Ideas
How can we improve TaskRay? This is the place where you can share your ideas, submit new feature requests, as well as vote for your favorite ideas that other users have added. Your feedback is very important to us!
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Allow Project to Project Dependencies5 votesVOTEApply the same dependency functionality between tasks to projects. I've never seen a gantt style project mgmt system without this feature, what gives? You guys have so many great features, how did you miss this? When planning complex projects or roadmaps it is not always possible to add in every task that is needed in outlining a project, and redrawing relationships every time a change is needed or task added out of order is a huge pain. If you could simply draw a dependency between projects, it would be a huge benefit.more1 commentFollow
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Add multiple dependencies58 votesVOTETask C can't start until Task A and Task B are completed, but Task A and Task B are unrelated. Make it possible to have Task C dependent on the completion of both Task A and Task B.more7 commentsFollow
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Read Only Link for Plan View2 votesVOTEmore
Create a a distributable link that shows a read only view of the plan view to anyone with the link. This should allow a TaskRay user to send external customers a link for them to see a snapshot of their associated Project(s).
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Lightning Component for Project Owner1 voteVOTEmore
Create a Lightning Component similar to "My Projects" that limits the projects displayed to projects the current user is the Owner of, not just a Team member on.
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Link to Salesforce Accounts/Contacts and Activity recrods36 votesVOTEHello TaskRay Team - Just trying out your TaskRay app in Salesforce. Love the clean simple interface, and drag-and-drop functions. Wondering if it's in your development pipeline to integrate TaskRay tasks with Salesforce Activities and make it possible to connect those activities/tasks to contacts/accounts in Salesforce? Seems critical to really making this a viable tool for relationship management. If I can't tie a task to a contact, I have no way in Salesforce of seeing my history of relationship with that person. In which case, I may as well manage those relationships in Basecamp or Trello or any other tool that is also not linked to Salesforce. Any chance of making this link for TaskRay?more3 commentsFollow
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Task Checklist Enhancement0 votesVOTEmore
It would be great that at the checklist level, hide when done is "remembered" when you click that task again.
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Permit relative date values in Board Filters7 votesVOTEAdd relative date values like "LAST WEEK" or "n Months Ago" in Board Filters. These are native SF values, so I would imagine that this would not be very difficult to implement. So that you could create a Board Filter like All Projects, Filtered by Last Modified Date greater than Last 2 Weeks.more2 commentsFollow
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Ability to see that there are checklist items for a task from plan view1 voteVOTEmore
Ability to see an indication of checklist items from plan view for a case when the checklist items and task have the same owner. Currently, I only see an indicator of checklist items when ownership of tasks and associated checklist items are mixed.
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Ability to filter ownership of tasks and checklist items for board filters0 votesVOTEmore
The ability to create a board filter similar to "My Tasks" that shows not only task ownership but also checklist item ownership for each of my team members that I can view with one click without having to enter each persons name.
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Upload tasks from Excel spreadsheet6 votesVOTEHave the ability to upload task via an excel spreadsheetmore4 commentsFollow
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I want to add email body text (or portion of email body text) as Chatter post on a task1 voteVOTEmore
I want an email plugin that allows me to post an email body (or a portion of an email body) to a task as a Chatter post
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Task Dependency Completed13 votesVOTEIf a parent or specific task has not been "started" or "completed", do not list an identified dependent tasks "in queue" and or list in "Not Started" until the parent or specific task is listed as "Started" and or "Completed"more5 commentsFollow
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On the Plan View, is it possible to add next to D / W / M also Y (Year). Completed4 votesVOTEWe have projects that run over several years so would be beneficial to us.more1 commentFollow
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Allow custom fields on Checklist Items to be cloned in cloning process. Completed3 votesVOTEmore
When cloning a TaskRay Project, any custom fields that have been added to the Checklist Items do not clone in the process. It would be great if they did!
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Duplicate Task Checklist Completed1 voteVOTEmore
It'd be great if you could duplicate checklists across several tasks.
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Ability to clone tasks into different projects Completed3 votesVOTEmore
Does anyone know if it's possible to clone a set of tasks into a different project? For instance, if I have a "Make a Sandwich" project which includes task for "Getting out bread" and "Adding PB&J" and I want to clone a copy of those tasks into a new "Make Lunch" project, what's the best way to do that?
Currently, it seems that I have to clone each task and then reassign it individually, but it would be great to be able to do multiple task clones/reassigns at once.
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Show which project a task belongs to when adding time to a new task via the timesheet. Completed4 votesVOTEMany times we will have several tasks that are named the same but belong to different projects. Currently there is no way to know which project a task belongs to when searching within the timesheet.more1 commentFollow
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Upload Files from Salesforce via Files Tab instead of Chatter0 votesVOTEmore
Currently, Salesforce files are not accessible via the Files Tab. Allow Salesforce Files to be uploaded via the Files Tab.
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Ability to track risks/issues via RAID log1 voteVOTEmore
Would be great to have out of the box functionality so users/project managers can log Risks, Actions, Issues and Decisions on tasks/projects.
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Create Checklist Component1 voteVOTEmore
Create a Lightning Component for Checklists. Similar to TaskRay To Do but all the Checklists associated with the Tasks on a record. This would be contextual and record specific.
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Allow for sorting of Sub Projects2 votesVOTEmore
Allow admins to control the order that Projects and Sub Projects appear in the Project List in TaskRay.
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Ability to Merge Projects2 votesVOTEmore
Allow the ability to merge projects together similar to lead or contact merge functionality in Salesforce.
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Create a way to add Task Lists to Projects Completed23 votesVOTEwe've been using teamworkpm and enjoyed their Task List approach to grouping related tasks together w/in a Project. Is there any way to do this now in taskray?more4 commentsFollow
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Add the ability to group tasks Completed51 votesVOTELarger project may require multiple tasks to be part of categories or milestones. Allowing to group tasks would be great to help navigate throught project as well as give a different level of visibility. Also, certain users do not need to see all the details of the daily tasks, but rather the greater picture that we're used to illustrate using the concept of Stories.more4 commentsFollow
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In the plan view, allow the column that lists task name to be expanded so that the full task name can be shown. Completed14 votesVOTECurrently the plan view is the closest thing available to a gannt chart view, but the column that lists project and task names is not adjustable to display the entire name. This critically handicaps is use.more5 commentsFollow
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dependent deadline dates options Completed16 votesVOTEAllow for an option to set dependent deadline dates to hold firm or adjust based on parentmore1 commentFollow
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Checklist template Completed12 votesVOTEPossibility to create checklist template in tasksmore3 commentsFollow
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Allow task templates Completed11 votesVOTESame idea as project templates, just with tasksmore4 commentsFollow