Ideas

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.

The Calendar > Agenda view currently only shows the Task name, the Project name, and the Task Group (if applied). It would be helpful to be able to customize this view. For example, it would be helpful for my team if we could add fields such as Task Start date; End date, Business Duration, List and Priority. Adding this type of customization would allow for a very comprehensive, exportable/downloadable, weekly agenda view. 

We use TaskRay to manage software implementations and it's not uncommon for customers to make changes to what they're expecting to be delivered during the implementation process. This can lead to cancelled tasks which cause a project to never reflect that it is 100% complete. In turn, this means that the automatic archiving never kicks in for these projects, so users need to manually address. I'd like to ask that the Progress field be updated to consider both Finished and Cancelled tasks as "completed."

Taskray is awesome, we all know that! But, we live in a business world where MS Project has a tremendous footprint that cannot be ignored. That said, I'd love to be able to create a Taskray project/template by importing/converting a Microsoft Project .mpp file, preserving tasks, groupings and dependencies. This would save an immense amount of time when setting up Taskray for existing MS Project users. 

Please Please Please allow us to create tasks/projects directly from an account in salesforce. This is so crucial for a service based business.We can only see an old generic form without any of the rich functions taskray has. Big opportunity if you guys add this. 

Hello,

I am experiencing inconsistent behavior in TaskRay with regard to tasks that have been moved to the Finished stage. In some cases, Tasks that have 100% completed checklists and have been moved to Finished status are still being reported as Overdue in the TaskRay Daily Planner email. I've attached a screen shot for reference. In this example, the first task, "Check prospect status" is overdue, but the second "Evaluate Opportunity" has been long since completed and sits in the Finished stage in Kanban view.

I assume that I haven't configured TaskRay properly, but am at a loss for how to correct this. 

Thank you in advance for your assistance.

Kind regards,

Bill

Extend the length of the task name preview that displays when a task is searched for in the add time entry component. The full task name does not display for long task names.

Include more than one level of sub-tasks that are visually represented on gantt. Checklist items do not appear in visualizations, require additional clicks, and have other limitations. 

I am fairly new to TaskRay, and I will be honest, there are a few items missing from the solution that would make it a truly awesome solution for project management, one of these features is closed loop emailing with the client.

We have Closed loop emails in Salesforce Case Management, accessed using the feed section of case management.  This allows our support teams to talk with the client within the ticket, and the client receives this via email, they reply and it goes straight into the ticket.

It would be a really big feature improvement to have this in the TaskRay Project Management solution, in a similar format as the Case Feed module, maybe as a feature of chatter?

Currently, we are having to log a case and use this for comms.

Cheers

Ben Gallimore
Project Manager

Currently you can set a dependency between tasks in two different projects or sub-projects by opening the task and manually adding the dependency through the task details. This is helpful when a project one team is working on has an impact on deadlines for another team's project deliverables. However, you can't see these dependencies in the plan view UI. It would be great if we could set dependencies between tasks in sub-projects and be able to see the arrows and add/remove/edit them the way we currently can with dependencies in the same project.

Would like the ability to add a pre-made task group template and drag and drop wherever needed into a currently open project for quick project customization.

I would like the ability to drag and drop email attachments straight from Outlook and into the chatter feed file upload without having to first save it somewhere in a folder on the host computer/server.

I would like to be able to select a project and that "logs you into that project" and initiates the clock as active time spent on that project to accurately track time spent. Then while inside that project have the ability to email respective parties involved from strictly from within TaskRay if you so choose so that emails are automatically saved within their related project. 

Ability to integrate PMO documents with TaskRay Projects using a Wiki.  Some capability like Nuclino, or Confluence, maybe an integration with an existing Wiki?  Ability for project members to work on documents in real-time.  Would be nice to be able to add Project Knowledge from Wiki pages or Wiki workspaces to Salesforce Knowledge.

Right now it is possible to add a custom field for "Due Date" on a checklist item but accessing it is not user-friendly. Our team would save a lot of time and even set up our TaskRay practices in a more streamlined way if we could add this right on the Checklist Item field set next to notes. Ideally TaskRay would auto-sort these Checklist Items on each TaskRay Task in Due Date order. We would love to pull reports to see what due dates we have coming up for both Tasks and Checklist Items (what we use as sub-tasks to arrive at the bigger Task that needs to be delivered to our clients).

Hello,

I have users that have asked to shrink the Task row height in Plan View since we handle large projects that extend many lines down. Using checklists isn't the way we want to go, and having the ability to read a more compact view would help us tremendously.

Thanks!

In the portfolio & work views, we would like to see a visual notification that you have a new chatter post. Once you have viewed it, you shouldn't see the notification anymore. 

Similar to Facebook notifications 

Would love the ability in TaskRay Mobile to do a Single Project Search. Now, searching in TaskRay Mobile searches all of Salesforce and not just TaskRay Projects because it's the standard Salesforce app search and not specific to TaskRay.

Hello TaskRay Folks  - Digging this product so far. I am fairly new to project management within my new company and this is giving me the visualizations and expectations for how long our projects should be taking. With that being said....

If I had a wish list for updates or things that would be nice, I find myself having to have split screens between your application and the SalesForce Homepage. It would be excellent if TaskForce, within a specific TaskRay Project, included a linked task so that when I press on it, that linked account pops up with the relevant action item within SalesForce. I may not be explaining this right, but basically, I am trying to mitigate clicking off and on your page and keep everything to one screen, and when I finished that step on SalesForce, bring me back to TaskRay so I can continue on the tasks within that project.

I get that these things take time (and money) but I have a feeling more of your users would like this too! 

Thanks,
Dylan
732-691-6780

It would be great to have the option to see Files and Team members on the Details tab - and in this way, eliminate some of the clicking back and forth there is between tabs.  

Trello has an all in one tab functionality and I could move over more of my business onto Taskray if there was a more intuitive UI.

As a Project Manager, I need the ability to quickly and easily collaborate at the Project level by being able to initiate a Chatter conversation from the Project level. Currently I must open the Project Information window then click the Chatter tab. It would be easier if I could do this from the right sidebar or some other more easily accessible location. Many times a conversation is regarding the whole project rather than a specific task. 

As a Portfolio Manager, I need the ability for my team memebers to be able to easily track time at the Project level as opposed to only being able to track it currently at the Task level.  Doing so would make the timekeeping activity much more simple for resources traveling in the field as well as those in the office.

When a user clicks on a lookup field in portfolio view, the record should open in a new tab, similar to how it works in the work tab.  

We would like to see the option when cloning a Project Task to include Chatter.

Be able to move the team members on the right hand side of TaskRay so that you can view the team members that you would assign tasks to more frequently instead of having to click on "More" each time.

We have added some custom fields to our Task Group object but when creating a new Task Group in TaskRay, the custom fields are unavailable. You can only add Name and pick the placement of your Task Group. We would like a way to add our custom fields to the Task Group creation page. 

We have 10-15 projects each discal year that have the same 25 tasks that need to be done.  It would be helpful for us to visualize the overall status of all of the projects at the same time.  Is there a way to create a grid with each project shown as a row and each task shown as a column.  The value in each box could be a simple Y or N showing whether the task was complete or not for a given project.  Or an X if the project was complete, and a blank if it was not yet complete.  A report creating this visualization would be sufficient - I do not need to be able to edit this grid, but it would be helpful as a big picture idea of how all of the projects are progressing.

Thanks,

-Gabe 

We have a process in Process Builder that creates a share record for projects when the organization on the project is associated to an Alliance. We want to share the project with people on that Alliance. This is done when the project is created.

When the user creates the project and clicks on 'Save & Next', it creates the project and the new share record. However, they get the following message:

It looks like there are sharing rules on this project that have not been applied to the TaskRay Team. Would you like to sync it now?

We would like the capability to set it up so it will automatically perform this sync so they won't get this message. It is confusing to the end user and they never know how to respond.

I'm a big fan of the loading mask quotes. It's a way to give my users information about our company or our Salesforce setup as well as some fun quotes and facts. I'd like to have all users view loading mask quotes by default however it is set by default to off. I've found that I can change each user's settings in Custom Settings > TaskRay Settings however I will need to do this every time a new user is provisioned. Ideally, I'd like a checkbox in Custom Settings > TaskRay Global Settings to determine whether 'Show Loading Mask Quotes' defaults to on or off. I understand some orgs don't like the quotes so it'd be great if we could control the default setting at an org level while still allowing users to select their own preference.