any user could unknowingly move a cascade of 15 tasks just because they change a date in Kanban view. If we could easily lock dates, I would just lock them by default and only unlock when we need to make changes in plan view. 

If this isn't possible, at least allow us to unlock a task and change the date without having to save. I hear a lot of complaints about that because people open a task, put it in edit mode, change the date, click save, realize the tasks is locked, then uncheck the lock and change the date again only to realize that they have to save first before changing the date. Essentially, it requires two saves, but could end up being 7 or 8 frustrating steps if you don't understand what's going on. I think a quick lock/unlock feature would address this issue.

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.

Currently milestones in the info tab are grouped by task group, then sorted alphabetically. I propose that the group by task group remain as is, but that the sorting within each task group be by date, oldest to newest.

This would be the most relevant way to review milestone status - what's in the past, what's current/upcoming, what's in the future. 

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).

The new 'Tasks by Team Member' feature in the right sidebar is very useful; however, it would be even more useful to have it save the user's last settings when they navigate away and return to it.  Currently, the feature resets to show 'Finished' tasks; it would be great if it would remember the user's preferences, in this example keeping the 'Holding, Prioritized, Started' settings.

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.

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. 

Sometimes users prefer to work out of the standard Salesforce UI when viewing their TaskRay Tasks. Currently, there is no clean way of navigating from a "My Tasks" Component directly to the Salesforce UI of a TaskRay Task.

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). 

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. 

Add a way to categorize billable time logged. For example, I would like to see a way to categorize travel time, which will be billed a different rate than actual project work. 

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.

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. 

 

It'd be great if you could duplicate checklists across several tasks.

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.

Hi, is there any way that we can get notification emails when someone tags us on chatter?

I can only see that i have been tagged by someone when i login to salesforce. But is there any way that we get notified via email when someone tags us on TaskRay?

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.

We use the time function a lot and it would be nice to be able to see the hours logged per day. I know you can see for the week but a simple sum at the top of each day would be a nice quick feature

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!