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Cara Bickford

  • Total activity 33
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Activity overview

Latest activity by Cara Bickford
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    Cara Bickford commented,

    Paylocity would like to share the Kanban view. Ultimately, it'd be nice for the customer to select how to see their project, similar to how the agents have the option in the all work tab.

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    Cara Bickford created a post,

    Wrap Text in Performance View

    We have a 255 character note field that users pull into their Performance view. If there is more than a few words listed, it'll show "..." and you have to hover to see the full note. Requesting to ...

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    Cara Bickford created a post,

    Filter views under All Work tab based on standard and custom fields

    Completed

    Wanting to filter views based on the List field. Specifically, filter the calendar view to not show tasks if a certain value is selected in the list field. 

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    Cara Bickford created a post,

    Retain Sort or Publish Sort on Performance tab.

    Users have to select the sort each time accessing the Performance tab. It'd be nice if this tab retained the sort. Additionally, it's be nice we Admins were able to publish the sort on this view.

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    Cara Bickford created a post,

    View Sharing to work with Internal Subordinates

    We setup a group based on "roles and internal subordinates" in Salesforce and I created a Project Filter in TaskRay shared to that group. It only shares with the role added to the group and not the...

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    Cara Bickford created a post,

    Ability for admin or view creator to publish columns to view

    Need the ability to administer and set which columns users can see in a view. This will be very helpful when we have to ability to configure columns per view.

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    Cara Bickford created a post,

    Configure columns per view

    We need the ability to configure columns per view. EX: If you are in a custom "CR Analyst" view, our Custom Reports team members could see the project field "report type" as a column. Whereas in a ...

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    Cara Bickford created a post,

    Add custom field to Team View in Task Board

    We'd like to be able to add a custom field to the Team view on the task board. That way users can input amount of hours or % of work shared on the project. 

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    Cara Bickford created a post,

    Adopt Performance Sort in All Work View

    When I use Board filters or Power filters to select a view, I want the order of projects to show in the order they're sorted in in the Performance tab. 

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    Cara Bickford commented,

    It'd be nice if the view just scrolled left/right so we could add more columns.