Ideas

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.

When a repeating task has a chatter link or a file attached, that file/link should be copied over to the new task when the initial task was closed. 

It would be very useful for groups using Taskray for Communities to have a Lightning component that lists all of a user's upcoming tasks, not just the Today view. Currently the To-do component is record-specific, it doesn't work on a home page.

Can you offer a downloadable pdf for your support documentation? Being able to read your documentation offline would be very helpful.

We'd like to be able to hide checklists from the external view of project plans. Currently, external users can see all checklist and checklist items in the external view of the project. 

I would like to be able to include chatter on tasks in Salesforce reports. As of right now you can include multiple fields from Tasks in Salesforce reports but you cannot include the chatter. Being able to see the most recent chatter on a task in a Salesforce report would allow our organization more insight into why a task is blocked or delayed.

My company has a requirement of branding client-facing communications with at least a logo. It would be great to be able to customize an externally-shared project.

Enable the file preview by clicking the file's thumbnail in the chatter post. Should be available while in the TaskRay card chatter tab.

Allow for customization of the list of the tasks in detail tab in the quip live app. In practice, this would allow users to add or remove columns (custom fields as well as standard) within the detail tab. 

Currently, when a task is set to repeat every month, a new task is created with the next month's name upon it's completion. E.g. a task called May 2018 will clone to June 2018. However, if a task was called "Maya May 2018", it will cloned to "Junea June 2018".

I'm not sure if this also applies to daily/weekly/annual repeats, and it does seem like a very corner case, but definitely could do with some more advanced rules. Maybe some regex rules or only increment the first/last/all instances of the month?

When creating a new task, you typically enter the "End Date" after the "Start Date". 

If I enter a start date of 11/15/2018, it is odd that when I edit the "End Date", the calendar defaults to the current month (June 2018 in this case).  Can it be changed to the month of the "Start Date" to save clicks?

Thanks

I really like the TaskRay Live App for Quip, but it is missing one of the biggest pieces of information! 

For each task, there is a Task Owner, but the Live App doesn't carry over this information.

Can you please add this soon?

It would be really helpful to be able to see additional fields in the agenda and calendar views.

We have added a custom "Start Time" field that I would like to be visible in these views and to be sorted in order of start time.  We use TaskRay to help our teams plan their days and this functionality would enhance our ability to plan and manage the completion of tasks.  It would be useful to include the Project name and Task Group names in these views also as we have a large number of projects so the colour coding approach is less helpful for us.

Thanks

Ben

It would be very helpful if we could hide the "Add Team Member" field from the Team tab in TaskRay so that our users didn't see this option.  There may be other parts of the UI that could also be removed/disabled if necessary to support a use case.  In our case:

We have repeatable projects that always involve specific user roles for certain tasks, but depending on the client, the user who fills the role is subject to change.  To solve for this, we've created a project template that assigns each task to an empty queue named for the role that should be responsible for the task.  We then set up a related custom object called "Project Team" that allows us to assign team members to specific roles.  Process Builder takes the users entered in that custom object and automatically assigns them to tasks in the new TaskRay Project.  Because we want to have our users use the custom object for maintaining their team members, it would be very helpful to hide the "Add Team Member" field that does not work through our custom Project Team object.

The control of the Project and Task layouts through field sets is extremely limited.  Let's make Lightning Record Pages an option for taskray layouts while in the taskray app. (not just on a taskray record outside the taskray app).