Ideas

Would like the ability to sort the plan view projects by the end date.

Allow templates as a board filter again from the plan view - I want to be able to edit existing templates from the same view instead of having to go to a template hub. 

add back the expand in flux planner

Our users are currently accessing 4 of the 6 tabs displayed elsewhere (which we've created additional functionality for), so it'd be nice if they weren't able to view these as options when opening a task via the board component.

This would include

• Display the Taskgroup a task is linked to.
• Set a colour for a Project template so it will display as that on the planner (instead of all of them appearing in purple)
• Add an option to open the project/taskgroup/task after clicking on it directly and not just at the right hand side.

As our resources don't work weekends it'd be good to remove Saturday and Sunday from the planner. This would allow for more days to be visible within the limited screen real estate.

These types of tasks can be assigned to multiple resources, have a start and end time, and wont allow resource conflicts with other tasks which are scheduled at the same time.

Once the idea 'TIMETRACKING WITH START/END-TIME RATHER THAN JUST HOURS' has been completed, we'd need this to be displayed on Tasks within the Flux Planner.

Flux planner filers should be tied to the user just like the TaskRay board filters and view are. 

When in flux planner, if i click the drop-down on the left, the time away doesn't show like if a flux task is assigned.

Currently the Taskray VisualForce page defaults to the last used tab between My Work, All Work, and Performance. My team would like to default their view to Performance instead of last used. Is there a way where we can have users select their preferred defaults for tabs? 

It would be great if on the flux planner we had the ability to select to only show resources on that team that have that team as thier primary team.

having a checkbox in filters that says "Primary Resources Only" and this would only show resources where that is thier primary team.

We need the ability to split a task between multiple flux resources. Say we have a task that needs 80 hours of labor. We can put the estimated hours to 80, and the project is set to start on a Monday and end on a Friday. That means we need 80 person-hours over the course of 5 days. That calculates out to 16 hours per day. 

Our flux resources are set up as working M-F 5 days per week at 8 hours per day. 

Ideally, we would like to assign 2 flux resources to it, so each is at 100% utilization. this would mean each person has 8 hours per day assigned to them. 

The current workaround is creating separate tasks for each person but that's really not a great UX or clean at all. 

As a project manager, i want to be able to set a time frame that my view goes to so that I don't end up scrolling and looking in the plan view 2 years ago.

As a project manager, I want to set a number of days for my plan view so I never scroll back farther than that and get lost.

AC: PM can set a number of days and if they scroll to the left in plan view it wont go past that number of days back

We need customers to be able to mark their tasks from the dashboard, not just from the emails. 

The TaskRay Time lightning component and Utility app would be much more useful if you could start the timer function from within it for any context sensitive project or being able to pick a project task.  

I would like to see my tasks appear in the same order that they appear on the plan view - this is not necessarily in start date order. 

I would find it very useful to be able to filter the spreadsheet view to only show the incomplete tasks or the in-progress tasks.  

There is no easy way to identify at a glance what is not completed in the spreadsheet view.

It would also be useful to filter by more than one column at a time - for example show all the incomplete tasks within a particular task group.

The current external ownership access does not include chatter or files. These are key features required to communicate effectively with an external owner of a task. Please add them to facilitate communication within a task instead of relying on external email communication, which has no reference or link available to an externally assigned task. 

When working on a check list assigned to a task it would be helpfull to view the percent complete of the individual task based on the amount of the checklist complete.  Maybe part of the bar on the plan view chart starts turning a color from left to right based on how complete the task is or being able to hover the mose over the bar and it showed the % complete.

When the TaskRay Chatter component is dropped into a record page, allow a setting to be selected to filter chatter to only that which references that record (i.e. Account, Opportunity, etc.)

I think the way people view checklist items assigned to them in the My work tab is not effective and is counter intuitive. Right now my checklist items are in my work hidden in a task that is grayed out because I don't own it. I have gotten feedback within my org that they just assumed that meant the task was completed. I think showing the checklist item on top of the task would be a better way to show what checklist items I have coming up due in a given time period.

When all tasks in a task group have been completed, show the Task Group as complete in plan view

In the public dashboard "To Do" view, be default you should be presented with only open tasks that are still to do.  A filter could be included to allow completed tasks to be included if desired. 

My end users love Performance View where they can see all of their projects at once. They'd love to take it a step further and have the ability to complete Tasks and Tasks Groups within this tab. 

I understand a quick click over to My Work Tab can do this but less clicking saves more time.

Any questions please feel free to reach out, thanks! 

The "New Project" button is Performance View allows for Users to by-pass automations configured in Salesforce. Looking to have this configuration align with Salesforce functionality. IE: the ability to hide this button similar to how buttons can be hidden for related lists in Salesforce page layouts.

Limit who can edit/modify the templates. We tried and it limits who can then stitch in templates. We want users to be able to stitch in templates. We just don't want them to have access to edit the templates. Create roles for which users could make edits to templates.

Often times someone sends an email instead of doing a chatter post that I want to include on the communication chronology on a specific task card. 

I know we can email an email to task ray to unassigned and then assign the project afterwards. But I don't need a new task card, i just need the email added to a given task. 

Could you:

1. Follow your existing process of sending the email to unassigned.
2. Then, add a checkbox where they would check to 'Add to Chatter' and
3. If they check the box, have them required to enter in the Task ID: TSK-00157426 as well?
4. Then, using a flow do a chatter post to the specific Task ID Card?
5. Then, delete the original unassigned card? 

Losing communication because it ends up buried in email or spending time copying and pasting from email to the given Task ID's chatter is time consuming. 

Any consideration you could give to this request, would be greatly appreciated. 

Thank you!

~ Rose

Ability to merge tasks without losing time entries. 

Merge screen brings up standard fields on both tasks, you select which one to keep.