Changes to Reports
We’ve changed the list of predefined and custom reports that could previously be found in the ‘Other Reports’ top menu. The old predefined reports from Targetprocess 2 have had their day and have now given way to the new Visual Reports Editor.
For example: to create a brand new 'Time by Person' chart, go to the 'Create' option at the bottom of the page, select Report, and then find the 'Time Spent' templates for your new report.
Custom reports are now called 'Tabular Reports.' You can still find them in their usual place: in the Reports menu in the top bar:
Lane suggestions in Board setup
The most appropriate options will now be displayed first when selecting fields for lanes in Board setup. This improvement applies to cards that have a large amount of options available for lanes, i.e. Epics, Features, User Stories, Tasks, Bugs, Requests, Test Plans, and Test Plan Runs.
- Test Run Import plugin: Test Plan selector will now be able to show more than 1000 entities at a time
- Text comments without line breaks will no longer truncate instead of moving into new line
- Fixed multiple script errors on a Timesheet if Time entity has a Targetprocess entity custom field setup
- Deleted or missing attachments will not prevent entity removal
- Bugzilla Integration: fixed a synchronization failure for some old profiles
- Fixed an internal server error in the Audit History of a program if custom field changes took place
Earlier this year, Realm Digital brought their company culture of embracing new technology to life by consolidating their suite of software tools and introducing Targetprocess to manage workflows.
Previously, Realm was using a host of software for their Scrum-based Agile development, including Harvest for time tracking, Mantis for bug tracking, and Float for resource scheduling (to name a few).
They needed a solution that could help them to both improve their Scrum process and unite the different functions of their various other software tools. To ensure that their business processes remained agile and lean, CEO Simon Bestier championed the migration to Targetprocess.
Now that they’re a few months in, their marketing manager sat down with Developer Kyle Mulder and newly appointed Project and Operations Manager Hans Croukamp to see what kind of a difference Targetprocess has made at Realm Digital so far.
Q. Kyle, what has been the most noticeable change in the way we approach projects since Realm moved over to Targetprocess?
Kyle: After switching to Targetprocess, the most noticeable change has been that we now set achievable two week sprints. Thanks to the effort-based point system that Targetprocess uses, we can now see what project teams are capable of accomplishing by checking out a project’s sprint velocity. This enables us to set realistic targets for our sprints, rather than packing them with too much work, resulting in a sprint not being finished.
Q. Do you think the entire Realm team has embraced Targetprocess and all it has to offer?
Kyle: While I’d like to believe that we have fully embraced Targetprocess, I still think there are a lot of hidden features and functionality in the tool that could come in handy to ease our workflows and minimize the amount of other applications we require on a daily basis.
Hans: Targetprocess is vastly different from any other project management software I’ve worked with before. From a project management perspective, I find the different customizable views, dashboards, and reports to be extremely helpful. The buy-in from the team is very positive and the tool greatly assists us by presenting a 360-view on every project. It is quite a powerful tool and can be customized in numerous ways. The more you play around with the tool, the more you find the features and views the platform has to offer.
Q. Which Targetprocess feature, in your opinion, adds the most value, but is underused?
Kyle: From a Developer and Team Lead point of view, the most valuable, yet underused feature, would be using the “relations” functionality with User Stories. The ability to relate multiple stories a big Feature is quite useful.
We also often use Burndown Charts to review a sprint’s progress and get insight into how much effort is remaining to complete a User Story . There is also a sub-tasks functionality, but these provide estimates based on hours, rather than story points, which is less useful for us.
A Burndown Chart in Targetprocess
Hans: The customization of views and boards is probably the feature that I use the most. I can’t necessarily say it is under-utilized, but the more I dig into the views, the more I find value in the details. I can also see the “eureka moment” for colleagues and clients when Targetprocess is used to explain the status of a project.
If I had to highlight something that I do think has tremendous value but that we’re currently not using to the full extent, it would be the ability to see points and work allocation per person/resource.
Q. Hans, is there anything you can think of that can make learning how to use Targetprocess easier?
Hans: Targetprocess is a comprehensive tool with different functionality for different people; Project Managers, Account Managers, Developers, Management, etc. We all use the tool slightly differently.
Although I love the videos on the Targetprocess YouTube channel, it really takes you awhile to understand the tool as a new user. I do believe that breaking the learning process down and approaching it from how each person in their respective role will use the tool can help – rather than to trying to comprehend everything the tool can do at once.
I also think it might be good for them to raise 'Targetprocess champions' – people from different companies who can share their experience with the software. The recorded Webinars also really helped me when I started learning what the tool can do.
This post was submitted by Realm Digital, a global digital strategy and technology partner located in South Africa. The company specializes in digital solutions including web and mobile development. For more information, visit their website at www.realmdigital.co.za.
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