Ideas

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. 

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 want to be able to control the order that our task fields are displayed when the user clicks the "+" in the plan view. Many of our task fields will not be displayed in the plan view very frequently (if at all) and we want to move those to the bottom. 

It's possible to share Projects with all associated Tasks, but there is no option available to share or restrict access to specific Tasks.
Some users (e.g. Customer Community Users) should only have access to specific tasks within a project they are teammember of. This should be based on owner or other criteria like Task type or name.

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

When a user clicks on a lookup field in portfolio view, the record should open in a new tab, similar to how it works in the work tab.  

We want to be able to see which of our users are being good or bad about updating their assigned tasks in TaskRay by reporting on the number of times a task has been allowed to become overdue. I know we can get notifications when tasks become overdue, but it would be very useful to create a historical report for #of times tasks have become overdue by task owner/project team.

We want to be able to have our company's logo on our exported documentation so that the customer knows who the project plan is coming from (our company, not Taskray)

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.

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.

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. 

I'd like to be able to include our company logo on an exported project in Plan View. 

Allow the Plan View columns to be rearranged after they're created. 

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).

Projects can be made private so that only certainly users can view and access them - however, it would be great if certain tasks within a project can be made private so specific users or profiles can not see them 

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.