Targetprocess Product Blog

Agile development on a real project (we do Kanban)


Targeprocess 3.6.2: Add Relation to Epic, Left Menu and List Improvements

Left Menu Improvements

We keep moving towards a possibility to do single-step changes of all the Views inside a Group.

Group owner becomes an owner of all Views inside

Starting from this version, all Group owners are added to their Views owners list as well. Now if you see any person as a Group owner, you definitely know that he could change any View in this Group. Therefore from now all the private Views departed their public and custom shared Groups.

group owner

View access changes when moves to the Group
In v.3.6.2 when you move an existing View to a Group with a different access you are warned that View will change its access permissions in order to match its Group settings.

share view

Lists Improvements

Drag and drop in the List View is more useful — you can start moving item to a collapsed node, the necessary one will expand on the spot


Team workflow improvement

It wasn’t possible to edit team states in a team workflow as soon as they are created. From now you don’t need to re-create the whole team workflow when you need to modify it. You can easily change a state name or simply remove a state from a team workflow.

team wf delete state

Add relations to Epic

Finally the new entity type appears in Add Relation lookup similar to other entities.

Epic in relations

Fixed Bugs

  • Fixed layout of a board with collapsed rows if Test Plan selected as horizontal lane
  • Fixed Burn Down Chart that displayed info in points for processes in hours
  • Fixed error “Sequence contains more than one matching element” when new Team Workflow added
  • Fixed exceptions when Tasks transfer to next states and their stories are in Planned state and “Developer” role doesn’t exist
  • Card doesn’t show immediately in its new cell if prioritize with <Shift>
  • Custom report fails to load if filter by date applied and application culture is not the en-US
  • Fixed search by test cases failure if there is a match in test steps
  • Fixed Dashboard charts that showed only one Date bar
  • Fixed “Something weird happened” when assign User Story or Bug to Epic from a Board view
  • Fixed history for Team Iterations
  • Fixed improper order if the same card is prioritized several times in a row
  • Fixed left menu to hide/show Views properly when their access level changed from public to custom
  • Assignable.Team should be editable in REST API

Targetprocess 3.6.1: Visual Encoding

Meet the new beta feature which allows you to color cards by your own rules — Visual Encoding!

Now you can specify the color saturation and highlight cards by some property importance or highlight even intervals of certain properties like Effort or Time Spent.


Read the detailed feature announcement.

Lists Improvements

Drag and drop items between levels
You can move items between different levels in hierarchical lists: User Story to Feature, Feature to Release, etc.

Lookup for linking entities added to inner lists.
Often you want to attach existing  Bug to User Story you’re working at the moment. So now you can find it quickly and assign Bugs to User Stories, or Features to Epics right from the view via entity lookup


Minor improvements

#84602 Customize Cards: Add unit ‘Open/total bugs’ for Feature
#98190 Left Menu Improvements: Add tooltips for long view and group names

Fixed Bugs

#77526 Run Estimate Field Calculations on a Test Plan View
#98369 Plugins: Update Mylyn connector to work with DB of v.3.5.5
#95375 Show local time in comments
#62763 Removed messages duplication in a Quick Add
#97674 Cannot set value in a long drop-down custom field if screen resolution is 1920×1200
#95793 Fixed comet failures while processing notifications on comment update
#97690 All test steps changes will be reverted if user doesn’t have permissions on Test Case/Test Plan Run edit
#97712 Improved performance of a Quick Add in Relations tab of the view
#97878 Fixed Team names duplication in ‘Used by’ form when one team use the same workflow in different projects
#98222 Team permissions are not applied to list of tests on Test Plan view
#98371 Fixed test steps / test step runs layout when description or expected results contain long links
#98409 Fixed resource comet: states were not updated
#98451 Add spent/remaining time from the list should be disable for Epics and Features
#98471 Fixed: non-admin user cannot modify new Custom Report description
#98658 Fixed failing first login page for admin

Targetprocess 3.6.0: Dashboards, Graphical Reports and Test Plan Run Results Freezing

This major release focuses on better information visualization and insights. With Dashboards and Custom Graphical Reports you have a powerful tools to see deeper and understand more about projects, team, work and plans.

Please, give us feedback about these features. We are going to improve them in the next couple of months based on your real needs.

Custom Graphical Reports

Reports should be used to see aggregated data and progress over time. So far you can create line charts, bar charts and scatterplots. Facets are supported as well, so you can group information by various categories and compare projects, teams, features, see trends in cycle time, quality and many other areas.

For example, the report below shows user stories (circles) for every team and for the last four months. Each small chart shows Effort vs. Cycle Time correlation. You see what teams create larger user stories, what team completes stories faster, what team has less consistent estimates.

Graphical Report: Teams / Month vs Cycle Time and Effort

Reports are really flexible, check documentation to create your own report:

Reports Setup
What you should know
Advanced topics
Use Cases


Dashboards help to aggregate information from various sources and show it in a single place. In Targetprocess you can create as many dashboards as you want: for a single team, for QA, for development tracking, etc. Explore some use cases.

There are three sources of dashboard widgets:

  1. Predefined widgets in a library
  2. Any List. You can create a List and drag and drop from left menu to a Dashboard.
  3. Any Graphical Report. Create a report and drag and drop it from left menu to Dashboard.


Read the guides about Dashboards:

Use Cases

Test Plan Runs results freezing

The freezing possibility allows to keep test run results unchanged forever. Now you can easily re-use existing test cases and test plans for testing a newer version of your software, even if it requires some modifications, and not to worry about loosing the historical information. Read more about test runs results freezing.

QA Area enhancements

We’ve made a lot of small improvements on test plan and test plan run views. We believe they will make it easier to work with test cases and test plans, execute them and see run results.

Now on a test plan view you can see a new list of test plan runs, from where you can quickly start a test plan run execution. There is a new section on the right, where you can create a new test plan run with just a single click and see how many open test plan runs there are right now.

Test Plan New View

On a test plan run view you can see a similar section on the right and quickly start or continue a test plan run execution. There is also a number of open and total bugs in this test plan run and current run results. A new Start/End Date unit has been added for test case runs and test plan runs, so now you can see when an execution was started and whether it’s already completed.


Audit history is now available for a test case run, so it’s easy now to see who made changes in it.

Left menu changes

We’ve accumulated feedback about left menu problems and are fixing them now. Some improvements included into this release.

Only owner/admin can change groups/views order
Previously anyone could change order of Groups and Views in the left menu. It lead to confusion since many users had different ordering and it was impossible to create a solid structure of company wide Groups. Now only Admin can freely change order of public Groups and Views. Non-admin users can still re-order their private Groups and Views.

NOTE: Order of Groups in your left menu will change with this update as a side effect of this change.

Action: Delete Group with all its Views
Sometime you want to delete a Group with all Views inside this Group. Now you have an action that does exactly that. Use with care:

Remove group with views action

List improvements: Inline edit for Team, Project and Custom Fields

In this release you can edit more fields in Lists. Team, Project and some types of Custom Fields (Date, Drop Down, Text and Number) are editable now.


Requester entity in Views and Lists

Now you can create lists and boards that display Requesters entities.

Requesters List

Minor improvements

  • Search by Test Steps fragments.
  • TFS plugin: added a custom synch interval option.
  • TFS plugin: support the on-demand TFS service
  • Customize cards: added ‘Initial estimate’ unit for Features.

Fixed bugs

#97114 Fixed posting decimal time records for cultures other than en-EN
#96236 Prohibit from creating custom fields which names start from a number
#93675 Test Cases / Test Case Runs View layout is broken when there’s not enough space
#93533 Unexpected View opens after another one removed
#96546 Duplicated processes appear in custom reports if non-admin is both a Project member and a Team member
#97518 Improved performance of the view related to proper processes and custom fields selection
#97925 ‘Time spent/remaining’ unit fixed to fit the M-size cards
#97271 Fixed the link to the entity if it was added from the List view
#84510 Fixed Team/Project selector in the quick add form on Relations tab of the entity view

Targetprocess 3.5.5: Team Workflow

Team Workflow

Team workflows may become very useful when there are multiple teams working on the same projects (or projects which use the same process) and teams prefer their own way to work on items. Starting from now teams can run entities, like user stories, bugs and others, through the states that may differ from the states in a common project workflow. This allows teams to follow their real life workflows, and help project managers easily track the progress across all the teams not without being confused about each team’s specific workflow. Read more about Team Workflow feature.

Screen Shot 2015-02-01 at 00.00.06 4

QA area improvements

We’ve added a related Bugs list to a Test Plan Run view. Now you can see what bugs are related to all the test case runs in this test plan run in one place.

Screen Shot 2015-02-02 at 12.50.49 2

When look at a Bug view, you can similarly see what test case runs this bug has affected:

Screen Shot 2015-02-02 at 12.55.08 2We’ve also replaced a list of test case runs on a test case view. Now you can clearly see which test plan runs a test case has been executed in, what were the run results and when it has been done.

Screen Shot 2015-02-02 at 13.02.45 2


Allow users to choose TP3 or TP2 to be loaded on entry

A new option added especially for our long standing customers, who have a mixed v.2/v.3 licenses. Now you can go to Personal Settings and choose the version, which you want to see by default after logging in.

Now if I have this checkbox in my settings on and follow the link then I’ll get to Targetprocess v.3. If the box is unchecked, I’ll see Targetprocess v.2 as before

Personal Settings


Minor Features

  • Show date and time of attachments
  • Mashups that affect the application performance will be listed in the diagnostics report
  • Requester as a view lane: now it’s possible to create a board or a list view of Requests grouped by Requester


Fixed Bugs

  • Bugzilla comment is truncated if it contains a special sequence of symbols
  • Follow email: smart new line
  • ‘Entity Not Found’ screen overlaps the other pop-ups from the top menu
  • Improved performance of a bug Duplicates
  • Unable to delete workflow state
  • Fixed: fail to rename Process State in Safari on a MAC
  • Replaced TP to TR in the Open/Total Test Plan Run unit


Targetprocess 3.5.4: Cross-Project Releases, Web Hooks

Cross-project Releases

If you work on product that include several components or application that are being developed in a multiple teams in parallel, synchronize their releases in time and ship under one new version, you might be interested in a single Release for planning and tracking.

Starting from 3.5.4 you can create a shared Release that will allow you to plan work from different projects under the one Release and track the progress within one Burn Down Chart! Read more in a detailed feature guide

Cross project releases

Outgoing Web Hooks Plugin

Outgoing web hook plugin allows you to listen to triggers in Targetprocess entities, which will then send relevant data to external URL in real-time. With this plugin you can integrate Targetprocess  with third-party services:

Web Hooks in Targetprocess

For example, we did it with Slack communication platform. Read the instructions here

Fixed Bugs

#82925 Assigned feature resets when converting Bug to Story and vice versa
#96105 Inability to unassign Team from Project – “Too many parameters were provided in this RPC request”
#91797 Error “UserFirstName UserLastName is already allocated to the Scrum project”
#95068 Fail to update Initial Estimate for Features and Epics and Velocity for Iterations
#95168 Restore the “Show Weekends” option state in burn down charts
#95342 Custom field value is not saved when new entity is added via SOAP API
#84433 I can’t move a user to “No Team” cell while he’s assigned to any other team
#82217 Inadequate pull-down filters length in the entity lookup

Targetprocess 3.5.3: Custom Business Rules

Custom Business Rules

Starting from this release you can extend the default business rules and Targetprocess will automatically do some additional actions that you’ll choose. For example, now if you assign any Bug to User Story, the defect might be auto-assigned to a User Story’s Feature. You can find all the new rules list in the ‘Settings > Custom Rules (NEW!)’  below the ‘Settings > Processes’ item, available for admin users.

Read more about Custom Rules in the new blog post!


QA Area: New On Hold run result and a possibility to skip test cases naturally

A new On Hold run result is introduced for test case runs. The skip action can still be performed by clicking the Next Test Case button, which is active always now and can be clicked any moment of time even with no run result selected.

Screen Shot 2015-01-12 at 13.47.41 2


QA Area: Show a Tester in the Test Runs list on a Test Plan Run view

When a test case is started being executed, i.e. if a test step in it is marked as passed/failed or a test case run result is specified, we can see now who is executing a test case run. This allows to avoid many people working on the same test case run simultaneously.

Screen Shot 2015-01-12 at 13.58.36 2


Fixed Bugs

#93839 QA Area: ‘Run date’ unit in the Test Runs list

#93654 QA Area: fixed long Test Case Run names display

#92146 QA Area: Test Plan Run counts are not updated when inner Test Plan Runs are deleted

#94282 QA Area: fixed “You can’t do that” error when move Test Plan card from clipboard to test plan lane

#67318 Fixed error message in board view by User if a new entity is added and its project is not selected.

#69089 Project, Team views: unable to correct and add a new team (or a project) if a duplicate team name has been added before

#93435 Fixed all “You can’t do that” error messages

#94466 Fixed shortened list of Projects in the entity lookup filter in the Relations tab

#94554 Fixed limitation of teams list in a Project view

#92780 Fixed annoying message on reconnect

Targetprocess 3.5.2: Test case runs & bugs relations and updated counters

Test Case Runs and Bugs Relations

The newly introduced test case run and bug relation feature adds the ability to create bugs related to a test case that is currently being executed. As a result, you can track how many issues have been found during the execution of the whole test plan run.

To add a bug related to a test case run, simply click the Create Bug button on a test case run view, give the bug a name and click the Add or Add & Open button.


A new bug will be created and linked to the current test case run automatically.

All the bugs related to a test case run are shown on the bugs tab of a test case run view.


Here you can see and update bugs details such as business value, severity and also assign bugs to people so they can be fixed.

If you’ve found a bug which already exists in the system, you can simply link it to the current test case run using the lookup window. This way bugs are not duplicated and we can specify how many test case runs a bug has affected.


The ability to link existing bugs provides a great way to track how many rounds of testing a bug was not fixed, as you can simply link the same bugs to different executions of the same test case or a test plan.

In case a bug has been created by mistake or it should not be linked to a test case run, it can be unlinked. Right click to open the context menu and unlink it from the test case run.


With the Open/Total Bugs unit added to the test plan/case list it’s quite easy to get an idea on how many bugs have been found and how many still need to be fixed during the current test plan run execution.


The same unit can be added to test plan run cards on a board, list and timeline view modes. Units


QA Area: Unlink a Test Plan from a parent Test Plans

To see how many test plans the current test plan is included to, we’ve recently introduced the Test Plans tab on a test plan view. It’s useful to look at this tab when you plan to update the current test plan to know how many test plans will be affected by your changes.

In this release we’ve added the possibility to quickly unlink the current test plan from its parent test plans. Simply right click on a parent test plan and select unlink.

Screen Shot 2014-12-18 at 16.56.55

List: Counters showing the number of entities at the very last inner lever

The counters in lists now show the number of entities at the last inner level instead of showing the number of entities on the next level. As an example, this allows you to see how many bugs and user stories are in every state, even if they are grouped by project or any other property.


Fixed Bugs

#93913 QA Area: Fixed Test Plan Run card customization mode
#86816 QA Area: Fixed an error ” Oops… Something’s wrong” thrown in Test Step editor
#93094 QA Area: Fixed “Data layer exception occurred” when deleting Test Case in TP2

Targetprocess 3.5.1: QA area improvements

Filter User Stories and Bugs by Feature

When you have a board that shows User Stories and Bugs at the same time, you can filter them by Feature now. So you can create a board that shows everything related to a specific Feature.

QA Area: Test Plans tab on a Test Case and a Test Plan views

As you know a test case or a test plan can be linked to many different test plans. On a Test Plans tab you can find what exactly test plans the current test case/plan is linked to. It can be very useful when you decide to update a test case/plan and need to know what test plans would be affected by this change.You can also unlink a test case/plan from the test plans it’s linked to straight from this tab.


QA Area: The Skipped test case run result has been renamed to On Hold

The Skipped test case run result has been renamed to On Hold. Now you can mark a test case run, which can’t be executed right now, as On Hold and return to it later. You can also skip a test case run. To do that just open the next test case run.

Fixed Bugs

#92980 Mylyn connector to work with Targetprocess later than v.3.4.3
#93457 Support <table> in comments
#92046 Batch move requests get stuck when test cases move between test plans with test plan runs
#92274 “You are using the in-browser JSX transformer” warning in Firefox v.33
#92911 Search doesn’t work after changing assignments
#93283 Mention is not emailed, if there is a deleted user with the same email address

Targetprocess 3.5: Better QA and better Workflow setup

This release summarises some changes in recent minor builds and includes hierarchical Test Plans functionality, which makes QA area in Targetprocess much more powerful.

Hierarchical Test Plans

Now you can organize test cases in a test plan into groups (lower level test plans) based on many different parameters, such as – only to name a few – different types of testing (smoke and regression tests, for example), test case priority to specify which groups need to be executed first and which last, or by user story (thus creating a user story test plan) to see which user story every single test belongs to during execution. Read more about better QA area.

Start Date/End Date could be before Creation Date now

There are cases when you have to set Start Date before entity Creation Date. For example, you exported some features from CSV and Create Date was set as Today. However, some features have been already started, so you can’t set correct Start Date. However, Lead Time can’t be calculated correctly in this case, so there is an icon that indicates that:


“No Project” option removed

Previously it was possible to assign work to No Project. It complicated some internal implementation and we decided to remove this possibility. We are working on Team Workflow functionality and No project option doesn’t fit it. All work that was not assigned to any project has been moved to new artificial project called ‘No Project’.

Easier Workflow Setup

New Workflow solves several usability problems, provides clear and visual Workflow manipulation functionality and saves your time. Read more about this new functionality.

Fixed Bugs

  • #92772 Fail to reconnect after connection lost
  • #89595 Selected Test Cases vanished when drag-n-drop them to Test Plans board from the clipboard.
  • #77724 Exception “Field ‘Color’ is not available” when user assigns team to any project while the team is assigned to any inactive projects.
  • #85658 Saved context for board should be updated if only ‘Set’ button is pressed.

Targetprocess 3.4.4: Easier Workflow Setup and bugfixes

Easier and faster Workflow Setup

We’ve redesigned Workflow setup. It solves several usability problems, provides clear and visual Workflow manipulation functionality and saves your time.

Read more about the feature, play with it and share your feedback.

Fixed bugs

#91319 Fixed: ‘?Iteration.IsNext is True’ (‘ .IsNow is True’ and ‘ .IsPrevious is True’)
#91486 Fixed: assignments reset when new state is added to workflow (for default process only)
#90950 Fixed: Eclipse/Mylyn connector fails if there’s an Epic in ToDo list
#91758 Fixed: Mention doesn’t work when using popup in new lists.

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