Ideas

We'd like to set a board filter and it show a pop-up number that will show the amount of projects that fit that criteria, similar to how you see Facebook messages or even unread chatters on a task.

The current baseline feature is nice, but only from an individual project perspective. We work entirely with templates, and have automated baseline creation when our projects reach certain progress percentages. Now, we'd like to be able to pull reports that can tell us things like the average duration/actual hours for phases of a certain type of project, the number of times tasks had schedule conflicts or were overdue, or by what degree certain tasks/groups tend to exceed or hit their estimates. I know there are ways to do this via customization, but some standard features would go a long way towards helping us analyze our processes and teams.

We need an ability to alert users when a task has a schedule conflict. We want the notification to include both the preceding and dependent task owners who are affected by the conflict and give them details about the conflict in the notification. Right now, all we can do is notify the dependent task owner but can't provide them details as to what is causing the conflict.

Currently, you can't add notes to time entries when creating a time entry via the Timesheet or the TR Time Lightning Component. With the Timesheet, users can create a time entry and then click "edit" to add a note but people forget to go back and make updates. The Lightning Component doesn't allow for edits, so you simply can't add notes via that method.

We also want to require notes on time entries, and not being able to enter notes when creating a new entry makes it so that we can't implement a validation rule for this requirement.

It's possible to share Projects with all associated Tasks, but there is no option available to share or restrict access to specific Tasks.
Some users (e.g. Customer Community Users) should only have access to specific tasks within a project they are teammember of. This should be based on owner or other criteria like Task type or name.

Hello,

In project plan view, there is a '+' (plus sign ) menu showing all the fields alphabetically. We are requesting this drop down should show the fields exposed in FieldSet only. In our case, we don't use 'Override Project Schedule' filed so it is removed in FieldSet, but the plus menu still shows it and cause some user confusion.

Shianghu

We handle accounting functions for several different clients. To keep on top of everything we have been using a Project for each client and Project Task to track our responsibilities for each clients. Each one of our Task would have a procedure that goes along with each task. You have the ability for each task to repeat which has been great at keeping us on schedule. However, currently your repeat function does not have the ability to carry over anything we attach to it. This would be a great help.

Thanks.

I would love the ability to save custom views of TaskRay, rather than filters. Filters are nice, but all they can do is remove data, they can't add it back. It would like to set up some criteria, set my date view, set the projects selected, choose plan, kanban, etc., and then save for future use. 

In standard Salesforce, when a calendar component is shown, the first day of the week is computed based on the language/country settings. We live in the netherlands and the first day of the week is monday. The calendar components in Taskray starts with sunday as first day of the week. This is confusing because we use both, Salesforce default components and Taskray components. Especially when quickly switching between views users get confused. 

According to ISO 8601 monday is the first day of the week, a couple of countries, including US starts the week with sunday instead. But this leaves a large user base unhappy. So I suppose it might be a good feature to add! :-)

Our users have given us this feedback regularly - they find that dragging the trashbin onto the tasks is not intuitive and would like this to be revisited. 

We'd like to be able to design and create our own lightning components and display them in the right hand tab that we can toggle in/out in the work views. This would give users a lot of benefit, as we could display certain related lists there that they have to go to the project page to see now. 

We want to be able to Lock & unlock the ability to make changes when viewing the Gantt chart. Lots of our users will show the timeline to our customers via their iPad when they're onsite and don't want to accidentally edit their timeline, which could have cascading effects/workflows. 

When we insert a stitch, we would love to be able to filter by a custom field on the template when selecting one from the drop down. For example, each modality will have their own list of templates. It would be nice to filter down so there aren't so many to choose from, as the UX when you have many to choose from is difficult today. 

We would like the portfolio & work tabs to be contextual - if I select 3 projects in the Portfolio tab, they should appear selected when I go to the work tab and vice versa. 

We are running into issues where our project names get quite long and the Kanban view, list view, etc. are not equipped to handle it. We would like the tool to recognize the name is longer than the UI can handle and abbreviate it, and show us the full name of the project when hovering. 

We would like to be able to capture different data for checklist items. For example, a field for a user to write notes for each checklist items. 

We would like to have the option to do wrap text on a column header in the plan view. We know we can expand the column width to show the full name, but this impacts the ability to print the gantt chart nicely. 

How can I easily edit a Task Group created by someone else? Can you make it editable in the UI please. Currently, I cannot double click to open a task group. I have to actually search for it, and then open it to view details/edit.

What I am trying to do in Plan view is sort Projects by name (or priority after adding the custom field) and not by date/deadline. How do I do this? Also is sorting of Task Groups alphabetically within the Projects possible in a similar way within the sorted projects?

Critical path is a crucial component to Project Management and would assist in helping our teams prioritize based on project needs.  I feel it could be a quick highlight of the tasks on the Gannt Chart that shows emphasis on the critical path tasks.  

In Plan view where i see all Projects, I can add Owner field, however it only shows the Task Owners when you expand the project. It would also be convenient to see the Project Owner in that view as you scroll down the various Projects, however the Owner field is blank for Projects. 

I am exploring Project Hierarchy. Specifically, I expect to be able to rollup the the Estimated Time and Actual Time fields from children Projects to Parent Projects. Pointing us to DLRS is not a good solution. This should be part of the native TaskRay application.

We need to be able to use tasks of different record types in one project. Are there plans to support this in the future?

Our Projects usually always have different types of tasks (Dev tasks, BA tasks, etc) each with their own native SF layout. Record Types allow us to deliver this functionality.

This is very basic functionality. I hope this is on the roadmap. Please advise.