Taskfeed Ideas
Search and add your ideas to make Taskfeed even better.
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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.
42 votesLearn how to start using Board Hierarchy here: http://help.taskfeedapp.com/knowledgebase/articles/1940662-board-hierarchy-overview
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Make Mandatory Checklist Items
Having the ability to make a Checklist Item mandatory to mark a task as completed would be a great way to ensure that people are looking at the complete task before just checking it off.
1 voteThis is possible by creating a Validation Rule to enforce the completion of Checklist Items before a Task is marked as complete. http://help.taskfeedapp.com/knowledgebase/articles/1844788-enforce-completion-of-checklist-items
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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 votesHi Erin, this is currently available!
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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 votesRepeat Tasks were delivered in a previous release. http://help.taskfeedapp.com/knowledgebase/articles/1870678-new-repeat-tasks
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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:
- 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
- Custom icons for each View (the ones used for Custom Labels from Font Awesome would work nicely)
- Each View will remember whether Board/Table/ect. View was used last, or let you assign one. E.g., the View will remember to always…
7 votesIn v14 we added configurable views. http://help.taskfeedapp.com/knowledgebase/articles/1924264-working-with-the-tasks-menu
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Deliverables for Tasks
Each of the tasks that are entered have some type of desired outcome from the completion of the tasks. Typically that outcome is a way of measuring that the task has actually be completed. It would be useful to have a field that defines the deliverable that is expected from the task.
1 vote -
Actual vs planned start/complete dates
For each task have planned vs actual starts/complete dates for variance reporting of where we are vs where we thought we'd be in a project timeline.
1 voteThis is currently available with our Baseline feature http://help.taskfeedapp.com/knowledgebase/articles/1196032-set-a-baseline
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Checklist Items
When all Checklist Items are marked as Complete, the Task is then marked as complete.
1 vote -
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 -
Task Template - Enable Assignment to a Specific List or Detail
TF = Taskfeed
Utilising a similar function as with Reference and Predecessor Reference; use a TF List Reference on TF List and TF Tasks to determine the placement of the TF Task. In the event, no TF List from the TF Board matches then the TF Task should be placed on the default TF List for the TF Board.
As an Administrator,
I want to define what TF List a TF Task Template TF Task should appear on at create,
So that the TF Tasks are prearranged on List for optimal consumption by Users.As an Administrator,
I want a…6 votes -
Force Task Ownership by List
Force Task Ownership by List. Basically creating lists by Owner so I, as a manager, can delegate tasks quickly. I can use this with templates to auto-assign projects to the appropriate cross-functional departments.
1 voteThis is currently possible using workflow automation. A blog post is being prepared to explain exactly how to do this.
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More than one owner of a Task
Assign many users to a Task.
4 votesTask Contributors in Taskfeed 7 allow multiple users to be assigned to a Task.
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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 -
Google Calendar Integration
Wouldn't it be cool to see your Tasks in Google Calendar or Outlook etc?
0 votesReleased in Taskfeed 8. Calendar Sync works with with Google Calendar, Apple Calendar, most modern versions of Outlook, and calendar apps that allow you to subscribe by URL.
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Task Overdue Email Alert
When a Task is overdue an email alert should be sent to the Owner of the Task to remind them it needs to be done. This should probably be configurable per user.
3 votesReleased in Taskfeed 8 you can now manage your own notification settings. Choose to be notified in-app or by email.
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Chatter Post Alert
I love the Chatter integration and seeing the number of Chatter Posts. It would be even better if there was some alert to show that there had been posts on the Task since I last read the Chatter feed.
1 vote -
Task Detail field is too small
When you open the edit window for a task the Detail field is tiny.
0 votesReleased in Taskfeed 5
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Report on how long a Task has stayed in a List
To report on stuck tasks would be great to have a counter for how long its been suck in the List
1 vote -
Collapsable Gantt Chart
When viewing multiple Boards in the Plan View it would be great to collapse to just the List or Board level to see a high level Gantt without all the Tasks.
0 votesReleased in June with r3.5
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Task Assignment Email Notification
There are currently no email alerts in Taskfeed. This is by design. The goal was to reduce email. Some people do still like to receive notification when Tasks are assigned. For Salesforce Enterprise and Unlimited customers this is possible using workflow. For Professional Edition users this is not possible. Consider building these notifications into Taskfeed and make them optional for users.
3 votesReleased in Taskfeed 8 you can now manage your own notification settings. Choose to be notified in-app or by email.
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