Ideas

More and more users in our org are using the Dark Mode option in the Chrome Lightning Extension https://chrome.google.com/webstore/detail/lightning-extension/hfglcknhngdnhbkccblidlkljgflofgh?hl=en-US

In order to make TaskRay way more usable in Dark Mode I would like to suggest some work is done on the color of past due tasks and the color of the today timeline bar in Plan View. Both of these show in grays that are very difficult to see in dark mode. 

My retina's thank you in advance.

Can we add an export feature on the MyWork tab that will export an expanded list in PDF form that looks exactly how it does in the MyWork Tab? Its a great resource to communicate to my manager what I'm currently working on. 

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.

When on a call, we find that 4-5 of our employees have to manually enter the time.  It would be great if there was a picklist where I could select the individuals on the call and it would clone the information so we do not have to manually enter each one.  

Would love to be able to add time tracking from a calendar view on the mobile app.  Similar functionality is available on the desktop version, but being able to use this on the go would be amazing.  

We would like to be able to click on taskray today tasks to be able to add notes. 

This should be really simple to do (it is on a standard lightning page) but can we replace (or at least add in addition to the old component) the new Quip Lightning Components available for SF Lightning Pages? Here's a link to both of those components:

The current cutting edge component allows live editing of the quip doc inside Salesforce and would be a huge improvement from an attachment list that opens quip in another tab. Please add this to the page using the standard option of 1 quip doc per record (unless we can also find a way to allow users to utilize the templating feature which would be amazing to create quip doc templates from data in Taskray). Here's the trailhead link about this component:

https://trailhead.salesforce.com/content/learn/modules/native-quip-for-salesforce

The other useful one to add is the better attachment list for quip docs which is #1 in this list:

https://www.quipsupport.com/hc/en-us/articles/360022156351-Quip-Salesforce-Integration-Summary

The live editing doc component is #2 in that list that I first referenced. If I were to suggest specifically what to do in the TaskRay modal's quip tab:

Put the #1 upgraded attachment list of quip docs first, this allows a quick view of all the docs and clicking one of them opens the quip doc in a modal inside SF that allows direct editing without going to quip.

Put the #2 live document component second under the upgraded attachment list so 1 document can be selected for each record and edited live within the TaskRay Modal

Put the current component at the bottom in case existing customers have data in that list they want to maintain. Give customers a depreciation date by which this quip component will be completely removed from TaskRay like it should be in all SF orgs (and probably will be retired by quip someday).

Allow for Estimated Time (hrs) at the individual checklist item level rather than all time being allocated to the task owner

Add a feature that allows Administrators to turn on/off instantaneous updates made to the Workplan. If it is off, colleagues can tinker with the project plan, by moving tasks around, review their changes and impact and then - once done - hit 'Save Changes' or something along those lines. Currently, all changes are saved which leads to colleagues tweaking tasks more often than needed.

Our implementation team needs to track time by the minute and the current stopwatch functionality rounds by 15 minute increments.  While the team can put in time manually, it would be more helpful to be able to change the stopwatch to meet our business needs.

I need a way to show the TaskRay files on the project record in Salesforce lightning so that when you're viewing the record you'll be able to see and add files using the TaskRay features (like being able to add a link). 

After a task has had actual work placed against it, but the remaining time/work needs to be pushed out, the system needs the ability to split the task to allow the remaining work to be scheduled out later while still capturing the original time/work completed. 

When creating a task in slack, create the ability to assign a task to another team member.

When creating a task in slack, create the ability to also assign a due date with the task.

When using my work view, users are going in and adjusting the end date for a task but when this is done the duration of the task is not kept and the start date stays put. The duration has now changed, which alters the allocation of work (Estimated Time (hrs)). We need the ability to lock the duration so if dates are changed, the duration is honored. 

I would love a way to automatically show overdue tasks on the "TaskRay Today" home component. I find that with the way it is now (just a blue link to view the overdue tasks), it is too easy for users to ignore or not realize that they have tasks due. 

Need to be able to stop time entry against tasks moved to Done/Complete. 

We have a 255 character note field that users pull into their Performance view. If there is more than a few words listed, it'll show "..." and you have to hover to see the full note. Requesting to wrap text to see the full 255 characters in this view. 

Add the ability to define frequencies for when 'daily planner' emails are sent out.  Different users may want to only see then once a week, or once a month, etc.

I would like to be able to view a list of projects in the Portfolio View and right click a project to open it in a new tab while still having the portfolio view open.

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. 

Users have to select the sort each time accessing the Performance tab. It'd be nice if this tab retained the sort. Additionally, it's be nice we Admins were able to publish the sort on this view.

Hello!

I would love to see a progress differential column available from the new performance tab. 

Essentially, beside each progress complete bar, have a differential (+/-) difference from the previous week. 

Ie. Project A, 35.7%, +4.6 percent

Thanks!

Timesheet entry should not require people to search and add tasks on a weekly basis. Should have ability to pre-fill timesheet with forecasted hours for that week against forecasted tasks and then allow staff to adjust as needed for the actuals. 

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).

Have the ability to create multiple layers of subtasks instead of just one. Having the work breakdown structure (i.e. subtasks) would help align more and more projects to project management as well as help with organization.

We are looking for a way to potentially alter the 'Files' icon (paperclip) on the Task Card in both Kanban and Rows views. At times we are finding it is difficult with the current feature indicator to determine that a task does in fact have a file attached. If there was a way to either have the paperclip icon turn a different color (other than blue) or become bold as to not blend in as much with the card, we believe it would serve as a better alert. Thank you in advance for your support!

Be able to input someone's PTO into the system so that tasks cannot be assigned to them on that day or time period. If a task is assigned to them, the system would automatically move it out to the next available working day that they are no longer on PTO.

When viewing projects/tasks in Plan view I like to view my longer-term tasks in the Week filter. It would be nice to get a dialog box or something that allows me to reschedule my tasks by exact days rather than rescheduling by week.

On this ideas page, can you create a link to the top 25 most requested ideas?