Ideas

The performance tab lists projects and is limited to 9 columns. I would like to have more than 9 columns visible here as a great place to view all of the projects and key details for each project in this view.

Currently when user click on the "+" button to add new task it is the at the top of the task group, and when they click enter to add the task it auto moves to the bottom of the task group. The user will have to drag the newly created task to the location where the task should be.

Users would like the ability to add a NEW TASK in the middle of the task group, for example in the middle of 2 tasks so they don't have to drag tasks around post creation

We'd like to be able to assign multiple Task owners to a single Task without the use of new custom fields or Checklists. The ability to assign using Queues is helpful but requires the Salesforce Administrator to add/remove users from the Queues as they are added/removed from teams. Additionally, groups within the Team/Queue may need to be assigned to a Task instead of the entire Queue.

much like the other views, highlight the blocked tasks in red in spreadsheet view when a task is marked as blocked.

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

We currently have a validation rule which requires the notes field on a time log to not be blank. This is preventing users from quickly/easily logging time right away with the timesheet view, but they can't because the note field is blank, and you can't edit the note field until after you have saved your time in the timesheet view. It has essentially made the timesheet view/log pointless as we cannot add new records to it, only edit/view records.

We have created Record Types to separate projects by department. One department (Cities and Counties) would like Billable defaulted to TRUE and the other department (Education Solutions) would like it set to FALSE.   I would like to set the billable flag default based on Record Type to accommodate their needs.

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.

I need taskray open on multiple browser tabs showing different projects or views.

Right now, my open tabs stay in sync (showing the same TaskRay view). I have tried different browsers and private browsing mode. Some how they still sync.

How can I look at a template in one window and a project in another?

Our PMs love using the Plan view since it allows them a Gantt chart view of the project with the ability to add in the fields they wish to see. However, we use the description field to add notes to a task if it requires more explanation or color. We also use the Chatter feed for posting status updates on a task and task group. This request is two-fold: It would be really great if we could pull long text fields or the Chatter feed into the Plan view so we can linearly see status updates next to task at hand. It would also be great if we could add in fields related to the Task Group into the Plan view as well. Our current workaround is to use a report for both chatter posts on the task and chatter posts on the task group. 

For both External Sharing and Community access, the users only see out of the box fields

He have created custom fields where we want the external user to VIEW or EDIT to collect data from the external community users.

is there an field level option to allow custom fields accessible for external sharing?

Currently out of the box functionality is one Task Owner per task

There are use cases that 1 task can be completed by multiple people, or some percent of the task was completed by user1 and the task was re-assigned to user2 

How can this be done with out creating multiple task row for the same actual singular task?

- Ability to see checklist items in the Plan view - Similar to the MYWORK view you can see the checklist with a dropdown and also add checklist in other view so they can be exported along with tasks.

- Checklist Assignments - allow QUEUES assignment at the template level so when the project is created the Tasks and checklist can be re-assign in bulk in the Project TEAM tab, currently the PM will have to open each task with checklists and manually re-assign checklist items one at a time

currently only 18 icons with people's faces or Queue show up

We can expend it to show more, but the issue is that we have project with large amount of team members and if we need to drag a face to a task and it is not in the initial 18 the end user will have to expand the team tab and click SHOW MORE to show all team members every single task assignment 

Currently we the project manager can add to project team any one in the company, and also directly to Task owner. We would like to only do a look up against users with TaskRay license assigned. 

We have 11,000+ employees and not all of them have TaskRay license so they should not be available until they are given proper license and added to TaskRay permission set

There is a TaskRay error message that the user must have read-only access, but the project manager (end-user) does not know who has a license and who doesn't so filtering by only license users would eliminate any guess work from end users 

When creating the checklist items, it would be very helpful to also be able to enter estimated hours for the checklist item.

It would be very interesting for a Department Manager (or Group Manager or Colleague back up) to be able to follow specific projects.

A view could be generated with the summary of the dedicated projects thus monitored, by clicking on the + Follow icon.

We know how to change the LIST field values and colors

The LIST filed is not a very user self intuitive name for the end users with out a lot of training, they want to rename it to "Task Status" but the LIST is a TASKRAY out of the box field that can not be changed, and it will also need to be changed on the Kanban view, My Work, and all other out of the box views with out breaking logic.

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

Enable the ability to maintain the same type of formatting is in 'regular' chatter, where you can bold text, use bullets, etc. 

Currently, you are only able to move a task to a status like In Progress or Completed. It would be nice to show a task with a percent complete. 

Task A takes 3 weeks and is 20% complete vs Task A takes 3 weeks and is In Progress

When I run the filter to hide all tasks 100% complete to clean the project screen, the Groups they live in are still shown on the Project Screen. Like MS project these Tasks groups should also hide, not to be seen again until 100% filter is turned back on.  In our project it is very difficult to scroll down 50 task groups to fine 1 open task.(Plan View) 

We are a G-Suite customer and having the TaskRay tasks published on the calendar would give visibility to the team as to what project/tasks teammates are working on. Currently folks have to check two separate calendars so having this feature would definitely improve team's productivity!

Thank you!