On this ideas page, can you create a link to the top 25 most requested ideas?

Hi,

It would be great to have the ability to retrive all changes (particularly on status change) from an archived project. Because when a mistake is done (and it always happen when you do plenty of project in //), and when you do not have the historic, it is difficult to try to understand what went wrong when? And we ack to info to have a good quality process.

BR

Yann

Would like to be able to have a filter on a field and use a Public Group in the value, so that any member of the Public Group that matches the value would filter through.  (would need a IN operator, which is not available today)

The Board Share support usage of Public Group, but can't be used in the Filter itself.

Use Case: We create a SCRUM board, and have to manually add names to the filter, lot of manual and upwards of 30+ filters to get all the names in.  Would be more security/automatic if could use Public Groups, and just add the user there.

We setup a group based on "roles and internal subordinates" in Salesforce and I created a Project Filter in TaskRay shared to that group. It only shares with the role added to the group and not the role's internal subordinated. It'd be nice if the view sharing functioned like Salesforce and worked withe the internal subordinates. 

Need the ability to administer and set which columns users can see in a view. This will be very helpful when we have to ability to configure columns per view.

We need the ability to configure columns per view. EX: If you are in a custom "CR Analyst" view, our Custom Reports team members could see the project field "report type" as a column. Whereas in a "GL Analyst" view, our General Ledger team members could see the project filed "accounting software" as a column in place of report type. This would also help teams due to the limitation of columns in views.

I just discovered the new Complete Project functionality with the latest Summer 19 release of TaskRay (https://support.taskray.com/hc/en-us/articles/360023924254-Complete-Projects) that includes a "Complete" button on the project with options to just complete the project or walk through an onboarding project completion, as well as two new fields that get populated on the project upon completion (Completed checkbox and Actual Completion Date date field). Since our use cases do not include any onboarding projects at all, and since we have not decided to use the new Complete Project functionality (since it would involve migrating historical projects to fill in these new fields with data, changing our business processes, and updating numerous reports to reflect the changes - a giant effort), I would like to be able to HIDE the new Complete button from users. Please make this possible. Thanks

The summer 2019 release added timers to the system. We would like to disable this feature as we already use a robust timer system.

The impact of this change is that to enter time through the timesheet view, we have an added click. This added click really adds up since we have to do this every time to get to that larger view of information.

Allow users to disable the timer options or default our view to timesheet view to save clicks, please.

Thank you

-k

My project page is feeling very cluttered.  It would be great if we could add a page break so that we can group like fields to clean up the view and make finding fields easier.  

We would like to be able to report on or display the visibility of a project. We have created a roll-up field on the Project object to filter all team members that have a Group ID and the name starts with 'All'. If there is a number in this field (>0) we then display Public. If not, then Private. Would be great to be able to utilize the TaskRay field, rather than creating a work-around.

It would be nice to have a standard report in Salesforce that allows to pull TaskRay Projects with TaskRay Groups with TaskRay Tasks. Currently, there is only TR Project with Task Groups OR Task Groups with Tasks.

The current offerings do not allow you to show Overall Project Project Progress with TaskGroup Progress. 

This limits the full capabilities of creating a Dashboard view for Executive Leads on various department projects which are similar but need to have their own private project plans.

It would be very helpful to have the ability to hide visibility of the TaskRay Feed from the Sidebar.

We have many projects that have tasks with varying time estimates to complete the task.  I'd like to see project progress based on time, not completed tasks.  Let me give you an example. 

Project X has total estimated time to compete = 15 hrs.   There are 10 tasks. Nine of them estimated at 30 min each to complete (total 4.5 hrs) and 1 task estimated to take 10.5 hrs to complete.  Let's say the 9 half hour tasks are done. The current way TR calculates progress would show the project at 90% completed with in reality there's still 70% of the project left (in terms of time).  I'd like to have the option to calculate Progress based on time so I can see the project at 30% completed, not 90%. This would be a million times more useful to us.  Thanks!

We'd like to be able to add a custom field to the Team view on the task board. That way users can input amount of hours or % of work shared on the project. 

I would like to use TaskRay in more places. Converting existing components to Lightning web components would enable this.

When I use Board filters or Power filters to select a view, I want the order of projects to show in the order they're sorted in in the Performance tab. 

Hi,

Scrollbars are currently positioned in an odd position. When using a normal mouse, you can use the wheel to scroll, but some of our users are using a Wacom tablet / pen as mouse, not containing a wheel to scroll. This makes the user interface less user friendly.

The team / assistant / files / feed/ insights buttons cover the scroll bar, making it impossible to scroll in this area.

On low resolution or having more list statusses, the scrollbar is hidden outside of the screen.

Our change request:

Please change the scroll bars to be positioned in a way that they always visable and usable.

Regards,

Stijn

I was wondering if the increments for the Timer can be adjusted? I have read the updates article for June 2019 and consulted the Timer blog posts on the TaskRay help pages.

The new Timer tracks hours on a quarter (15 minutes) round-up basis. Is it possible to set the round-up from 15-minute increments to 10-minutes or 5-minutes?

I need taskray open on multiple browser tabs showing different projects or views.

Right now, my open tabs stay in sync (showing the same TaskRay view). I have tried different browsers and private browsing mode. Some how they still sync.

How can I look at a template in one window and a project in another?

The new timer functionality is very nice.  I was a little disappointing to find out it was not available in the mobile app.  Please consider adding timer functionality to mobile app.

We have created Record Types to separate projects by department. One department (Cities and Counties) would like Billable defaulted to TRUE and the other department (Education Solutions) would like it set to FALSE.   I would like to set the billable flag default based on Record Type to accommodate their needs.

If you have 2 users with the same name, there is currently no way to know which user we are selecting to a Project team. We would like there to be a second level of differentiation, preferably 'Role', so we know which team member we are adding to the team. 

In the Salesforce Record page, you can search owners with their Role included in the search. This would help us make sure we are adding the correct team member to our projects. 

We use the document filing system, Worldox from World Software, and would like to be able to link the URL link of a file to a Project and/or TaskCard. TaskRay does not seem to support the wdox:// file, only http://, https:// or ftp:// formats. Is there a way we can add another URL type?

Currently we are attaching the files through the 'Upload Files' upload, but a direct URL link to the file would be helpful.

When the Simple project schedule is enabled if the project falls on a weekend, it automatically defaults to be due on the NEXT business day.  Is there a way to change this to having the project due date to the business day BEFORE.

Example.  If a project due date is 6/30/19, this is a Sunday.  So the project due day reverts to 7/1/19.  However this would make a license project (in our company) late, because it would have been due the business day before the expiration which is 6/28/19.

I have looked at making an advanced schedule, however I would still run into the same problem (I’m thinking) that if I change business hours to be closed on Sat/Sun it would still roll over to the NEXT business day, not the PREVIOUS business day which is preferred.

In the June 2019 Release, there is a timer on tasks - AWESOME!  However, the timer is not available on the "My Work" vieew.  I have encouraged my team to use the My Work view all the time since this cuts down on the clutter.  I would really like to see the timer added to the My Work view as well.  Thanks for your consideration.

Right now, when you use the Global Action button to create a new task, it does not allow changing of the owner to assign the task to someone else. This need to be able to happen, as not all tasks that get created are for the user creating the task.

It would be beneficial to allow users to record the amount of time that they spent on individual checklist items rather than the whole task. 

This would be helpful especially in instances where checklists within one task are divided up between multiple people 

It would be awesome if I can mass-edit a task group:

1) Assign all to one person

2) Assign all to one queue

3) Make all tasks blocked

Looking forward to being able to do this! Thanks!

Deleting a TaskRay Project record from outside the TaskRay interface should also delete its related Task Groups and Tasks. We have several users leveraging List Views to mass update TaskRay Projects, or open up TaskRay Project tabs to view in Salesforce Classic record detail.

Right now if you delete a TaskRay Project via the Salesforce Record (classic), it won't delete the related Task Groups or Tasks.

Logging here in the hopes that we're not the only ones with this use case, and others would like to see a Project's related Task Groups and Tasks be deleted when the Project is deleted from its Salesforce record.