Ideas

We need the ability to change the layout of the project, especially to kanban view. 

You can currently restrict field access on externally shared projects, but you can't hide certain things on the Task Card, such as:

• Checklist Tab (Checklist & Checklist Items)
• Ability to open Task details at all
• Team info (person's name & photo assigned to task)
• Team & Insights sidebar

we would like to be able to add ~20+ columns in the portfolio. Today, we typically get cut off around 10 or 12 

Would be nice to add the ability to customize Insight tab this will really help in sharing report to external users to meet business needs.

Thank you

It would be nice to have a Gantt chart lightning component that we could add to the standard project record in lightning.  I prefer the record view to see somethings, I can work on the kanban view, but I can't see the Gantt, and this would be helpful.

We have recently been updating some processes which led to having to create additional tasks. These tasks need to be added to the template but they also need to be added to existing active projects. When a new task is created, it automatically moved down to the bottom of the list (in plan view.) The request is to be able to insert a task to a specific location in the project. The other issue that came up is when a new task was added it re-arranged all of the tasks. This was incredibly frustrating for the pm who now has to re-order the tasks which would take a significant amount of time. Especially if it needs to be done to multiple projects. He recommended being able to lock the order of tasks. There has to be some way to modify a project without having to touch all of the tasks again. 

When you use the wand in the plan view to bulk add team members, there isn't a way to see more information about the users. We have ~10 Mark Johnsons and have no way to know which one should be selected, see screenshot. 

Additionally, when I add a team member via the lightning page, it requires me to enter a team member name and select a user, and regardless of what I put in the name field it is overwritten by the user that was looked up. we don't want to enter this name 

It would be great to make the TaskRay Calendar available publicly via sites.  We would like to use this to post our campaigns to our website that can inform our constituents about events coming up that they might be interested in.  So we would need to be able to define the campaign type(s) that would be available publicly.  It would also be nice if this calendar could have a URL that could be defined for each event so that when the visitor to our site clicks on an event that interests them, we could define where that link takes them (ie, to more information about the event, another web page, a registration page that we could define, etc.)

There needs to be a way to see both predecessors AND successors in the task view. We have design tasks that we assign to our graphic design lead that are dependent on the blog task, but they would have no way to see the blog task without going to the plan view. This seems like a critical feature for dependencies. 

I am in need of a quick way to archive tasks instead of marking them as "Completed". Putting a check box directly on the Task Card for easy access would help tremendously. 

I do not know which steps I will be skipping when I clone and begin a project so quickly archiving these steps so that they are excluded from the completion percentage is the ideal route. 

When utilizing External Ids for a sync, template projects could contain fields that need to be excluded from the clone process.  If we could pass a field exception to the Flow clone methods to exclude from the clone process, that would help tremendously.  

As a stepping stone, any field marked as an external Id would probably be excluded from the clone process in general since they need to be unique.

Set color per Task list and display it by the list Color in the calendar view. Currently, the different colors of the tasks are set by their project, this view is confusing for our users.It would be great to have one color for all the task related to each list type – for example, all the color in list finished will have blue color in the calendar view .

We have a need the ability for Users to see all Tasks and Checklists of other multiple Users in a Board Filter. 

It would be helpful if tasks were ordinal in the kanban view based on dependencies.

Can we lock down board filters to only be editable by board owners? 

That would prevent unintentional edits to board filters that could distort views.

Thanks!

Currently, when viewing a custom currency field in portfolio view, it does not display the currency symbol. Can formatting for currency fields, and all custom fields, be updated to match the formatting seen in a list view? 

Please allow the creation of a new task from My Work. A lot of people live out of this view but need to navigate away from it to create new tasks on a project.

Currently when you click on a project in portfolio view it takes you back to Kanban view. Some of our project managers like Row, Calendar, or Plan, having it default to Kanban creates an extra click every time. Please default the view to go to whatever view the user was last in All Work, which is the way TaskRay functions when you leave and come back to it.

We would like to see a little more contrast or ability to change colors in some of the screens.  Particularly in Plan View when you hover over a task the date bar highlights, but on some of our monitors of some of our older members the highlight is so light they cannot make out the date they are dragging too.  

When we use TaskRay Console and the user clicks the "view in TaskRay" from the lightning page, the TaskRay view appears in a new tab with the project pop-up window. We would like to not have the pop-up window as our intention of using TaskRay Console is not to use it at all. 

We would like to be able to hide/show/add options to the list of options the user sees when they select "insert stitch" in plan view. Ideally, we would like to hide some of the default options, and then we would like to add our own quick actions to create child object records. 

It would be great if only the board filter creator could edit the board filter. This one people do not inadvertently adjust the filter. 

Thanks for considering!

It would be great to select a variety of checklist items at one time and change the owner rather than having to move their image on a checklist item one at a time. This would be similar to your feature already existent on the Plan View for a task.

Sometimes we have 15 checklist items, which is very inefficient, to drag and drop an owner's icon over each item individually.

Currently, our users create stand alone tasks (not tied to a project). They are considered light consult tasks and do not have the breadth necessary to create a Project. However, they would like to see these tasks included on the Plan View so they can see the timelines for everything they are working on.

It would be great if, within Taskgroups, I could establish a sub-hierarchies so that end users can better understand the context of their tasks.  It is a great feature in MS Project and really helps folks to more easily visualize the process flow

It would be great to have the ability to track issues on a project.  With the ability to track status, priority, expected due date and owner.  The log would need to be customer facing so that they can see the progress of all issues.  

A lot of my onboarding project having bugs and other requests that are not necessarily task level items.

Taskray should allow non licensed Taskray users (but Salesforce licensed users) to see the lighting components. They're simpler than the external link solution currently available and for most users only interested in the status of a project (for instance sales) this is the perfect amount of information. 

Need a list status for when we "cancel" a task. The task should not appear as over-due, but should not be calculated in overall completion %. These are use cases where we may have scheduled to do something with a customer and they cancelled, we want to create a second task and see the original one was cancelled. 

Can we make the Portfolio tab as default tab so that whenever I enter the app no matter where I left the app, the Portfolio tab should open by default?

If I click on a link in a checklist, the link opens, but when I go back to the checklist, that checklist item is in edit mode. The user then has to save or cancel. 

I love the idea of links in the checklists. but I can easily see our users accidentally editing the checklist after they click on a link.