Ideas

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? 

Currently, when a timer is started from a task, the notes field is grayed out.  It would be nice to be able to update the notes as work is completed during the timer's run.  For example, if I am working on a task for 3 hours, I'd like to be able to enter notes as I go, so I don't have to remember them all at the end after the timer is stopped. 

Any notes entered while the timer is running should remain after the timer is stopped, even if it isn't saved at that time.  That way, the notes are still visible in 'unsaved timers' in the time sheet view.

When you use the wand in the plan view to bulk add team members, there isn't a way to see more information about the users. We have ~10 Mark Johnsons and have no way to know which one should be selected, see screenshot. 

Additionally, when I add a team member via the lightning page, it requires me to enter a team member name and select a user, and regardless of what I put in the name field it is overwritten by the user that was looked up. we don't want to enter this name 

More and more users in our org are using the Dark Mode option in the Chrome Lightning Extension https://chrome.google.com/webstore/detail/lightning-extension/hfglcknhngdnhbkccblidlkljgflofgh?hl=en-US

In order to make TaskRay way more usable in Dark Mode I would like to suggest some work is done on the color of past due tasks and the color of the today timeline bar in Plan View. Both of these show in grays that are very difficult to see in dark mode. 

My retina's thank you in advance.

Can we add an export feature on the MyWork tab that will export an expanded list in PDF form that looks exactly how it does in the MyWork Tab? Its a great resource to communicate to my manager what I'm currently working on. 

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. 

Our admins and team operations users are regularly building templates and projects where they need to create checklist items and assign them out to team members. However, when a user creates a checklist item, it automatically assigns that user and adds them to the project team. It would be nice to toggle this off for certain profiles or permission sets.

When on a call, we find that 4-5 of our employees have to manually enter the time.  It would be great if there was a picklist where I could select the individuals on the call and it would clone the information so we do not have to manually enter each one.  

Would love to be able to add time tracking from a calendar view on the mobile app.  Similar functionality is available on the desktop version, but being able to use this on the go would be amazing.  

We would like to be able to click on taskray today tasks to be able to add notes. 

Quip is now available within TaskRay within the Project and Task Details views.  It would be very intuitive and helpful to add a Quip tab to the right sidebar, next to Info, Files, Feed, and Team:

This should be really simple to do (it is on a standard lightning page) but can we replace (or at least add in addition to the old component) the new Quip Lightning Components available for SF Lightning Pages? Here's a link to both of those components:

The current cutting edge component allows live editing of the quip doc inside Salesforce and would be a huge improvement from an attachment list that opens quip in another tab. Please add this to the page using the standard option of 1 quip doc per record (unless we can also find a way to allow users to utilize the templating feature which would be amazing to create quip doc templates from data in Taskray). Here's the trailhead link about this component:

https://trailhead.salesforce.com/content/learn/modules/native-quip-for-salesforce

The other useful one to add is the better attachment list for quip docs which is #1 in this list:

https://www.quipsupport.com/hc/en-us/articles/360022156351-Quip-Salesforce-Integration-Summary

The live editing doc component is #2 in that list that I first referenced. If I were to suggest specifically what to do in the TaskRay modal's quip tab:

Put the #1 upgraded attachment list of quip docs first, this allows a quick view of all the docs and clicking one of them opens the quip doc in a modal inside SF that allows direct editing without going to quip.

Put the #2 live document component second under the upgraded attachment list so 1 document can be selected for each record and edited live within the TaskRay Modal

Put the current component at the bottom in case existing customers have data in that list they want to maintain. Give customers a depreciation date by which this quip component will be completely removed from TaskRay like it should be in all SF orgs (and probably will be retired by quip someday).

It would be very helpful to have a visual representation of a Quip attachment on a task card, with functionality similar to the paperclip icon:

It would also be wonderful to have a similar visual marker for projects which have Quip attachments.

Allow for customization of the list of the tasks in detail tab in the quip live app. In practice, this would allow users to add or remove columns (custom fields as well as standard) within the detail tab. 

I really like the TaskRay Live App for Quip, but it is missing one of the biggest pieces of information! 

For each task, there is a Task Owner, but the Live App doesn't carry over this information.

Can you please add this soon?

Allow for Estimated Time (hrs) at the individual checklist item level rather than all time being allocated to the task owner

It is nice to see the red on Overdue, however that doesn't help with where the task is.  In our list we have Customer Review, which is one before finished.  For our planning, customer review is ok when the date is beyond the end date of the task.  Our goal is to finish before the date, and the customer to review afterwards.  This means that everything we do turns red.  It would be nice for certain list values to not show red (possibly with a red notification /image or with red stripes across instead of everything red) so that we know we are not behind from a project perspective (especially since we hold extra time at the end of a project for fixes and updates).

Hi,

Scrollbars are currently positioned in an odd position. When using a normal mouse, you can use the wheel to scroll, but some of our users are using a Wacom tablet / pen as mouse, not containing a wheel to scroll. This makes the user interface less user friendly.

The team / assistant / files / feed/ insights buttons cover the scroll bar, making it impossible to scroll in this area.

On low resolution or having more list statusses, the scrollbar is hidden outside of the screen.

Our change request:

Please change the scroll bars to be positioned in a way that they always visable and usable.

Regards,

Stijn

My project page is feeling very cluttered.  It would be great if we could add a page break so that we can group like fields to clean up the view and make finding fields easier.  

The control of the Project and Task layouts through field sets is extremely limited.  Let's make Lightning Record Pages an option for taskray layouts while in the taskray app. (not just on a taskray record outside the taskray app).

Hello,

It would be great to be able to add sections to the TaskRay Project View layout, as I do on the standard TaskRay Project layout.