Ideas

We would like to be able to have custom links on the utility bar within the TaskRay lightning app 

When we are in the Plan view, we would like to be able to edit the task name without having to open the SFDC page for each task 

When a task has been finished and it has a dependent task linked to it the dependent tasks moves from Holding over to To do or another value.  This will allow tasks that can't be done due to a dependency to be on hold and off of our to-do list, but once we the dependency is removed they move to another status automatically.  While this can be done with a validation rule, it doesn't account for the dependency type.  There will need to be a different action for each dependency type.  

We would like to have the ability to mark projects are blocked and have the project tab turn red like a blocked task does.  The reason for this is sometimes we have projects that either can't be started due to something out of my team's control or a project is halted mid-way through and is on hold due to something out of my team's control.  While a project can have a task that is blocked the project could in theory still move forward.  

Use case: I have Parent Projects set up with 4 Sub Projects within each one. Every time a Parent Project gets assigned to me I get 5 emails in a row now (one email for each Project that I'm being assigned to.)

Request: ability to only receive one email for the Parent Project that's assigned to me. I don't need notifications for the Sub Projects also being assigned to me.

We'd like to set a board filter and it show a pop-up number that will show the amount of projects that fit that criteria, similar to how you see Facebook messages or even unread chatters on a task.

The current baseline feature is nice, but only from an individual project perspective. We work entirely with templates, and have automated baseline creation when our projects reach certain progress percentages. Now, we'd like to be able to pull reports that can tell us things like the average duration/actual hours for phases of a certain type of project, the number of times tasks had schedule conflicts or were overdue, or by what degree certain tasks/groups tend to exceed or hit their estimates. I know there are ways to do this via customization, but some standard features would go a long way towards helping us analyze our processes and teams.

We need an ability to alert users when a task has a schedule conflict. We want the notification to include both the preceding and dependent task owners who are affected by the conflict and give them details about the conflict in the notification. Right now, all we can do is notify the dependent task owner but can't provide them details as to what is causing the conflict.

Currently, you can't add notes to time entries when creating a time entry via the Timesheet or the TR Time Lightning Component. With the Timesheet, users can create a time entry and then click "edit" to add a note but people forget to go back and make updates. The Lightning Component doesn't allow for edits, so you simply can't add notes via that method.

We also want to require notes on time entries, and not being able to enter notes when creating a new entry makes it so that we can't implement a validation rule for this requirement.

 The new release has a new "Type" field that can be enabled for time entries which has the potential to be super helpful. If it could be taken one step further and have a "Sub-Type" field as well, where you could set up dependent picklists for general time entry it would make TaskRay far more flexible as a time tracking tool. Our org wants the time entry data that TaskRay provides at the project level, but also wants general non-project time entry from our resources as well without needing to enter time in a separate app.

Being able to select something like "Non-Billable>Type=Support>Sub-Type=Password Reset" on a time entry when doing a random pass reset request would make it so that even users not working on active projects can enter their time more easily and granularly.

It's possible to share Projects with all associated Tasks, but there is no option available to share or restrict access to specific Tasks.
Some users (e.g. Customer Community Users) should only have access to specific tasks within a project they are teammember of. This should be based on owner or other criteria like Task type or name.

Hello,

In project plan view, there is a '+' (plus sign ) menu showing all the fields alphabetically. We are requesting this drop down should show the fields exposed in FieldSet only. In our case, we don't use 'Override Project Schedule' filed so it is removed in FieldSet, but the plus menu still shows it and cause some user confusion.

Shianghu

We handle accounting functions for several different clients. To keep on top of everything we have been using a Project for each client and Project Task to track our responsibilities for each clients. Each one of our Task would have a procedure that goes along with each task. You have the ability for each task to repeat which has been great at keeping us on schedule. However, currently your repeat function does not have the ability to carry over anything we attach to it. This would be a great help.

Thanks.

Our users have given us this feedback regularly - they find that dragging the trashbin onto the tasks is not intuitive and would like this to be revisited. 

I would love the ability to save custom views of TaskRay, rather than filters. Filters are nice, but all they can do is remove data, they can't add it back. It would like to set up some criteria, set my date view, set the projects selected, choose plan, kanban, etc., and then save for future use. 

We would like to be able to capture different data for checklist items. For example, a field for a user to write notes for each checklist items. 

We'd like to be able to design and create our own lightning components and display them in the right hand tab that we can toggle in/out in the work views. This would give users a lot of benefit, as we could display certain related lists there that they have to go to the project page to see now. 

In standard Salesforce, when a calendar component is shown, the first day of the week is computed based on the language/country settings. We live in the netherlands and the first day of the week is monday. The calendar components in Taskray starts with sunday as first day of the week. This is confusing because we use both, Salesforce default components and Taskray components. Especially when quickly switching between views users get confused. 

According to ISO 8601 monday is the first day of the week, a couple of countries, including US starts the week with sunday instead. But this leaves a large user base unhappy. So I suppose it might be a good feature to add! :-)

We want to be able to Lock & unlock the ability to make changes when viewing the Gantt chart. Lots of our users will show the timeline to our customers via their iPad when they're onsite and don't want to accidentally edit their timeline, which could have cascading effects/workflows. 

When we insert a stitch, we would love to be able to filter by a custom field on the template when selecting one from the drop down. For example, each modality will have their own list of templates. It would be nice to filter down so there aren't so many to choose from, as the UX when you have many to choose from is difficult today. 

We would like the portfolio & work tabs to be contextual - if I select 3 projects in the Portfolio tab, they should appear selected when I go to the work tab and vice versa. 

We are running into issues where our project names get quite long and the Kanban view, list view, etc. are not equipped to handle it. We would like the tool to recognize the name is longer than the UI can handle and abbreviate it, and show us the full name of the project when hovering.