Ideas

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

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.

When using my work view, users are going in and adjusting the end date for a task but when this is done the duration of the task is not kept and the start date stays put. The duration has now changed, which alters the allocation of work (Estimated Time (hrs)). We need the ability to lock the duration so if dates are changed, the duration is honored. 

It would be very helpful to have a feature where the duration of a task can be set and locked upon the task's creation.  Expected behavior: when a user changes a start date from the Kanban board, the end date will automatically adjust according to the preset task duration.

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 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.

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. 

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.

We have contractors we work with who submit their time entries by copying over their hours from their external time tracking systems where they regularly log time entries of several hundred hours. Currently, the Hours field on the TaskRay Time object allow for 2 digits and 2 decimals, for a maximum time entry of 99.75 hours, so they are having to break up their time into a long list of sub-entries to get their time into TR. Would it be possible to increase that limit to 3 digits and 2 decimals for a maximum entry of 999.75 hours on a single time entry record?

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

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.

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. 

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.

We setup a group based on "roles and internal subordinates" in Salesforce and I created a Project Filter in TaskRay shared to that group. It only shares with the role added to the group and not the role's internal subordinated. It'd be nice if the view sharing functioned like Salesforce and worked withe the internal subordinates. 

Provide the ability for an alternative means of adding external (non-SF) project participants, (such as a customer contact) to tasks. Currently, this is only possible if the user is the task owner or by adding a custom field(s) to the the task object. 

It’s not reasonable to expect a bunch of queues to be set up for random groups of project participants. And, External Sharing allows communication of the project data to outside entities but does not confer any ownership or accountability that can be attributed to a person who is responsible for the task(s).

Not every Task Ray participant in a project is going to be a SF user in our instance. There need to be some form of object or set of fields that permit Contacts or even just a list of project participants to be included in tasks even when those participants are not users. Even if they were users, only one user can be assigned to the task owner, when it’s clear in most PM products that any number of people can be assigned to a task (or even groups). 

While it may be in everyone's interest to help Salesforce increase the user community, that is not realistic when simply trying to convey accountability for tasks and  communicate that to customer management.  

I'd like to be able to allow external users to be able to make comments  and attach files to tasks.

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.

I'd like the ability to at least share externally in the Row View in addition to the plan view.  Ideally, we can have the ability to select 1 or multiple of the views to allow the user to see externally.

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.

Allow a filter of recent projects.