Ideas

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.

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 use the document filing system, Worldox from World Software, and would like to be able to link the URL link of a file to a Project and/or TaskCard. TaskRay does not seem to support the wdox:// file, only http://, https:// or ftp:// formats. Is there a way we can add another URL type?

Currently we are attaching the files through the 'Upload Files' upload, but a direct URL link to the file would be helpful.

When the Simple project schedule is enabled if the project falls on a weekend, it automatically defaults to be due on the NEXT business day.  Is there a way to change this to having the project due date to the business day BEFORE.

Example.  If a project due date is 6/30/19, this is a Sunday.  So the project due day reverts to 7/1/19.  However this would make a license project (in our company) late, because it would have been due the business day before the expiration which is 6/28/19.

I have looked at making an advanced schedule, however I would still run into the same problem (I’m thinking) that if I change business hours to be closed on Sat/Sun it would still roll over to the NEXT business day, not the PREVIOUS business day which is preferred.

In the June 2019 Release, there is a timer on tasks - AWESOME!  However, the timer is not available on the "My Work" vieew.  I have encouraged my team to use the My Work view all the time since this cuts down on the clutter.  I would really like to see the timer added to the My Work view as well.  Thanks for your consideration.

When a user clicks on a lookup field in portfolio view, the record should open in a new tab, similar to how it works in the work tab.  

We want to be able to see which of our users are being good or bad about updating their assigned tasks in TaskRay by reporting on the number of times a task has been allowed to become overdue. I know we can get notifications when tasks become overdue, but it would be very useful to create a historical report for #of times tasks have become overdue by task owner/project team.

Allow the Plan View columns to be rearranged after they're created. 

Right now, when you use the Global Action button to create a new task, it does not allow changing of the owner to assign the task to someone else. This need to be able to happen, as not all tasks that get created are for the user creating the task.

I've noticed that it's very easy when looking at a project in the Gantt view to accidentally scroll back in time way before the project started. I've attached a short video illustrating the problem. It would make sense to me to limit the scrolling so that you couldn't scroll back before the start date of the first task, which would fix this. Thanks.

It would be beneficial to allow users to record the amount of time that they spent on individual checklist items rather than the whole task. 

This would be helpful especially in instances where checklists within one task are divided up between multiple people 

Would be nice to add the ability to customize Insight tab this will really help in sharing report to external users to meet business needs.

Thank you

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

It would be awesome if I can mass-edit a task group:

1) Assign all to one person

2) Assign all to one queue

3) Make all tasks blocked

Looking forward to being able to do this! Thanks!

Deleting a TaskRay Project record from outside the TaskRay interface should also delete its related Task Groups and Tasks. We have several users leveraging List Views to mass update TaskRay Projects, or open up TaskRay Project tabs to view in Salesforce Classic record detail.

Right now if you delete a TaskRay Project via the Salesforce Record (classic), it won't delete the related Task Groups or Tasks.

Logging here in the hopes that we're not the only ones with this use case, and others would like to see a Project's related Task Groups and Tasks be deleted when the Project is deleted from its Salesforce record.

Can you tell me is there a way to undo a change to a task such as adjusting the date or items such as that. Sometimes we find in our organization that if you change one item that it affects the entire project plan because it adversely adjusts other tasks differently than it should. It would be nice if there was an undo button when this occurs.

We need the ability to change the layout of the project, especially to kanban view. 

You can currently restrict field access on externally shared projects, but you can't hide certain things on the Task Card, such as:

• Checklist Tab (Checklist & Checklist Items)
• Ability to open Task details at all
• Team info (person's name & photo assigned to task)
• Team & Insights sidebar

It would be nice to have a Gantt chart lightning component that we could add to the standard project record in lightning.  I prefer the record view to see somethings, I can work on the kanban view, but I can't see the Gantt, and this would be helpful.

We have recently been updating some processes which led to having to create additional tasks. These tasks need to be added to the template but they also need to be added to existing active projects. When a new task is created, it automatically moved down to the bottom of the list (in plan view.) The request is to be able to insert a task to a specific location in the project. The other issue that came up is when a new task was added it re-arranged all of the tasks. This was incredibly frustrating for the pm who now has to re-order the tasks which would take a significant amount of time. Especially if it needs to be done to multiple projects. He recommended being able to lock the order of tasks. There has to be some way to modify a project without having to touch all of the tasks again.