Ideas

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. 

It would be really useful if we can have the ability to show additional fields on the Task Grouping from within the Kanban views other than the task group name.

Quite often the % complete of that task group is not a true reflection of the status.  Some tasks are actually very large and may take much longer to complete than some of the other tasks so the ability to have additional fields which calculate the estimated time, actual time taken and estimated time remaining for the group would be more useful. 

E.g. Task A may require 1 hour, Task B may require 4 days, Task C may require 4 hours and Task D may require 2 hours.  If you complete Task A and Task C, the % complete will show as 50% but this is not actually true when you look at the estimated time remaining on the open tasks compared to those completed.

It would be great to be able to customize the daily planner emails to include tasks based off of a field other than due date. For example, if you have a team working on a task that goes on for several weeks, it would be nice to show them all of their In Progress tasks, even if they're not due this week. Many of our users are primarily engaging with Taskray through email notifications, so more customization options for those emails would be very useful.

Currently, when the team tab is expanded, we need to use the "Show More" link to display all users when there are a large number of users in the team. 

The different options for entering time are not consistent across Taskray. You can enter time on a task along with Billable, Notes and now Type when you enter time from a task card. However, you can't enter Notes or Billable from the Time Sheet or Time Entry Lightning Component during the initial time entry--you have to save your time entry, then edit that entry and update it. It's confusing to users if they have to use several different workflows in order to enter their time, which reduces adherence.

Currently, In Box for Project VF page, when we click on "CreateFolder" it creates a sub folder in "TaskRay Projects" folder by default, but in Orgs with multiple recordtypes for "TaskRay Project"object, users should be given option to select the folder in which they want to create their project related folder

ex: Root Folder --> TaskRay Projects --> Record Type Folder --> Project related folder

We need to be able to allow the users to enter negative hours in Time Entry. The reason for this is due to the fact that we send the previous month entries to our finance department for 'billable' type projects to pay out to our Partner Organizations for time they have spent on the projects. We then lock these records so no changes can be made. Since they are no longer editable, we need to accommodate for any adjustments if a user made a mistake in their time entry. This would then result in creation of a credit for the Partner Organization.

It allows the user to enter a negative number in standard Salesforce screen, but not in the TaskRay board.

 The new release has a new "Type" field that can be enabled for time entries which has the potential to be super helpful. If it could be taken one step further and have a "Sub-Type" field as well, where you could set up dependent picklists for general time entry it would make TaskRay far more flexible as a time tracking tool. Our org wants the time entry data that TaskRay provides at the project level, but also wants general non-project time entry from our resources as well without needing to enter time in a separate app.

Being able to select something like "Non-Billable>Type=Support>Sub-Type=Password Reset" on a time entry when doing a random pass reset request would make it so that even users not working on active projects can enter their time more easily and granularly.

My internal view includes a custom field as well as start/end date. These are not displayed on the customer view and includes critical info that would be beneficial at a glance.

Currently, you need a relatively high level of access to utilize the export to .csv feature. Within our organization, we limit access to ensure our project plans remain as clean as possible. Unfortunately, that also removes the ability to export, which even light users need. It would be great to have a way to allow for this (permission set, toggle in admin settings, custom settings, etc.) to easily control this. 

When we export from Portfolio view, the generated CSV includes a Task Group column by default. I'm hoping for an option to remove that column from the default export.

I like the "TaskRay Daily Planner" email I get every morning. I'd like to be able to generate it manually (on demand) anytime during the day. Either the email or a report with the same content.

Hello,

It would be great if we had the option to remove "Non working" days from the Plan and Calendar view.

Currently on the Plan view, the non working days show up grayed out. It would be great if we had the option to not show them at all.

I was looking for a way to filter out private projects and none exists.  It would be nice if a formula Checkbox field existed to return whether the project was private or not.  That way it can be used in reports and dashboards,

Add the ability to print different projects using, standard, legal, or 11 x17 sizes. Currently when I choose 11 x 17 it does not enlarge to fit the entire sheet. So essentially I am seeing what I would see on 8 x 11 sheet only on bigger paper. 

When I assign a task or checklist item to one of my users, I need for that task/checklist item to auto-populate on their timesheet instead of them having to manually search for it and add it to their timesheet themselves. This is crucial for time entry compliance, as users in the current workflow will forget to add tasks to their timesheet or be confused as to which items they are supposed to be adding and won't log their time.

Ability to send task assignment emails when certain criteria are met. For example: I'm trying to create a project backlog, where I put a project's tasks in "identified" stage, assign specific team members (not a queue), and then move everything to a "to do" phase when the project goes live. I'd like to just send one notification to each team member at the "to do" phase that they've been assigned to the project and not have an email go out for each task during the "identified" stage.

I've noticed that it's very easy when looking at a project in the Gantt view to accidentally scroll back in time way before the project started. I've attached a short video illustrating the problem. It would make sense to me to limit the scrolling so that you couldn't scroll back before the start date of the first task, which would fix this. Thanks.

It would be helpful, especially in templates,  if clicking on a task would automatically take you to that task date within the plan calendar. Trying to scroll to find the project and tasks within the multi year calendar is frustrating.

Some clients find it difficult to find how to expand, so we would like the projects shared to have the ability to default to expanded.

Ability to import a timesheet.