Ideas

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.

We need Checklist items in Board Filters.   Better than "View As".  

The filter in question will be like:

- Show me all the tasks where User XYZ has a checklist assigned in a tasked that is not owned by them.

I am looking for a way to allow department heads to view all tasks assigned to their subordinates, without a project associated with it. This can be allowed in Salesforce with Opportunities, but there is no real way to do this in TaskRay without a project. 

As it works now, if a task is assigned to someone and associated with a project, anyone on the project team can see all the tasks. I am wanting it where tasks, not associated to a project, can be seen by the user and anyone above them in the hierarchy.

We would like to carry over the chatter feed on recurring tasks. We noticed that if a note or comment is entered in chatter or there is a conversation about a task that is recurring, then that task is completed, when the recurring task is regenerated with the new recurring due date, the chatter feed is blank. The chatter feed remains on the task that was completed in the finished list so it is kept safe and we can refer back to it.

It would be convenient and save us the time of going back to the previously completed recurring task if the chatter feed carried over and could be viewed on the newly generated recurring task. For example, we have recurring tasks to check on transaction history for our newly onboarded accounts for the first 30 days. We like to use the chatter to keep a tally of the transaction count each week when we check on it. Seeing the chatter history on each recurring task will help us keep a running tally of the transaction history.

Or say there is a recurring task that is completed on a regular basis but there are details or conversations about the task that was completed. It would be great to show what happened the last time that task was completed so that when a team member receives the new recurring task, they will see the history of what was done last time. Since the chatter feed is only located on the previously completed task, the team member completing the recurring task may not realize that there are notes or conversations from the last time this task was completed.

We want to be able to see which of our users are being good or bad about updating their assigned tasks in TaskRay by reporting on the number of times a task has been allowed to become overdue. I know we can get notifications when tasks become overdue, but it would be very useful to create a historical report for #of times tasks have become overdue by task owner/project team.

We use TaskRay to manage our customer onboarding. Each task essentially represents a check-in call with the customer. Our goal is to standardize the way chatter posts for each task are formatted and filled out.

We'd love to be able to edit a project template, add a chatter post outline inside of a task and have that chatter post be cloned along with the task when the project template is cloned.

We want to create BurnDown, BurnUp and S Curve chart on Taskray. To create S Curve, we need to use a field that acumulates the hours by week (Task Group or Taskray Task: End).

We need to sort the axis of the charts on 'INFO' tab. This will make possible to create a daily evolution of estimated hours, for example.

In the TaskRay project view, I have the option to change the timeframe in the Plan (Gantt) view, but I can’t see the duration of an entire project in any other view (I’d especially like to be able to print the Calendar/Agenda view). As it is, I can see individual months in the Calendar view, and individual weeks in the Agenda view. It would be great to have the option to see Day/Week/Month/Year views in the non-Gantt project views so we can use them to easily generate project plans for clients.

It would be really useful if the notes field could be added to the fields displayed when adding time to a task using the email assistant in lightning for outlook.

Currently we cannot see a way to achieve this so we have to add time within taskray itself as we require this field is populated when adding time entries.

The portfolio view would be more useful to me if I could see all incomplete tasks and their estimated hours when I click on the chevron on the left side.  Also a column to add that shows "Remaining Estimated Hours" so that can be seen for the overall project.

Hi there,

The % complete graphic is great.  However, this only shows finished tasks. 

On a similar basis it would be good to have a graphical representation for each project of:

a) The number of tasks 

b) the age of the tasks 

c) the progress of tasks moving through the "list" 

d) number of missed deadlines.

the "age" x "task volume" product could be used to create "temperature / velocity" indicator of the project.  (low temperature / low velocity meaning lots of old tasks that have not completed or moved up the list)

Cheers,

Mitch

Currently there are different ways to organize Tasks in Kanban and Row View.

I have setup my Template Plan View with the tasks in a particular order (top to bottom) and want a way to have this order kept in the Kanban and Row View, however I am not able to sort it in this specific order.

The reason for this is there are steps to be completed in a certain order and it is easier to follow if they are in that specific order.

If not able to have Kanban and Row View Tasks in same order as Plan View, have an option to create a set customized order view for the tasks in a particular template.

Example of what I would like...

PLAN VIEW:

• Task 1
• Task 2
• Task 3

KANBAN / ROW VIEW

• Task 1
• Task 2
• Task 3

Currently there doesn't seem to be a way to have the order match.

Thanks!

Currently, when you add the new TaskRay Time Component to your Task page layout and click on the 'Add' button, it prompts for the Task Name to search on so you can associate the time to the task. This makes total sense if you add this component to a Home Page, or someplace similar. However, when the component is directly on the Task page, it should automatically default to the task you are on. Otherwise, we may as well just have the related list on the page where they can click on 'New' and enter time.

My projects often comprise a collection of tests to be carried out using standard operating procedures. it looks like it would be easy to use the checklists to list for each project the most likely relevant procedures to follow to execute it. The key would be to be able to simply drag/drop or pick them up from a library instead of entering them every single time. Is this feature already built-in?

we want to simplify the export for our customer and the task group names are not relevant for them. We want to decide whether to show or hide the tasks when exporting. 

We want to be able to have our company's logo on our exported documentation so that the customer knows who the project plan is coming from (our company, not Taskray)

It is great that we can remove the task owner from the export of the activity view for the customer, but can we remove the pictures of the owner next to the task name, too? Our users are uncomfortable with their face being all over the customer export PDF. :) 

It would be nice to have the shared link that is auto-created be a more user friendly hyperlink. For example, can it be a hyperlink of the project name? 

I would love to be able to quickly lock and unlock tasks. Locking has become essential as we've begun to add more and more dependencies. If you don't have your tasks locked, then you can really screw up a project by changing the end date of one task. Any user could unknowingly move a cascade of 15 tasks just because they change a date in Kanban view. If we could easily lock dates, I would just lock them by default and only unlock when we need to make changes in plan view. 

If this isn't possible, at least allow us to unlock a task and change the date without having to save. I hear a lot of complaints about that because people open a task, put it in edit mode, change the date, click save, realize the tasks is locked, then uncheck the lock and change the date again only to realize that they have to save first before changing the date. Essentially, it requires two saves, but could end up being 7 or 8 frustrating steps if you don't understand what's going on. I think a quick lock/unlock feature would address this issue.

Thanks

If you could through Android and iPhone enter in your timesheet via the TaskRay Mobile app

Hi there,

When you click the "paperclip" icon on a task you get directed to the screen below. 

Would be useful to be able to search and add /link to EXISTING files in Salesforce.

Is it possible to rename 'List' to 'Status' as the field label?  List means nothing to anyone in our company as this is representing the current stage or status of the task.

we have various salesforce users that the assigned tasks are assigned to. However, we have several tasks assigned to people that rarely use salesforce. We would like to be able to forward the email to these individuals. If we had an "assigned to" column in the daily planner, then we would be able to see who the respective task is assigned to. 

The toggle hierarchy option is useful for selecting parent & sub projects at once, but I could use it in the portfolio view as well.

The most useful TaskRay output for our senior managers is a print-out of the plan view over the quarter or year. I've attached an example. I use the board filter to select certain projects and tasks, the "date period toggle" feature to zoom out, and then the [Export to Printer] function to put in a PDF.

I find the print settings to be finicky - when should I use landscape?  what dimensions?  What date range is still legible?  What settings should I set in TaskRay and what should I set in the browser's print dialogue?  (E.g., "fit to width" in TaskRay doesn't always maximize the page's width in the browser's print preview.)

A useful feature would be saving print settings for plan views.

Add the ability to have a "All project and ALL tasks" board filter to the board filters options in the set-up screen.