Ideas

We use kanban view to move tasks between lists. We have required fields at certain points in our process (ex: you can't move to Finished without Solution Delivered populated)

When I move a task between lists, I currently get a validation error when I forget a field and it reverts to the previous list. I then have to open the task, edit and save which drives me nuts. Instead, I want to be able to specify required fields (like on Salesforce path functionality) and have the system prompt me to fill it out.

Ideally: I drag a task to Finished, I want to be prompted to populate the Solution Delivered field instead of getting a validation error when I forget. 

Add local holidays to Gantt based on project country and gray out those dates in calendar

Save last "Print Options" for user
- Paper Size,
- Layout,
- Scale,
- ability to customize Header & Footer
- ability to select which columns should be printed and save this setting

Saving Print Options saves a lot of time as user doesn't need to select it each time

Undo / Clrl+Z your previous action i.e. date input, changing status, delete

Add help text to Taskray Task in Gantt view so user know (especially a new user) what this task/milestone is about. We have multiple products with different tasks templates. Users are having hard time to remember all acronyms 

Possibile solution:
a) "i" icon next to task owner with help text visible while mouse is on top of it
b) help text visible while mouse is on top of Taskray Task

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

File names are only editible if viewing the file in Salesforce. We'd like the ability to edit file names from the TaskRay Enhanced Modal View.

We would like to add new field beside billable field as in attached image. If possible we would like to remove billable field as we are not using it. This should be available as predefined field in TaskRay card for time may not be used by all organisations. Let us know if this can be made available ?

It's very difficult to see full project names in the Single Project Search drop-down menu. It would be helpful if perhaps we had the ability to hover over the project in the drop-down menu and then the full name would appear.

In the TaskRay project view, I have the option to change the timeframe in the Plan (Gantt) view, but I can’t see the duration of an entire project in any other view (I’d especially like to be able to print the Calendar/Agenda view). As it is, I can see individual months in the Calendar view, and individual weeks in the Agenda view. It would be great to have the option to see Day/Week/Month/Year views in the non-Gantt project views so we can use them to easily generate project plans for clients.

Allow tabs to be customized. For example, allow a customer to turn off the "Repeat" tab on the Task modal.  

Ability to customize new TaskRay Lightning components. Specifically to have the ability to view more than one subproject in the Task Status section at a time

It would be great if there were an option to see extended user information in the search bar when adding team members to a project.  Currently, if there are two users with the same name, there's no easy way to differentiate between them.

If you have 2 users with the same name, there is currently no way to know which user we are selecting to a Project team. We would like there to be a second level of differentiation, preferably 'Role', so we know which team member we are adding to the team. 

In the Salesforce Record page, you can search owners with their Role included in the search. This would help us make sure we are adding the correct team member to our projects. 

We have some projects that have been deleted and I feel that the restores should be functioning differently. Below are a the ways I think this should act. Could you advise if this exists and if I need to change any settings for it to apply.

1. Warn you that you are about to lose everything related to the project. I.e tasks and time entries
2. Recovery should recover all data from that object and linked below. i.e if I restore a task I get time back. If I restore a project I get tasks and time back.

Specifically, we'd like to assign multiple tasks on the Assistant tab to the date on the calendar view. Another use case would be updating multiple tasks' estimated end dates in the Assistant tab.

We really like Task Ray but it does not have a document Proofing and Approval tool like several other project management systems that we have looked at.  It would be great to see such a tool that allowed for annotation on documents and images that would allow for comments to be directly added to the chatter feed for that task and also to allow for approval and rejections of changes to be made as part of the process

Adding a deadline to a checklist item would be great. Sometimes a task is just not big enough to create an Taskray Task.

We use TaskRay to manage software implementations and it's not uncommon for customers to make changes to what they're expecting to be delivered during the implementation process. This can lead to cancelled tasks which cause a project to never reflect that it is 100% complete. In turn, this means that the automatic archiving never kicks in for these projects, so users need to manually address. I'd like to ask that the Progress field be updated to consider both Finished and Cancelled tasks as "completed."

We would like the possibility to  reparent master detail relationship on the trTaskTime object on the relation to the Task object?

It is possible that employees write their hours on the wrong tasks, as a project manager you would like to reparent the time to another tasks that it functionaly belongs to.

Login records specific to each user for TaskRay. This is available for Salesforce, but not TaskRay specifically. This would provide insight to users that are using the tool and those that are not. 

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!

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

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.