Ideas

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.

When multiple projects are selected, it would be great to get a prompt when adding a task to select which of the selected projects the task should be added to. 

Thanks.

It would be great to be able to assign a default view (kanban, row, etc) to a board filter. Basically, when you click on custom filter "A" it would automatically switch to Row View. When you click on custom filter "B" it automatically switches to Plan View.

Add Topics to the Power Filter. Only list the topics tied to Tasks I have access to and allow me to create a view of all tasks of several various topics. It's nice to have this be able to happen in Power Filters on the fly rather than needing to create board filters for them since tasks are so fluid.

When we download the plan view the name of each task goes to the left side and its really confuse for others to understand, please fix this issue.

It should stay the name of the owner and also the name of the task just beside the bar/workstream

Thank you. 

The new dock option is great however when you dock a TaskRay and move to another Salesforce page, the docked TaskRays disappear upon return to page.  It would be nice if these docked TaskRays remained.  

Further, it would be nice to implement a static TaskRay bar on the Salesforce interface (IE: Top or Bottom bar) where docked TaskRays can sit, regardless of which page I move to (IE: home, reports, Chatter, etc).  Perhaps even showing a "Next Up" type of reminder of next high priority item and a quick add option.     

It would be great if you could limit which team members communities users are able to add to projects. Perhaps restrict their options to only users who exist within their specific client account. 

Proposing an additional bulk action which would permit highlighting several tasks and dragging all highlighted tasks to a day in plan view. This will be especially useful when dependencies are not applicable, have several tasks which are related, but their time frame may be flexible.

Please allow us to Star / Favourite Unassigned tasks category.   95% of the time I want to be looking at my tasklist of only my "working projects" not my "as needed" projects -  thus I find "Favourites" view very handy.   However i NEED to be able to see my "Unassigned" tasks as that is where my tasks that come in by email / workflow end up.   

I find it unhandy that the "start date" and "end date" are not linked.   Most tasks are just tasks in my mind.  Projects would always have a "start date" and an "end date" but tasks by default in my mind should default to the same date.   It would save SO many clicks if the default action was to mirror whatever I put in Start date into the End date field.   Then the user COULD update the end date field to extend it if needed?   

In Kanban view it would be great to have a "snooze" icon up by the trashcan area that one could drag and drop on a task to quickly snooze it.   Not sure how you would allow for various length of snooze but...    I tend to have "Hide task until x days before" filled in so snooze would just advance the start date of a task.   Tasks accumulate fast and sometimes you need to push them off - giving us a faster way to do that then opening the task, editing the dates and hitting "save" would be awesome.

We'd like to be able to add a URL or Hyperlink Formula Field to the TaskRay Task Card Label. 

Hi, is there any way that we can get notification emails when someone tags us on chatter?

I can only see that i have been tagged by someone when i login to salesforce. But is there any way that we get notified via email when someone tags us on TaskRay?

We would like to get feedback about users behavior on Salesforce which would include the use of TaskRay.

For repeating tasks, I would like the option to see each instance in plan or calendar view.

I think this would be useful during the initial setup of the project, have the ability to visualize in plan (or calendar) view that the task is recurring, and allow for dependencies to be based on the final instance.

We love the box.com integration as far as being able to have Box.com be its own Tab in the Project and Task window and use the native box.com interface to manage files without using up SF storage space.

One major improvement would be allowed to turn it off for projects and leave it on for Tasks, or vis versa in other user's business cases. This would greatly reduce files being uploaded to the wrong object and direct user behavior as desired by management. 

Per a TaskRay support agent (Request # 505), Box.com for TaskRay has to be turned on for both to work. If one of the VF pages is removed, it breaks the plug in and requires an uninstall and reinstall. This flexibility would be great.

Does anyone know if it's possible to clone a set of tasks into a different project? For instance, if I have a "Make a Sandwich" project which includes task for "Getting out bread" and "Adding PB&J" and I want to clone a copy of those tasks into a new "Make Lunch" project, what's the best way to do that?

Currently, it seems that I have to clone each task and then reassign it individually, but it would be great to be able to do multiple task clones/reassigns at once.

It would be good as a manger to see a teams time logged for the week not just a single persons

We use the time function a lot and it would be nice to be able to see the hours logged per day. I know you can see for the week but a simple sum at the top of each day would be a nice quick feature

A project should post when tasks are finished to a Slack channel. It'd be even better if it could tag the Slack user that added the task.

Use Case Example:

New Account creation fires a process to clone a template TaskRay Task and adds it to a pre-existing project. Currently there is no easy way to associate that newly created task with the record (Account) it originated from. Please consider adding the "Map Source Field" and "To Project Field" variables in the "Clone a TaskRay Task" apex method and/or the "Source Object ID" variable.

Thanks.

Hi there,

It would be great if the delegated filter included the "Unassigned" project so a manager can see all the tasks they have assigned their staff. I seen a similar idea called "ABILITY TO SEE ALL TASKS THAT I HAVE CREATED FOR OTHER PEOPLE" and it says "Complete" that mentions the creation of the "Delegated" filter years ago, but it doesn't actually show all tasks that someone may have assigned, it only shows them if they are related to a project.

Let me know if I can provide any more insight.

We would like to be able to add custom time tracking fields to the VF page: 

The time tracking in its current form still seems unusable (no stopwatch, local applications, etc.), but a solution to this might be an integration with Toggl, which we've used for years and is widely integrated with other applications. A simple integration might be to:

1. Have them sync projects with each other, 
2. Have a current tally of "current total project hours" reported in TaskRay, and
3. Have a current tally of "current total billable project hours" reported in TaskRay (both with data coming from Toggl)

I'm hoping you'll consider a native Windows client for TaskRay. The goal of this would be to:

1) Improve upon the speed of use, and therefore it's usability (as running on force.com with the graphical overlay seems to still make TaskRay via browser quite sluggish still

2) Improve convenience for task management, as it would be even quicker/easier to quickly manage tasks

It would be great to be able to type a user's name into the Task Search box and quickly filter down to that user's tasks.

Would be great if TaskRay could filter out (instead of grey out) projects in the sidebar when looking at a specific record type. That way users will not need to scroll past loads of projects they don't need to see.

Of course users could simply create a custom board filter for project that equal a specific type however, it would be easier if users did not need to do that.

I know record types is one way to have certain columns appear and not but using record type drastically limits other filters like "My tasks" because it will only show you tasks related to that record type which sort of defeats the purpose of being able to see all tasks related to all projects. 

It would be nice if you could have a board filter option be to show which columns to toggle on and off. see concept below. 

This would allow a user to essentially retain which columns show when they pull up a filter still with the option of toggling on columns using the option next to the "sort by" on the KanBan view.