Taskfeed Ideas

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  1. Create 'drill-through' board functionality (aka 'child boards')

    Have a 'portfolio' level view board with cards linking (and drillable to) child boards for specific project with their related tasks.

    22 votes
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      0 comments  ·  Board View  ·  Admin →
    • Mark a Task as a Milestone

      Have the ability to mark a task as a milestone instead of a full task so it shows as a diamond in the Gantt Chart.

      19 votes
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        0 comments  ·  Plan View  ·  Admin →
      • Time tracking widget with built in task-adding and timer

        It would be great to be have some sort of built-in time tracking application that plugs directly into Taskfeed and enable quick adding of Tasks and Time natively. It would be even better to have it as some sort of hosted desktop application or Chrome plugin.

        18 votes
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          0 comments  ·  Tasks  ·  Admin →
        • Reoccurring tasks

          Ability to create and maintain a list of re-occuring tasks that would be created bi-weekly or monthly or another set time frame. Once task is complete, then would remain off the list until the X number of days before task is due again.

          11 votes
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            1 comment  ·  Admin →
          • Use Salesforce tasks for taskfeed so that we don't have to check 2 different places for tasks.

            Having to check multiple places for tasks (Salesforce Tasks, Events, and not Taskfeed tasks) Just adds difficulty to task management. Especially since this is an small part of our regular jobs. Now that salesforce allows lookups on tasks, it would be useful to have all tasks located in salesforce. This way they can sync to tasks in outlook and make taskfeed more useful

            10 votes
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              1 comment  ·  Admin →
            • Set default board and list when using taskfeed in Cirrus Insight Inbox App

              To quickly create a task from Cirrus Insight it would be handy to have a default board and list instead of having to select them every time

              8 votes
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                under review  ·  0 comments  ·  Integration  ·  Admin →
              • Deeper customization of Views (like Omnifocus Perspectives)

                Omnifocus lets you customize views of tasks in "perspectives" which can be configured to show you only the tasks you "need" to see. This extends to a few features in particular:

                1. Filtering criteria can be set on three levels (respected in Board/Table/ect. View):
                - Don't Show: the Task does not appear
                - Unfocus: the Task appears "greyed out"
                - Focus: the Task appears normally
                2. Custom icons for each View (the ones used for Custom Labels from Font Awesome would work nicely)
                3. Each View will remember whether Board/Table/ect. View was used last, or let you assign one. E.g.,…

                7 votes
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                  0 comments  ·  Tasks  ·  Admin →
                • Separate field sets for applicable views

                  For each applicable view (Plan, List, Modals) allow for different fields sets to be used to define the views within the UI.

                  - Default field sets defined as App Settings used as the default for each board and populated in the board fields described below.
                  - Overrides per board as fields defining field sets to use for views on that board.

                  I can see a field sets being defined for Plan View, List View, Task Edit Modal (different boards may have different needs, in our org they do), Time Entry Modal.

                  5 votes
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                  • Clone checklist items

                    There is no way of cloning checklist items in cards. It would be great if this list could be automated.

                    5 votes
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                      0 comments  ·  Tasks  ·  Admin →
                    • Multiple Dependencies

                      It would be great to assign tasks more than one predecessor to get a true idea of the critical path since often one task can't start until several others are complete and they aren't always completed linearly.

                      4 votes
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                      • Add prefix to Taskfeed Notifications

                        Lot of notifications are recieved from different systems.
                        People are working with Outlook Rules and looking for a string that will exist in all Taskfeed notifications.
                        suggested to add "Taskfeed:" (or similar) as a prefix to all Taskfeed notifications.

                        4 votes
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                        • Add option to filter tasks on external sharing site

                          It would be great to allow our clients to filter their read-only view by a keyword or category if they want to look at one "slice" of their project

                          3 votes
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                          • Adopt a board/project hierarchy model

                            On many occasions multiple projects can be can be included in customer order, which is then recorded against one salesforce opportunity.

                            These projects may not always run concurrently even if the tasks for each project are the same.

                            Being able to create sub boards and tasks, then track overall status and percentage complete at the parent board level, would be a great addition to the taskfeed feature set.

                            3 votes
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                              0 comments  ·  Boards  ·  Admin →
                            • Collapsable Multiboard View

                              When in Board View with many Boards open it would be useful to be able to collapse and open the Boards individually

                              3 votes
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                                0 comments  ·  Board View  ·  Admin →
                              • Add the ability to enter financials into a task to track the task cost or activity cost

                                Many of the activities related tot developing new business have internal or external costs. To better understand how a project is proceeding it is also important to understand the expenses. Opportunities give us the upside for growing business but there isn't a way of measuring the costs of closing the opportunities within sales force. Taskfeed when used for opportunity management could enable this.

                                3 votes
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                                  1 comment  ·  Tasks  ·  Admin →
                                • Add link to email when creating a task from Cirrus Insight Inbox App

                                  When adding a task via Cirrus Insight Inbox App it would be handy to have a link to the email in the task details. This would make it easy to view the whole email thread

                                  3 votes
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                                    0 comments  ·  Integration  ·  Admin →
                                  • Additional Task Dependancy Options

                                    Include other standard project management task dependency options

                                    Currently Finish to Start

                                    Would be nice to include all 4 standard PM Dependancies to better utilize gantt charts https://en.wikipedia.org/wiki/Dependency_(project_management)

                                    3 votes
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                                      0 comments  ·  Tasks  ·  Admin →
                                    • Ability to set lookup relationships on Taskfeed Tasks.

                                      Right now, lookups have to be set per field, and putting them in the Task popup field set takes up a lot of screen real estate and clutters the screen. A generic lookup field, with a dropdown to specify Object type, that functions like the SFDC Task Related To field would make a lot of sense here.

                                      Perhaps the available lookup fields could be filtered by Category? (ex. A Category named Case would be configured have the Case, Account, and Contact lookup fields visible from the dropdown. Or perhaps be functionally/visually linked to Custom Labels? (ex. you could click on…

                                      2 votes
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                                        0 comments  ·  Tasks  ·  Admin →
                                      • Stacked Lists

                                        When in Board View all the Lists are alongside each other. When a process has two or three options it might be nice to stack them on top of each other saving space.

                                        2 votes
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                                          1 comment  ·  Board View  ·  Admin →
                                        • Add a field verification when logging time, so that a bad time format doesn't result in a lost description

                                          When logging time for a task, if the format for the time is wrong, Taskfeed won't record the activity and any description that was typed in the appropriate field is lost forever.

                                          It would be great if there was a verification of the time format prior to clicking "Confirm" (and loosing the a lengthy explanation of what transpired during that time)

                                          2 votes
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                                          Taskfeed Ideas

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