Ideas

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!

It would be great to select a variety of checklist items at one time and change the owner rather than having to move their image on a checklist item one at a time. This would be similar to your feature already existent on the Plan View for a task.

Sometimes we have 15 checklist items, which is very inefficient, to drag and drop an owner's icon over each item individually.

Currently, our users create stand alone tasks (not tied to a project). They are considered light consult tasks and do not have the breadth necessary to create a Project. However, they would like to see these tasks included on the Plan View so they can see the timelines for everything they are working on.

It would be great if, within Taskgroups, I could establish a sub-hierarchies so that end users can better understand the context of their tasks.  It is a great feature in MS Project and really helps folks to more easily visualize the process flow

It would be great to have the ability to track issues on a project.  With the ability to track status, priority, expected due date and owner.  The log would need to be customer facing so that they can see the progress of all issues.  

A lot of my onboarding project having bugs and other requests that are not necessarily task level items.

Taskray should allow non licensed Taskray users (but Salesforce licensed users) to see the lighting components. They're simpler than the external link solution currently available and for most users only interested in the status of a project (for instance sales) this is the perfect amount of information. 

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.