Ideas

I'd like to be able to set the Account and/or the Opportunity for a cloned project at time of clone rather than after clone. I imagine adding the lookup fields to the attached screenshot would do it. Ideal would be a configurable option to make these visible or invisible depending on the requirements of the workflow or the project record type.

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. 

Display the count of all projects in a Board Filter next to the name of the filter in the sidebar. 

The ability to add a location link (Ex: C:\folder\document.doc) to a task. Most of our documents are living documents located on a shared network drive and to have an instance of a doc loaded in TR essentially creates a second location to manage our files. What we could use is a way to swiftly access the files we already have organized locally with a single click to the location in file explorer/finder.

Have the ability to modify the size of the Kanban board lanes to allow for more than four lanes in the view at a time. 

View all Projects without Tasks in a Calendar View

Allow for variables like {!User.Name} in Board Filters 

Board filters would be great if they had the ability to select all of the projects in the filter. As it is now, you filter your projects down and think that what you see on the screen is a list of all of the tasks in the filter, but it isn't. There is always step two of selecting all projects after you filter. There should be an option in the board filter to automatically select all like so:

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.

Can we create a setting or a customization so the Salmon color of overdue or problem tasks is an option or configuration that can be turned on or off?

Create a record contextual lightning component that displays all open tasks related to an object via a lightning component. Currently, the "My Tasks" component displays projects related to an object with their associated tasks, this request would be all the Tasks related to an object, regardless of the project. 

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. 

 

When selecting a parent project as a favorite, all associated sub-projects should also be marked as a favorite.

When I'm hiding a certain status from a view it's helpful to see the 1, or 2 but it's hard to tell what status is hidden. Maybe a check mark or a more obvious highlight would help. 

Allow admins to show custom fields on the Team object in the Tab View of the Project Details card. 

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

Allow for the ability to sort or rearrange Team Member display order.

Calendar view print option does not have the Project path listed at the top of the view the way it appears in Salesforce. Can that be added? 

Although we can hover a Task in Calendar View to see fields: https://support.taskray.com/hc/en-us/articles/115006556107-Customize-Task-Mini-Page-Layouts it would be great to have some kind of indicator on the Task bar of it's status or % complete without having to hover each one individually

Customize notification emails (daily planner, project notification etc) without having to turn on Translation Workbench. 

It would be great to have some way to compare two projects on separate screens. Taskray syncs constantly through the cloud which is great normally, but it means I can't update two projects at the same time. Even if I use separate browsers, as soon as I update something on one browser, the other browser updates the view to show the same thing. This makes editing templates very difficult. Often, I need to see the template and the current project at the same time to compare and contrast, but this is currently impossible to do. Printing is not an option currently as anyone who has tried to print a complex project can tell you. We need multi-screen view.

Thanks

Would be great to see shorter Plan View Task Bars when Task Estimated hours is less than 8 and the Task Start and End date is the same day

Provide admins the ability to customize what shows up on the Quick Add Time Entry. See attached screenshot. Allow them to add custom fields (lookup, text, number). 

Ability to customize the timesheet view in TaskRay to change the default week to run from Monday-Sunday to Sunday-Saturday. 

Would be nice to have a filter similar to "My Tasks" that would allow you to select multiple users at once. Or better yet, allow for similar functionality in custom board filters to show tasks owned by specific users AND tasks that they own checklist items on. 

Would love to be able to quickly print or pdf a list of Checklist items directly from the TaskRay Task modal/pop up window

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.