Ideas

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!

Our staff uses the calendar view in our Salesforce NPSP TaskRay app and really love it. At the moment, there is no calendar view on the mobile app. I think this would be a great idea, especially for orgs who use the calendar view more often than other views. Could also be connected to Google calendar on your phone.

I am interested in the ability to change the template for a project that is cloned from a different template. The scenario would be to clone a project that is in the concept stage from a very simplified template. Then as the project becomes more defined and "real", switch it to a template that includes the more comprehensive set of tasks but maintains all of the original project summary information. 

It would be helpful if after editing a task that the user be presented with an option to Save the edits to the task when clicking the X in the top right to close the task window. As new users, we have lost time and edits as a result of this missing feature.

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

we want to simplify the export for our customer and the task group names are not relevant for them. We want to decide whether to show or hide the tasks when exporting. 

How can I easily edit a Task Group created by someone else? Can you make it editable in the UI please. Currently, I cannot double click to open a task group. I have to actually search for it, and then open it to view details/edit.

We have added some custom fields to our Task Group object but when creating a new Task Group in TaskRay, the custom fields are unavailable. You can only add Name and pick the placement of your Task Group. We would like a way to add our custom fields to the Task Group creation page. 

We need to be able to use tasks of different record types in one project. Are there plans to support this in the future?

Our Projects usually always have different types of tasks (Dev tasks, BA tasks, etc) each with their own native SF layout. Record Types allow us to deliver this functionality.

This is very basic functionality. I hope this is on the roadmap. Please advise.

Would be great if TaskRay could filter out (instead of grey out) projects in the sidebar when looking at a specific record type. That way users will not need to scroll past loads of projects they don't need to see.

Of course users could simply create a custom board filter for project that equal a specific type however, it would be easier if users did not need to do that.

Can we modify the 'due this week' section to become 'due in next 7 days'?  

When it shows what is due this week it only shows that current week so when you get the email late in the week (Thur or Fri) you cannot see what is upcoming early in the next week to plan your tasks.

Allow for Board Filters to use the Archived checkbox on Tasks and Projects as a Filter. An example would be a Board Filter that filters by Archived Tasks and the Owner's Name so multiple users can see an individual user's archived tasks. 

It would be awesome if there was a feature where it would notify our team members that a task has been assigned to them as a direct message in slack. The owner of the task would correlate with the user in slack. 

When one puts the My Work component on a record page like an Account, it would be nice to have the option to set the default to All Tasks instead of just an individual's tasks. 

We have board filters showing Projects with no Tasks as the project meets the Project Filter criteria but the task does not meet the Task Filter criteria. My request is the ability not have any part of the project or task show unless it meets BOTH Project Filter and Task Filter criteria.

Currently, you have the ability to rename Task Groups easily within the plan view. I think it would make sense to also be able to rename Tasks from this same view without having to click into and expand the Task to edit/save.

Often times when stitching in a new task group, we would like to update the names. E.g., when stitching in a "Revision" task group, I would like to be able to quickly rename some of the tasks to include "#2" or "#3", etc., not just the task group name.

Another case would be when adding a new task to a project, if there is a misspelling, it would be useful to be able to quickly rename it from the plan view without having to open the task, rename, and then refresh to see the change.

On the To Do component in Community Builder, projects are listed in order they were created.  Which frequently means that old/completed projects are the first thing you see.  There is no way to see that there are other projects/tasks that are open unless you click through.  I would love if you would change the sort order to most recent on top or allow the Admin to set the sort order.

With multiple groups and tasks within each, could the tasks indent under each group to differentiate from the group?