Update: Quick Filters in Reports; Notification Rules for ExD Entities; Creator instead of Owner | Targetprocess - Enterprise Agility Solution
3 years ago

Update: Quick Filters in Reports; Notification Rules for ExD Entities; Creator instead of Owner

Extendable Domain(ExD) Entities Are Available in Notification Rule Settings

Now you can add a new notification rule for any ExD entity with the following supported actions:

  • State changed to
  • User assigned
  • Added
  • Comment added
  • Attachment added

Once appropriate Notification Rule is created, recipients will be notified about changes in ExD entities in one or both channels:

  • E-mail
  • Notifications feed

Quick Filters in Reports

Custom quick filters are now available in Reports. These predefined filters are set up by report creators in advance and can be applied by a report viewer later.

This capability allows report creators to define 'presets' of filters. It saves time of the report viewers as later they just select and apply a proper preset instead of configuring individual filters over and over.

Custom quick filters are shown in the report header area. They affect all views in the report.

Targetprocess Image

Report creators can customize behavior of the default context selectors of Projects (Products/Portfolios) and Teams, and custom quick filters. These filters for reports are configured quite similar way as it is done for other Targetprocess views — lists, boards, roadmaps.

More info: Custom Quick Filters for Reports

Creator instead of Owner

We changed the terminology from 'Owner' to 'Creator' to confuse you less. These changes affect an entity detailed view, notifications, import/export, etc. Both, Owner and Creator, are supported in filters, so if you filter cards on a view using this field, the view will be not crushed.

Bug Fixes

  • Fixed timeout appeared when filtering date-based lanes (Week, Quarter, etc.) on a view and hiding empty lanes.
  • If you remove a Custom Field from the System, it is now automatically removed from the Detailed view layout even if it has been in a non-default place in the layout.
Capterra Top 20
Capterra Top 20
Project Portfolio Management
May-20
GetApp Category Leaders
GetApp Category Leaders
Project Portfolio Management
Jul-20
GetApp Category Leaders
GetApp Category Leaders
Roadmaps
Jul-20
Software Advice FrontRunners
Software Advice FrontRunners
Product Management
May-20
Software Advice Recommended
Software Advice Recommended
Product Roadmap
Mar-20
Software Advice Customer Support
Software Advice Customer Support
Project Portfolio Management Software
Jun-20

Subscribe to the latest updates

Thank you!

Сheck out latest blog posts: Show all