Ideas

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. 

We use the document filing system, Worldox from World Software, and would like to be able to link the URL link of a file to a Project and/or TaskCard. TaskRay does not seem to support the wdox:// file, only http://, https:// or ftp:// formats. Is there a way we can add another URL type?

Currently we are attaching the files through the 'Upload Files' upload, but a direct URL link to the file would be helpful.

When the Simple project schedule is enabled if the project falls on a weekend, it automatically defaults to be due on the NEXT business day.  Is there a way to change this to having the project due date to the business day BEFORE.

Example.  If a project due date is 6/30/19, this is a Sunday.  So the project due day reverts to 7/1/19.  However this would make a license project (in our company) late, because it would have been due the business day before the expiration which is 6/28/19.

I have looked at making an advanced schedule, however I would still run into the same problem (I’m thinking) that if I change business hours to be closed on Sat/Sun it would still roll over to the NEXT business day, not the PREVIOUS business day which is preferred.

Right now, when you use the Global Action button to create a new task, it does not allow changing of the owner to assign the task to someone else. This need to be able to happen, as not all tasks that get created are for the user creating the task.

It would be beneficial to allow users to record the amount of time that they spent on individual checklist items rather than the whole task. 

This would be helpful especially in instances where checklists within one task are divided up between multiple people 

It would be awesome if I can mass-edit a task group:

1) Assign all to one person

2) Assign all to one queue

3) Make all tasks blocked

Looking forward to being able to do this! Thanks!

Deleting a TaskRay Project record from outside the TaskRay interface should also delete its related Task Groups and Tasks. We have several users leveraging List Views to mass update TaskRay Projects, or open up TaskRay Project tabs to view in Salesforce Classic record detail.

Right now if you delete a TaskRay Project via the Salesforce Record (classic), it won't delete the related Task Groups or Tasks.

Logging here in the hopes that we're not the only ones with this use case, and others would like to see a Project's related Task Groups and Tasks be deleted when the Project is deleted from its Salesforce record.

We need the ability to change the layout of the project, especially to kanban view. 

You can currently restrict field access on externally shared projects, but you can't hide certain things on the Task Card, such as:

• Checklist Tab (Checklist & Checklist Items)
• Ability to open Task details at all
• Team info (person's name & photo assigned to task)
• Team & Insights sidebar

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

Would be nice to add the ability to customize Insight tab this will really help in sharing report to external users to meet business needs.

Thank you

It would be nice to have a Gantt chart lightning component that we could add to the standard project record in lightning.  I prefer the record view to see somethings, I can work on the kanban view, but I can't see the Gantt, and this would be helpful.

We have recently been updating some processes which led to having to create additional tasks. These tasks need to be added to the template but they also need to be added to existing active projects. When a new task is created, it automatically moved down to the bottom of the list (in plan view.) The request is to be able to insert a task to a specific location in the project. The other issue that came up is when a new task was added it re-arranged all of the tasks. This was incredibly frustrating for the pm who now has to re-order the tasks which would take a significant amount of time. Especially if it needs to be done to multiple projects. He recommended being able to lock the order of tasks. There has to be some way to modify a project without having to touch all of the tasks again. 

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 

It would be great to make the TaskRay Calendar available publicly via sites.  We would like to use this to post our campaigns to our website that can inform our constituents about events coming up that they might be interested in.  So we would need to be able to define the campaign type(s) that would be available publicly.  It would also be nice if this calendar could have a URL that could be defined for each event so that when the visitor to our site clicks on an event that interests them, we could define where that link takes them (ie, to more information about the event, another web page, a registration page that we could define, etc.)

There needs to be a way to see both predecessors AND successors in the task view. We have design tasks that we assign to our graphic design lead that are dependent on the blog task, but they would have no way to see the blog task without going to the plan view. This seems like a critical feature for dependencies. 

I am in need of a quick way to archive tasks instead of marking them as "Completed". Putting a check box directly on the Task Card for easy access would help tremendously. 

I do not know which steps I will be skipping when I clone and begin a project so quickly archiving these steps so that they are excluded from the completion percentage is the ideal route. 

When utilizing External Ids for a sync, template projects could contain fields that need to be excluded from the clone process.  If we could pass a field exception to the Flow clone methods to exclude from the clone process, that would help tremendously.  

As a stepping stone, any field marked as an external Id would probably be excluded from the clone process in general since they need to be unique.

Set color per Task list and display it by the list Color in the calendar view. Currently, the different colors of the tasks are set by their project, this view is confusing for our users.It would be great to have one color for all the task related to each list type – for example, all the color in list finished will have blue color in the calendar view .

We have a need the ability for Users to see all Tasks and Checklists of other multiple Users in a Board Filter. 

It would be helpful if tasks were ordinal in the kanban view based on dependencies.

Can we lock down board filters to only be editable by board owners? 

That would prevent unintentional edits to board filters that could distort views.

Thanks!

Currently, when viewing a custom currency field in portfolio view, it does not display the currency symbol. Can formatting for currency fields, and all custom fields, be updated to match the formatting seen in a list view? 

Please allow the creation of a new task from My Work. A lot of people live out of this view but need to navigate away from it to create new tasks on a project.

Currently when you click on a project in portfolio view it takes you back to Kanban view. Some of our project managers like Row, Calendar, or Plan, having it default to Kanban creates an extra click every time. Please default the view to go to whatever view the user was last in All Work, which is the way TaskRay functions when you leave and come back to it.

We would like to see a little more contrast or ability to change colors in some of the screens.  Particularly in Plan View when you hover over a task the date bar highlights, but on some of our monitors of some of our older members the highlight is so light they cannot make out the date they are dragging too.  

When we use TaskRay Console and the user clicks the "view in TaskRay" from the lightning page, the TaskRay view appears in a new tab with the project pop-up window. We would like to not have the pop-up window as our intention of using TaskRay Console is not to use it at all. 

We would like to be able to hide/show/add options to the list of options the user sees when they select "insert stitch" in plan view. Ideally, we would like to hide some of the default options, and then we would like to add our own quick actions to create child object records. 

It would be great if only the board filter creator could edit the board filter. This one people do not inadvertently adjust the filter. 

Thanks for considering!