Ideas

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. 

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

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.

Have a column added to show if a task has a checklist and the progress the task has to completing those tasks in the checklist.

When a task is blocked, allow the ability to add a note to that task or require a reason why the task is blocked. Will keep for reporting purposes to understand what the blocker is/was.

It would be great to have the ability to have one task in two projects. Or a way to link two tasks together so that when you update one it updates the other one. 

For example: We are planning a fundraising campaign with dates that that our communications department needs to be aware of. I would like to have the task, Send Kick off Email, in our fundraising campaign projects AND in our communications calendar project. That way if dates change or if it gets marked completed in one project it will already be updated in the other project. 

It would be great to be able to type a user's name into the Task Search box and quickly filter down to that user's tasks.

This would be great for users who are less familiar with what values are available and not wanting to open up the support document every time to look. 

Currently, users can hide out of box board filters. However, this often gets missed during onboarding as they are learning many new things and this particular step is very nuance. As an admin, I would like to have the ability to hide out of box TaskRay project, task, and board fitlers on behalf of my users. We are requesting to make this more of a global setting.

Cara

Add the ability to have a "All project and ALL tasks" board filter to the board filters options in the set-up screen. 

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!

Board Filters can take up a lot of sidebar space. It would be great to select board filters as a drop-down.