Ideas

Need a list status for when we "cancel" a task. The task should not appear as over-due, but should not be calculated in overall completion %. These are use cases where we may have scheduled to do something with a customer and they cancelled, we want to create a second task and see the original one was cancelled. 

Can we make the Portfolio tab as default tab so that whenever I enter the app no matter where I left the app, the Portfolio tab should open by default?

If I click on a link in a checklist, the link opens, but when I go back to the checklist, that checklist item is in edit mode. The user then has to save or cancel. 

I love the idea of links in the checklists. but I can easily see our users accidentally editing the checklist after they click on a link. 

It would be really nice to have the ability when adding team members to the Team list on a project if we could specify their role on the project. 

We sometimes have a primary and secondary person working on the project. It would be nice if we could know which one is primary and which one is secondary. We also have projects that have Programmers and Analysts on the same project. Again it would be nice if we could know by looking at the team list who is filling each role on the project. 

Sometimes, Checklist items need to be promoted or escalated to their own Task for the sake of tracking and monitoring, due to changes in scope, priority, etc. A product we used to use had this feature and it was very handy for brainstorming and ideation around an "epic" task (or a task that wasn't as specific as originally intended), and then breaking out those sub-tasks to be prioritized and tracked in different sprints. Often, as you begin to work with teams and hash out the actual work behind a Task card, you discover that certain Checklist items (or "sub-tasks") are really larger Tasks that just need to be tracked at a higher level. Having a "one-click" capability of promoting these items to Task cards would allow for rapid team refinement of Task boards.

If I have a task group with one task inside of it, and I make that task “internal only”, the task group still appears in the export. I think this is a little confusing, and the ideal behavior is if all of the tasks within a group are filtered out due to the internal only feature, then the task group shouldn’t appear either.

Add a checkbox on checklist item with workflow that assigns the owner of the checklist item to the task owner

It would be great if, when a status list is collapsed, there were a notification bubble showing the number of tasks in that status list. That way it wouldn't be necessary to open a status list to verify if there's anything in it. 

My organization uses many status lists that my team doesn't use, so certain status lists are always empty for me. I have to collapse status lists because they don't all fit on the page without scrolling.

Enhancement Request:  add chatter to external sharing link.  In some cases, the CEO/COO/CFO of a customer does not have a standard external license applied to their contact but want to see updates that the external sharing link does not provide, such as chatter.  It would be of great value to have the public facing chatter available in read only for these types of individuals that would not have a standard license.  

We would like to default to the plan view when the user opens a project from the portfolio tab. today it is defaulting to the Kanban. 

If you click to select a date in Plan view for a task, you can only close the window by selecting a date or clicking the x. If I open a window for one task, then open a window for the second task, both remain open and overlap one another. It would be nice if I can only open one at a time. 

Currenly "Project Schedule" accounts for holidays and adjust the work schedule.

It would be great if we can add in task assignee vacation days which would auto adjust project days for those days the employee is missing.

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. 

We get a lot of feedback that the "list" label on the task status field is not intuitive. Could this be changed? 

I would like to be able to schedule recurring projects so that TaskRay can run them periodically and send task reminders to team members at the beginning of each period.  

I would like to be able to treat Milestones as stand alone tasks - not as a part of the task group "ungrouped" so that I can drop them in the Plan View in sequence between my task groups.

Would like to be able to display an image attachment on the Task Card. 

The TaskRay Board is an excellent component to get both a summary and detailed view of a project. It is a record-level component, however it does not have a contextual option so that it can be filtered to display only the projects related to the record where the component is added, such as Account or Opportunity. 

Without this option, users are confused when navigating to a specific record but then see unrelated projects and tasks on the TaskRay Board. The same is true for the TaskRay Feed component which can also be added to a record page but cannot be filtered to show feeds only for that record. 

Thanks for considering this important usability feature. 

The scroll bar in the plan view gets covered up by the info/assistant/files/feed/team pane when it is collapsed. Can this be fixed?

Currently, it is not possible to toggle all selected task groups open in plan view. Each task group has to be individually toggled open or closed. Please add a feature to allow users to toggle all selected task groups open or closed from plan view. 

We use recurring tasks and each have time associated. When we pull reports to estimate capacity, that estimated time does not show up for future weeks since the previous task is still open.  The proposed idea is to have the option for estimated time for upcoming recurring tasks to still show up in our reporting.

Is there a way to where I can set for one of my users to be able to move her tasks to finish without being able to edit the tasks names and info on the inside?

Add a feature where holidays would be able to be placed on the campaign calendar without having to create a new campaign. This could simply be a templated overlay to the campaign calendar.

In the "Stitch a TaskRay Project" Apex Class, I would like a variable to set the Task Group Name. This would allow us to quickly identify the correct set of tasks when looking at similarly named task groups in a larger project. E.g. If I have a set of tasks that are stitched in every month I would like to name them -

Monthly Tasks - January 2019

Monthly Tasks - February 2019

I am able to do this for the target date using a formula such as "DATE(YEAR(TODAY()),MONTH(TODAY())+1,15)". I'd like to use a similar formula to name the Task Group.

We would like to be able to have custom links on the utility bar within the TaskRay lightning app 

When we are in the Plan view, we would like to be able to edit the task name without having to open the SFDC page for each task 

When a task has been finished and it has a dependent task linked to it the dependent tasks moves from Holding over to To do or another value.  This will allow tasks that can't be done due to a dependency to be on hold and off of our to-do list, but once we the dependency is removed they move to another status automatically.  While this can be done with a validation rule, it doesn't account for the dependency type.  There will need to be a different action for each dependency type.  

We would like to have the ability to mark projects are blocked and have the project tab turn red like a blocked task does.  The reason for this is sometimes we have projects that either can't be started due to something out of my team's control or a project is halted mid-way through and is on hold due to something out of my team's control.  While a project can have a task that is blocked the project could in theory still move forward.  

Use case: I have Parent Projects set up with 4 Sub Projects within each one. Every time a Parent Project gets assigned to me I get 5 emails in a row now (one email for each Project that I'm being assigned to.)

Request: ability to only receive one email for the Parent Project that's assigned to me. I don't need notifications for the Sub Projects also being assigned to me.