Ideas

We create a lot of projects from templates, but then the project changes significantly. Currently, we have a task at the end of each project to compare the project to the original template. This is very hard. You can't view a template and a project at the same time. It would be nice to have some kind of way to overlay the two or view them both on separate monitors or something like that. It would be nice if there was some kind of connection between the two as well, so I could go back to the template and see new tasks that were added to the project and other changes that were made. Maybe an option to approve or reject those changes to update the template.

The new portfolio view offers a great option to export project data to a .csv file; it would be even better to have the option to export task data as well (either from the portfolio view, or perhaps the plan view).

Really need to be able to search by something other than name when searching for a new Team Member to be added to a project or task! Until they end up in the Team Member sidebar (with their user icon), they can only be search for by name on the lookup field. We have multiple Salesforce users with the same name, so there is no way to identify the appropriate individual via the exis
ting search options. Inevitably the wrong users gets added before the right one does, and the other users gets notifications they should not be getting. Please update this!

Hello,

It would be great to be able to add sections to the TaskRay Project View layout, as I do on the standard TaskRay Project layout.

It would be great if there were an option to see extended user information in the search bar when adding team members to a project.  Currently, if there are two users with the same name, there's no easy way to differentiate between them.

Projects can be made private so that only certainly users can view and access them - however, it would be great if certain tasks within a project can be made private so specific users or profiles can not see them 

We need the ability to have tasks that may only be hours or partial hours in length.

It would also be nice to be able to do allocations based on assigned tasks.

I would like be able to assign someone multiple tasks and see how many hours of their day is allocated based off of that assignment.

The new 'Tasks by Team Member' feature in the right sidebar is very useful; however, it would be even more useful to have it save the user's last settings when they navigate away and return to it.  Currently, the feature resets to show 'Finished' tasks; it would be great if it would remember the user's preferences, in this example keeping the 'Holding, Prioritized, Started' settings.

Ability to automatically move Task to complete once the Tasks Checklist has been completed

Currently, the 'Delegated' board filter only displays TaskRay Tasks which are assigned to projects; it would be amazing to have an 'Unassigned' project filter for the 'Delegated' board filter:

It would be helpful to have a scrollbar appear on the side of a Task or Project lightbox for users on laptops; adding custom fields pushes the action buttons too far down the screen, and it can be difficult for some users to scroll without a scrollbar:

It would be great if the Daily Planner email were able to show tasks that are more than 7 days out.  That would be a very helpful feature to have access to when customizing the Daily Planner email.

It would be very helpful to have a feature where the duration of a task can be set and locked upon the task's creation.  Expected behavior: when a user changes a start date from the Kanban board, the end date will automatically adjust according to the preset task duration.

On the Files tab on Projects and Tasks, add the ability to select multiple files and then download the selected files all at once (rather than downloading each one of them individually).

Example use case: if I make a template for new customer onboarding, and want to send all of the onboarding files, a select/download would be helpful. 

On the details screen of a task, it would be helpful to have a dropdown menu that would allow you to choose an dependent task if one exists, and populate the start date based on end date of the predecessor task.  This would prevent having to create tasks and then go adjust them on the timeline view.

Currently, in the week view mode on plan view, it is preset to show Wednesdays. Would like to customize the start day of the week. 

It would be very helpful to have a visual representation of a Quip attachment on a task card, with functionality similar to the paperclip icon:

It would also be wonderful to have a similar visual marker for projects which have Quip attachments.

Quip is now available within TaskRay within the Project and Task Details views.  It would be very intuitive and helpful to add a Quip tab to the right sidebar, next to Info, Files, Feed, and Team:

Provide  admins a way to prevent users from being able to opt out of Daily Planner notifications or project team notifications. 

Allow for Board Filters to use the Archived checkbox on Tasks and Projects as a Filter. An example would be a Board Filter that filters by Archived Tasks and the Owner's Name so multiple users can see an individual user's archived tasks. 

Sometimes users prefer to work out of the standard Salesforce UI when viewing their TaskRay Tasks. Currently, there is no clean way of navigating from a "My Tasks" Component directly to the Salesforce UI of a TaskRay Task.

We really like Task Ray but it does not have a document Proofing and Approval tool like several other project management systems that we have looked at.  It would be great to see such a tool that allowed for annotation on documents and images that would allow for comments to be directly added to the chatter feed for that task and also to allow for approval and rejections of changes to be made as part of the process

It's not appearent if/when search results are found.  It should display the number of results found as a badge near the search icon.  In the image below I'm using group view, and the task I was search for was found at the bottom.  If I hadn't scrolled to the bottom of the group view/task list, I wouldn't have know that the search found any results.

When an administrator is viewing projects in plan view, it would be helpful to be able to create a task and immediately assign it to another user; currently the task quick-add auto-assigns the task to the user who created the task.  When an admin is viewing tasks owned by a member of his team, it would be very helpful to be able to create a task and fill in ownership (and other) details without clearing the task board filter.

When an administrator is looking over another user's tasks and projects (using the 'My Tasks' board filter), it would be helpful to be able to auto-assign new tasks to that user without having to remove the board filter.

Currently, the admin creates the task and has it auto-assigned to themselves; this forces the admin to hunt down his task and manually assign it to the user.  It would be very helpful for the auto-assignment to set task ownership to whomever is selected in the tasks filter.

Allow customers to download a group of templates via package or link into their org. These could be general templates like Onboarding, Product Release, and similar to test drive. Customers could download these templates and update them as needed for quick use in their orgs.  

If you have worked with cases in Salesforce, the Comments section is a very convenient way to keep a case updated with brief notes, next steps, information you are waiting on, etc.  It would be convenient to have a Comments section on tasks for this same purpose.  Not a general text field, but the ability to Post comments that are time stamped and static records, so it's clear the timeline of events.  I'm using Chatter for this function now, but Chatter can get noisy with so many posts.  

There is another idea request for multiple dependencies.  My idea is a variant on that;

On completion of a Task Group (reaching 100%), trigger the next dependent task or tasks.

For example, I have 10 design tasks with variable end dates in a task group called "Design Stage".  As soon as the "Design Stage" task group reach 100%,  I want to prioritize the next task or tasks in the next task group called "Build Stage".

I would do this by clicking on the dependency control at the end of the Task Group Summary and dragging it to the next task/tasks in the next Task Group (or maybe even Task Groups).

Let me know if you need further details on this idea but I think I have described it sufficiently with an example.

Cheers

Stan