Ideas

Would be great to have out of the box functionality so users/project managers can log Risks, Actions, Issues and Decisions on tasks/projects.

Allow for/add additional filters in the Add Predecessor Task search. We have similarly named tasks across projects that make the search feature too broad. 

It would be great to add Roles TaskRay Templates and then once turned into an active project, be able to assign a user to that role and it populates the various tasks/sub-tasks already laid out in the template. For example, we know certain tasks are owned by the Project Manager, but may not know who that project manager is yet. Would save lots of clicking. 

I find it unhandy that the "start date" and "end date" are not linked.   Most tasks are just tasks in my mind.  Projects would always have a "start date" and an "end date" but tasks by default in my mind should default to the same date.   It would save SO many clicks if the default action was to mirror whatever I put in Start date into the End date field.   Then the user COULD update the end date field to extend it if needed?   

We need to track if Licensed users log in to TaskRay - including External community Users 

Last login date (SFDC does not have reports to individual apps, they report on if they log in to salesforce platform)

How often they log in (trend report) we need to see historical data points of how often the use the app, last 3 months, last 6 months, last year...

Currently, it is not possible to toggle all selected task groups open in plan view. Each task group has to be individually toggled open or closed. Please add a feature to allow users to toggle all selected task groups open or closed from plan view. 

The separate tabs for TaskRay is a great new feature. I'd like to see the details or a summary title on the tab instead of TaskRay | Salesforce there. The name of the project or even the start of the name would help so that I know which tab is which when just looking at the tabs of the web browser. This will speed up my work even further.

With Dynamic Forms we can now configure lightning records to show specific fields and sections conditionally without the need for using Record types. However this does carry over to the TaskRay Kanban cards. 

Hello There,

I'm new to taskray and I have been there in several projects on taskray.

I wanted to created the report of taskray projects and all task that are present there in the report with columns that are being captured in while creating the task. But I'm unable to create the report of taskray. Please help in creating the same.

When in spreadsheet view, the default order isn't super clear and the way to sort them doesn't make a lot of sense either. Is there a way to get them in chronological order?

Also, the deleting works to delete tasks. But when I go back to the plan view, all of the task groups are still there. Is there a way to make it so that when I delete all, that the task groups are also deleted and not just the tasks?

I have a few different teams in different locations doing different functions. I'd like to have a view for all projects assigned in a week/two week period so I could see what the availability of team members is without having to jump around to several reports in SalesForce. Is something like this available to see for example, a design team's workload distribution and a PM team workload?

When working with multiple project stitches in a Taskray project, adding an option in the dropdown on the Kanban for "add project note" that associates with the stitch name would be great to keep notes organized and allow members to add/view notes more easily

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.

Currently when user click on the "+" button to add new task it is the at the top of the task group, and when they click enter to add the task it auto moves to the bottom of the task group. The user will have to drag the newly created task to the location where the task should be.

Users would like the ability to add a NEW TASK in the middle of the task group, for example in the middle of 2 tasks so they don't have to drag tasks around post creation

We'd like to be able to assign multiple Task owners to a single Task without the use of new custom fields or Checklists. The ability to assign using Queues is helpful but requires the Salesforce Administrator to add/remove users from the Queues as they are added/removed from teams. Additionally, groups within the Team/Queue may need to be assigned to a Task instead of the entire Queue.

much like the other views, highlight the blocked tasks in red in spreadsheet view when a task is marked as blocked.

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

We currently have a validation rule which requires the notes field on a time log to not be blank. This is preventing users from quickly/easily logging time right away with the timesheet view, but they can't because the note field is blank, and you can't edit the note field until after you have saved your time in the timesheet view. It has essentially made the timesheet view/log pointless as we cannot add new records to it, only edit/view records.

We have created Record Types to separate projects by department. One department (Cities and Counties) would like Billable defaulted to TRUE and the other department (Education Solutions) would like it set to FALSE.   I would like to set the billable flag default based on Record Type to accommodate their needs.

It would be really useful if we can have the ability to show additional fields on the Task Grouping from within the Kanban views other than the task group name.

Quite often the % complete of that task group is not a true reflection of the status.  Some tasks are actually very large and may take much longer to complete than some of the other tasks so the ability to have additional fields which calculate the estimated time, actual time taken and estimated time remaining for the group would be more useful. 

E.g. Task A may require 1 hour, Task B may require 4 days, Task C may require 4 hours and Task D may require 2 hours.  If you complete Task A and Task C, the % complete will show as 50% but this is not actually true when you look at the estimated time remaining on the open tasks compared to those completed.

I need taskray open on multiple browser tabs showing different projects or views.

Right now, my open tabs stay in sync (showing the same TaskRay view). I have tried different browsers and private browsing mode. Some how they still sync.

How can I look at a template in one window and a project in another?

Our PMs love using the Plan view since it allows them a Gantt chart view of the project with the ability to add in the fields they wish to see. However, we use the description field to add notes to a task if it requires more explanation or color. We also use the Chatter feed for posting status updates on a task and task group. This request is two-fold: It would be really great if we could pull long text fields or the Chatter feed into the Plan view so we can linearly see status updates next to task at hand. It would also be great if we could add in fields related to the Task Group into the Plan view as well. Our current workaround is to use a report for both chatter posts on the task and chatter posts on the task group. 

For both External Sharing and Community access, the users only see out of the box fields

He have created custom fields where we want the external user to VIEW or EDIT to collect data from the external community users.

is there an field level option to allow custom fields accessible for external sharing?

Currently out of the box functionality is one Task Owner per task

There are use cases that 1 task can be completed by multiple people, or some percent of the task was completed by user1 and the task was re-assigned to user2 

How can this be done with out creating multiple task row for the same actual singular task?

- Ability to see checklist items in the Plan view - Similar to the MYWORK view you can see the checklist with a dropdown and also add checklist in other view so they can be exported along with tasks.

- Checklist Assignments - allow QUEUES assignment at the template level so when the project is created the Tasks and checklist can be re-assign in bulk in the Project TEAM tab, currently the PM will have to open each task with checklists and manually re-assign checklist items one at a time

currently only 18 icons with people's faces or Queue show up

We can expend it to show more, but the issue is that we have project with large amount of team members and if we need to drag a face to a task and it is not in the initial 18 the end user will have to expand the team tab and click SHOW MORE to show all team members every single task assignment