New Views with full inline edit are on the way. In TargetProcess v.2.23 (to be released in January) the Inner Lists will be really powerful. It will be possible to inline edit content in lists, use drag and drop to prioritize entities, and run any actions in lists.

As we collect feedback, we’re also working to fine-tune the Views. For example,  the related entities part has been improved a lot (navigation, re-ordering and changing states).

States reordering in Workflow

You’ve customized your workflow for Tasks, and there are several states on your Task Board now, such as Open, Reviewing, In Progress and Done. Now you want to reorder these states (you need Admin rights for that).

Go to Settings > Process > Edit Process > Workflow. Select Task. Drag and drop the states as you wish.

Reorder states

If you drag a state and put it on top, this state will always be the Initial one.
You cannot drag the last (final) state. It is final, so it always comes last. You can rename it though. Similarly, you can reorder states for User Stories, Bugs, Features.

Which areas are affected?

  1. Order of states in the change state drop downs
  2. Order of columns on the Task Board
  3. Order of states in the History tab
  4. Default order of columns on the Kanban Board and Teams Board

Subversion to TargetProcess: auto-mapping users

One-click-mapping between Subversion users and TargetProcess users is available now. It compares users logins, emails and names to fill the mapping.

Tags: import and export

You can import tags with User Stories, Bugs, Features and other entities. Just create a Tags column and put required tags like: tag1, tag with long name, tag2

REST API

Ordering: You can order items using various fields like http://tp/api/v1/UserStories?orderBy=Iteration.StartDate

Other Fixes:

  • TestCasesRun collection, TestCasesRun-count, TestPlan, Build references added to TestPlanRun
  • Deserialization error when setting null value to custom fields
  • Forbid to change EntityType of Priority

Fixed Bugs

Prioritization in Kanban Board

Drag and drop prioritization is available on Kanban Board for User Stories and Bugs. You can reorder User Stories and Bugs in the Backlog, Planned and any other states. Just drag a User Story and move it where you want it to go.

Role-based Import and Export for Effort

You can import Effort for User Stories, Bugs, Tasks and Requests. It’s possible to import both the total effort for multiple roles and the effort for a single role, depending on how many responsible roles you’ve got for an entity.

See a boring list of other improvements and fixes below.

REST API

REST API improvements

  • Retrieve custom fields from different processes
  • Delete / Edit Attachments
  • Lowercase customFields post not working
  • POST to /resource/Id should update the resource with this ID

New (beta) Views improvements

  • Task view not updated if Task is assigned to User Story from another project
  • Remove Add Test Case link from Print view
  • Priority should be renamed to Business Value for User Story and Feature
  • ‘Spent’ and ‘Remain’ shown in Progress Bar if Time Tracking is disabled
  • Convert action added
  • The inner Test Cases list not loading updates when changed

Other fixes and improvements

  • Email Integration Plugin: failing to create a message and request if email has an attachment
  • Prioritize view should autofit the available screen height
  • Adds effort for a role if the “Has effort” option for this role is disabled
  • Duplicate Bugs functionality not working in the old view
  • Process update failing if the process is used in deleted projects

We are designing Views in TargetProcess and this is how Inner Lists look like.

We took the first concept from our last post — https://groups.google.com/forum/#!topic/uxtargetprocess/zCiquWLM_N0

I would like to highlight a couple of things.

Quick Add of Tasks and Bugs

Now you can quickly add a bug or task to the User Story without leaving a page.

Drag and drop to prioritize or change state

 You can easily change the priority or state of bugs and tasks using drag and drop.

Inline Edit

Change name or effort on the fly!


 

 

People assignments

Assign, reassign and find people quickly.

Effort Control

Time spent/remain indicator shows a relative size of tasks and bugs. You can clearly see what task is the largest and how much time is spent and remains.

All actions

You can use action popup to add time or convert a bug/task.

Collapsing Block

You can hide a large block to access relevant content quickly.

ID Indicator

In the inner list we combined entity-type indicator with the entity ID to use space better. 

We’ve already started the implementation and are going to release it in a month.

If you see this message, this means you also see a nice popup screen with new release announcement.

All the new releases will be announced this way from now on, so you’ll always know what has changed and why.

Kanban Board Improvements.

Looking to make TargetProcess more human friendly, we added avatars to Kanban Board in v.2.21.11. Now you can see faces and who works on what. Tags are shown right there on the cards as well.

kanban_cards

Actually, you can see just one tag, the other tags are displayed in a tooltip.

kanban_card_tooltip

In the future, you’ll be able to edit avatars and tags right from the Kanban Board.

Fixed Bugs

  • Impossible to change status of any entity in Internet Explorer 9.
  • Task Board doesn’t work for many projects
  • XSS. Important security fix.
  • Comments are not loaded after moving to General tab from any other one.

Our 2 main goals in 2011 are:

  1. Make TargetProcess faster (with the help of full Ajax UI)
  2. Make TargetProcess more usable.

More usable is a complex thing. It is very easy to create large feature-bloated software, but it is very hard to create simple yet powerful software. One step forward to this direction is to merge some screens and allow to do more things on less screens, and still keep these screens simple. So we want to merge some screens into one and our ultimate goal is to have 2-3 areas in TargetProcess that will cover 95% of daily usage. And to do that, we are… adding one more area — Teams Board!

The goal of Teams Board in v.2.21 release is to prove its concept and collect feedback, as much feedback as possible to improve. We see Teams Board will combine 4 areas together in near future: Kanban Board, Task Board, Prioritize and Assign Team Member. That is why we want to verify whether we are on the right track or not and then move forward.

Teams Board area works in Safari, Chrome and FireFox only. Internet Explorer is not supported so far. Let’s dig into some details.

Teams Board works nicely for multiple projects. You can see workload for all selected projects on one screen. Note that you can use drag-and-drop for everything: prioritization, re-assignment, change project, change state. So you can quickly balance projects/teams load and move stories and bugs around.

Projects Overview

There are 3 detalization levels. On first level you see only small boxes 1st and should use tooltips to check story name and details.

1st_tooltip

On second level you see a usual card similar to Kanban Board or Release Plan.

2nd

On third level you see a large card with additional details.

3rd

Perhaps, second detalization level is the most convenient. Expand projects to see additional details and take some actions.

2nd Level Details and Actions

If you want to see work breakdown by person, just click on a project name. Again, on this screen you can do many things. You can set priorities for a specific person, like first fix this bug, then implement this user story. You can re-assign stories and bugs to other people. You can move story to another state, like In Progress.

Work by Person

If you click on a person name, you will dig even deeper and focus on this team member. This view is handy for daily meetings, where you focus on each team member and see what was done yesterday, what is he working on right now or going to work on soon. Carousel helps to switch team members quickly as well as re-assign work with drag-and-drop.

Daily Meeting

A high-level view of all work assigned to different people is there as well. You can spot a person with many stories and bugs in progress, find another developer with no assignments and give him something to work on.

Team Burden

We’re aware that Teams Board has numerous limitations.

Please, use it and give us your feedback so we can improve. We’ll read every word.

We’ve done a major update of navigation in TargetProcess v.2.21. There were several problems:

  1. Main menu had sections that were rarely used.
  2. Some sections were confusing (“Custom reports, predefined reports, project reports… Hmm, what is the difference? Where should I click?”).
  3. There were two admin sections: Project Admin and Admin.

We analyzed usage patterns, clicks frequency and decided to simplify the main menu and merge some sections.

Old Menu

Personal Settings, Project Admin and Admin sections were merge into a single Settings section that is accessible from the top. We discovered that many new users click on Settings link often, but it had Personal Settings only, which was confusing.

All the reports are combined together as well. There is no need to think  which report section I want to access now.

New menu

New Settings section. You can access all the settings quickly and in a single place. Administration is easier now.

Admin Section

New Reports section has all the reports.

Reports section

Avatars

Avatars were introduced in TargetProcess v.2.21. They are used in Teams area and in the new Teams Board component so far, but we will expand their usage in the next releases.

Avatars

Avatars on Teams Board help to quickly get an idea who is who. Humans scan patterns (images) quicker than read text. Avatars are great for quick scanning and finding a person, it is much faster than reading surnames.

Teams Board

We are working on new View/Edit functionality in TargetProcess and are in the middle of UX phase. There are 2 concepts created already and we need your feedback.

What do you like? What you don’t like? Do you have any suggestions or ideas? Do you think that this is a complete disaster and current View/Edit functionality is the best? Share your opinions!

Concepts are available at http://targetprocess.com/ux/

You may provide comments right on images! Find small [+] icon below every image and go on.

Take a look at some presentations of upcoming UX concepts for some of TargetProcess features:

Teams progress presentation

Release planning

For more information on how are we moving along the UX path, see what we do in TargetProcess UX Group.

In two weeks we will release a completely new navigation in TargetProcess. It was designed to follow several rules:

  1. Flatness. It is completely flat. No hierarchies. Currently there are 3 hierarchy levels in TargetProcess, there will be just one soon.
  2. Customization. Every person will be able to configure the navigation. It may have just 2-3 tabs or 9-10 tabs. See what you need, no more.
  3. Simplicity. We had long process of designing it,
    prototyping it and testing it. There were usability tests in live sessions and they were very valuable.

navigation

You may check interactive prototype (note that it is not full and final application, just a proof of concept prototype) and provide your feedback.

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