Ideas

Delay Team Member Notification emails in case a user makes a mistake when adding someone to a project team. 

A lightning component that works similar to the TaskRay Kanban board. This will allow community users to view Projects they are Team Member of in a calendar view. 

Display team member names in the sidebar under their picture. 

We like how TaskRay manages our tasks, and we use the Email to TaskRay functionality to automatically create tasks.  Although, when anyone replies all with the TaskRay email still in the recipient list, it creates a brand new task, rather than appending it to the existing "request".  This later requires more work to clean up the tasks than it was to actually address the request.

How can we append responses to our existing record?

This would be great for users who are less familiar with what values are available and not wanting to open up the support document every time to look. 

There is a known issue for this with Salesforce. Is it possible for us to add the "community portal user" to the Owner dropdown in the TaskRay modal?

Allow for a widening of the columns in the Task Modal/lightbox so Description or long text fields go across the entire view instead of being limited to the column. 

Allow for the customization of the rollup count in Kanban lanes. Currently, we are counting the number of records under each list value. This Idea is to allow for customization of that count to be a custom rollup field on number of hours total in each Task. 

Create a a distributable link that shows a read only view of the plan view to anyone with the link. This should allow a TaskRay user to send external customers a link for them to see a snapshot of their associated Project(s). 

Create a Lightning Component similar to "My Projects" that limits the projects displayed to projects the current user is the Owner of, not just a Team member on. 

It would be great that at the checklist level, hide when done is "remembered" when you click that task again.

Ability to see an indication of checklist items from plan view for a case when the checklist items and task have the same owner. Currently, I only see an indicator of checklist items when ownership of tasks and associated checklist items are mixed. 

The ability to create a board filter similar to "My Tasks" that shows not only task ownership but also checklist item ownership for each of my team members that I can view with one click without having to enter each persons name. 

I want an email plugin that allows me to post an email body (or a portion of an email body) to a task as a Chatter post

Currently, Salesforce files are not accessible via the Files Tab. Allow Salesforce Files to be uploaded via the Files Tab. 

Would be great to have out of the box functionality so users/project managers can log Risks, Actions, Issues and Decisions on tasks/projects.

Create a Lightning Component for Checklists. Similar to TaskRay To Do but all the Checklists associated with the Tasks on a record. This would be contextual and record specific. 

Allow admins to control the order that Projects and Sub Projects appear in the Project List in TaskRay. 

Allow the ability to merge projects together similar to lead or contact merge functionality in Salesforce. 

Allow Admins to remove the Settings option from users so they are forced to keep the same settings across the board. 

Be able to view the Calendar view in SF1 - currently not possible. 

Would be cool if a user could multi-select Tasks within the Kanban and Row view then use the date picker to update all of them to the same date

Only allow the owner field to be populated with users who currently have a TR license

I'm using taskray both to identify work that needs to be completed during this week and what our pipeline looks like going out. We use the estimated time field to estimate how much time a task will take.

I then use the calendar view to assign a due date for each task. Unfortunately, I'm not able to see what the estimated time is so it is difficult to know if I'm going over the time for that day or not.

At the very least, I'll like to see the estimated time in the calendar view. Bonus points would be if it summed the total amount of time across the calendar.

Then I could use the filters to see if any given agent is scheduled above the time for each day/week.

 All we really need is the ability to subscribe to the TaskRay calendar in GSuite - then we can have one master calendar (Gsuite) that we can refer to.  As a bonus, it would be sweet to be able to subscribe to GSuite calendar in TaskRay.

In the Row View tasks are grouped by a certain field. The tasks within each group are sorted alphanumerically.

Would be great to be able to drag/drop to sort these tasks within each group in a different way and perhaps also have the same sorting options as Kanban View.

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.