Ideas

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.

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!