Ideas

Ability to drop down the checklist of a task directly from the Plan view (e.g. embedded drop-down menus). This would help considerably when trying to visualize large projects that need to be broken down into smaller pieces. Also it would be helpful to have the checklist's % completion embedded in the calculation for the project's % completion (e.g. % of a %).

It's nice we can check off a task with-in calendar view. It would be even better if we could work with checklists with-in calendar view

Would be nice if we could drag a project over top a task with-in the new calendar view to reassign a task to a different project

I wish I didn't have to create the first checklist grouping name before entering checklist items. Could the first one be created for me and then if I need a second one I'll make it manually?

Currently the Calendar view changes languages and the first day of the week based upon your Salesforce Locale setting. Some users have a language specified different from their Locale setting. Ideally we would like to see strings in the appropriate language, but the rest of the calendar and dates formatted according to the locale.

File / Folders but We use Box to manage our storage. Is there a way to incorporate services like Box or onedrive, Google drive etc?

I want to search within the TaskRay interface for all projects that have Account = specific customer name and then get a list of projects that meet that criteria. Board filter doesn't work for this without creating a filter for each customer name, I want to do it ad hoc.

Have a Filter to show hidden Tasks which have Hide Until (Days Before Start) set with a value. I know one can find them via reports and views, but it is important to be able to show them on the main TaskRay View as well.

We'd like the ability to add Custom Buttons to the Project and Task Detail views within TaskRay. Current workarounds are: 1) Add a Chatter Quick Action for the TaskRay Project object that will be exposed in the Chatter Tab. Some details regarding this can be found here: https://trailhead.salesforce.com/en/salesforce1_mobile_app/salesforce1_mobile_app_actions_objectspecific 2) Create a Checkbox that is added to the TaskRay Project field set and move the button logic to process builder or workflow.

I would love the ability to have another workflow that has different headers. Let me know if that makes sense. :)

Expandable Columns. There is WAY to much info that can not be read easily. At a glance, this is more difficult to view than VT was. You have to mouse over each item to fully read the description. That takes time.

have task detail / edit view open to the right so as to still be able to see full view of all tasks in the project

Not all projects need the Account or other data to auto flow down to their sub-projects and tasks would be great to be able to select which projects flow this data down

It would be great if there was an optional feature which would summarize the initial date values and new date values whenever a change is made to a task with dependent tasks. The user could then confirm that these changes are acceptable to prevent unwanted changes to downstream tasks where complex dependency chains exist.

Remove Sat and Sunday from Gant chart

In Row View, when sorting tasks by "Project," the tasks within each project are displayed in alphabetical order, rather than by task end date, which I suspect would be much more useful to the majority of TaskRay users. (see attached) Request to change the default task sort to "task end date" if there isn't a mechanism that allows the user to change the task sort preference.

I have a project template for each product I sell. When a customer buys multiple SKUs I want to be able to clone each relevant template and then have all clones merged into a single project for fulfilling that customer

Drag and Drop assignment for checklist items

Add a light vertical line or bar on the date section of the Plan View that aligns with today's date. This helps users to instantly see the tasks that should be in motion by today. Example attached.

Wish I could toggle "archived" on/off on a project view to see tasks that are archived with tasks that aren't inside a project

It would be nice to be able to have more than 9 different label colors for people who have more than 9 fields to display on task cards.

Remove dates from task when dragging into "Unassigned" grouping of Row View.

I want to designate tasks that contribute to the completion of a milestone, be able to view milestone completion status, filter by milestone

Please add more detail in the task assignment notification emails (ex: Project Name, Project End Date, etc.) Thanks!

Ability to make project or tasks filters individually without creating an entire board filter first. It's a little tedious to have to make a board filter and save it just to get to a desired task or project filter and then go back in and delete the board filter.

We have projects that run over several years so would be beneficial to us.

View Box file share folder without having to open Project/Task card and drill into the Box tab.

Make the Bread-Crumb active links at the top of the view with quick links to get back to the Project View in Salesforce.

If we can modify the "NO PAYROLL" button by making it accessible on main screen where we moved clients to "ready now" and "complete". With a click of a button, a small box would show up for us to put the reason why client does not have any payroll for that pay period, and it will just magically disappear from our screen instead of having to click on so many icons in order for us to indicate the client does not have payroll. Thank you! :)