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Cara Bickford

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Activity overview

Latest activity by Cara Bickford
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    Cara Bickford created a post,

    Ability to customize More Actions

    In our project details view, we have formula fields that hyperlink to flows for the user to launch. It would be great if we could customize the More Actions to input this field or have a way to cre...

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    Cara Bickford commented,

    Rob,  I do not see this included anywhere in the release notes nor see this as working in TaskRay. I currently have 10 fields visible in my Performance tab and get the following error when trying t...

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    Cara Bickford created a post,

    Ability for Admins to Hide Out of Box TaskRay Project, Task, and Board Filters on Behalf of Users

    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 wo...

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    Cara Bickford created a post,

    Ability to Edit File Name in Enhanced Modal View

    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.

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    Cara Bickford created a post,

    Ability to perform bulk actions from Assistant tab

    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.

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    Cara Bickford commented,

    We'd actually like if we could sort by Project and have the tasks sort as set in the whiteboard rather than alphbetical. We have standard templates and the order of tasks gets messed up since it so...

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    Cara Bickford created a post,

    Ability to view and edit long text fields greater than 255 characters in the Performance View

    Right now, text fields that are >255 characters cannot be viewed or edited in the Performance view tab. We would like this ability. 

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    Cara Bickford created a post,

    Update Board Filter Logic to Only Show Projects & Tasks that meet both Project Filters and Task Filters critera

    We have board filters showing Projects with no Tasks as the project meets the Project Filter criteria but the task does not meet the Task Filter criteria. My request is the ability not have any par...

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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 ...