Adding, viewing, editing cards and lanes on views. Sorting and prioritizing cards. Drag'n'drop cards in batches.
Adding Custom Fields to almost all Targetprocess entities. Detailed descriptions for each Custom Field type. Mandatory Custom Fields.
Following entities and receiving email notifications about changes.
It often comes that way that one piece of work is tied to another piece of work. In Targetprocess you can track such dependencies via Relations.
Business Value indicates entity importance from customer’s point of view. The most valuable work items should be implemented as early as possible.
Q: How does your system save and manage documents? Is there a repository? Q: Is there a Wiki on your roadmap? Q: Can you connect to platforms such as MS SharePoint, Confluence, or other popular ones in the market? A:
The concept of Rank is used to define the relative importance of entities such as User Stories, Tasks, Bugs etc. Every entity is assigned with a value that describes its global priority. Rank is changed internally every time you prioritize an entity.
Use batch actions to update multiple cards on views at once. On Boards and Roadmaps, use a rectangle to select many cards. It is very similar to how you select multiple files in Windows Explorer or OS X Finder: Use
It is possible to split Targetprocess entities of several types: Epics, Features, User Stories, Bugs, Tasks, and Requests. Available in Targetprocess v.3.10.0+ For example, if you have a huge User Story with a long description, you can easily split
Every Targetprocess user has faced the challenge of quickly finding some entity which they recently viewed or modified. To simplify this process, we've added a special My Recent selection to the views list so you can quickly find the
It is possible to build a report showing list of assigned entities (such as User Stories, Tasks, Bugs, Features, Requests) per user. Optionally, the report may include additional details such as the Role of a User in the
Please consider using Automation Rules feature instead of Webhooks and Custom Rules. The Automation Rules feature is available in Targetprocess v3.13.0++ and provides a great opportunity for automating actions in Targetprocess. It is not supported for On-Site Targetprocess installations. Custom
Product Owners and Project Managers deal with many functional requirements and smaller work items. Quite often they need a way to keep them categorized. It helps to find items for specific categories quickly, track metrics and build reports per category. Targetprocess provides
WYSIWYG is an acronym for "what you see is what you get". A WYSIWYG editor is a system in which content (text and graphics) can be edited in a form closely resembling its appearance when printed or displayed
When using default (WYSIWYG) text editor you can click "Source" button on the text editor tooltip and provide some additional customization of your text with HTML tags. The following tags are supported: <p> <i> <tbody> <br/> <em> <td>
Known Issues and Limitations The restore action will not be reflected in the entity's history. 'Deleted Items' show default terms of the domain model instead of customized entity types name Twice restored items will not be found by
How to change the name of an entity, like User Story, Bug, Feature etc.
How to convert an entity, like User Story, Bug, Feature etc., to another type of entity without losing any of its contents.
There are multiple ways how users can submit records about Time spent during their work. Targetprocess requests them to update details on how many hours remain as well. Spent and remain time records can be registered on the following entities: User Stories,
Assigning users with different roles to the same work item. Adding roles to Assignments area. Roles with effort. Renaming and removing roles.
How to add, rename, merge or delete tags.
Markdown is a lightweight and easy-to-use syntax for styling text descriptions and comments in Targetprocess entities. What is Markdown? Markdown is a way to style text on the web. Formatting words as bold or italic, adding images, and creating
Any Portfolio (Project) or Team that is complete and not required for fast access at the moment can be archived. They become hidden from users but still reside in the database. We recommend deactivate Portfolios (Projects) and Teams and
Configuring pre-populated descriptions for newly added work items
Starting from v2107+ 'Owner' terminology is changed to 'Creator'. When an entity is created, its Creator field is populated with a reference to the creator user. Permissions of Creators Creators can always edit and delete their own entities, even when their
By default only a relative date ('Just now' / 'X minutes ago' / 'X months ago') is displayed. The exact date is available as a tooltip, but this might not be ideal in some cases - like audits,
Adding Tasks quickly using Task Creator Plugin.
Several options exist which will allow Targetprocess data to be accessed by external users as simple viewers.
Productivity tip that suggests a handy way to refer to another entity