As a relatively small company, one of our greatest assets is the personal relationship we can cultivate with users. We know many of you by name (don’t panic), we get to read every single piece of feedback you send, and a few of us have even had the chance to visit your offices and see how you work.
To reciprocate this, we’d like to shine a light onto who we are by occasionally sharing team retrospectives, process investigations, and personal interviews. Many of you have probably already chatted with our first
victim candidate: Sergey Gnedin, head of support.
Targetprocess Support: Behind the curtains
Back in May, we announced that Targetprocess had been recognized as a niche player by Gartner’s first ever Magic Quadrant report for Enterprise Agile Planning Tools vendors.
Niche player. What does that mean?
For us, it’s a good thing. Our tool has always been a niche option for Agile teams. Now that Agile has become the norm for enterprise companies, it seems we’ve become a niche option for enterprise Agile as well. We’re comfortable in this sector. We may not have the market presence of Atlassian, but we’re able to pay attention to each of our customers, and talk to people. We prefer it that way.
In Gartner’s words: “Targetprocess is positioned as a Niche Player, and would be a good fit for those looking for adoption that extends beyond IT. Targetprocess offers a straightforward agile planning and management tool with an effective user experience. It will appeal to organizations getting started with or maturing their agile capability. Targetprocess appears to have grown its support capabilities as necessary to satisfy users, and both its roadmap and history show consistent direction. Integration with other tools is not comprehensive, so prospects should ensure that other products they own are supported.”
Not bad—especially that bit about extending adoption beyond IT. That’s a sector of the market you can expect to see huge growth in.
Targetprocess has been active in the project management market for over 13 years now. We’ve made mistakes, seen competitors come and go, and even shared a joke or two. Through it all, we haven’t lost our vision of creating the perfect software for helping people to get shit done. And we’re getting really good at it.
Years ago, we were once called “anklebiters” by a larger competitor. There’s no quadrant for that in Gartner’s report, but it seems that anklebiters can become niche players. With all the change coming to the project management domain, I don’t see any reason why niche players can’t become industry leaders.
We've started posting regular product tips to our social media accounts. Just search for #TargetprocessTips on Twitter, Facebook, or LinkedIn to see some bite-sized advice on how to get the most of Targetprocess. Here’s what we’ve posted so far:
Placing a ‘+’ before keywords will yield only exact matches in search results. More on search.
- The search bar in the the left menu is used to find a specific view or folder. The search bar to the right of this is the global search; it is used to find entities throughout the system.
- Global search will not yield results for entities in inactive projects.
- When using global search, you can replace any letter in your keywords with a ‘?’ to include possible misspellings in the results.
You can set up WIP Limits for both horizontal and vertical lanes on boards by going to view setup → Limits. Read more here.
- When a WIP Limit is exceeded, the state column will be visibly highlighted in red.
- WIP Limits cannot be applied to the first (initial) state of a workflow.
On Timeline views, the global time period selector is found at the top of the view, while the local time selector is displayed at the bottom. If you're unfamiliar with Timelines, you can learn more about them here.
More on Timelines:
- Timelines are one of the 4 main types of views, along with Boards, Lists, and One-by-One views.
- You can right-click on a point in the Timeline to add planned start and end dates.
- Planned dates are shown with a dotted line, actual dates are shown with solid background, and forecasted time is shown with a semi-transparent background.
Prioritize cards on Board and List views by holding the 'Shift’ key and dragging selected cards to the desired position. If the system prevents your from applying prioritization, this guide article should explain why.
Working with cards from multiple views:
You can use the Selected Cards Panel to work with cards from multiple views at once.
- Since sharing this tip, we've released Batch Actions, which allows you to update multiple entities at once. However, please note that you can only apply Batch Actions to cards on a single view at once.
Admins can rename and customize workflows and states by going to Settings → Process Setup. Read more.
- Be careful when editing a process that is currently in use. If you remove states which are populated by entities, the entities will be moved to a different state.
On March 15, we held our quarterly Product Update Webinar. Our Product Specialists went over the latest features in Targetprocess, and covered some of our upcoming plans. You can watch the webinar recording here: https://attendee.gotowebinar.com/recording/1773514835961965063
New features and enhancements:
- My recent items & browsing history
- Connectors for integrating Targetprocess with ALM tools such as Atlassian JIRA, Microsoft TFS,CA Agile Central, and DevOps tools such as Git, GitHub, Jenkins and many others
- Contributor user type
- Improved Project-Team Selector for users, teams and projects
- Lane suggestions
- Service desk improvements
- iOS & Android app improvements
Upcoming improvements (version 3.11.0 is now available):
- Multiple final states (3.11.0)
- Mention of teams (3.11.0)
- Context improvement (3.11.0)
- Settings remake (3.11.0)
- Split of add/edit permissions
- Undelete entity
- Search improvements
Our team also answered questions from attendees throughout the webinar. Some of the more common questions have been listed with their answers below:
Q: Hi, thank you for the new github integration. Does the new integration also allow syncing from comments in both directions? Also, is it possible to create github issues via targetprocess?
A: Yes, it allows you to sync comments. Yes, it's also possible to create Github issues via Targetprocess.
Q: Can a metric or Calculated field now refer to the parent name? Ie, can a feature have a field that will contain the name of the Epic that contains the feature?
A: Hi, yes, you can do this with both - Calculated Custom Fields as well as with metrics
Q: Hi, is there a way to show total effort spent for tasks in a user story?
A: Hi! Yes. It is possible. In the User Story, you have a row which shows you the sum Effort of Tasks. For spent effort, you can use Calculated Custom Fields.
Q: My thought about multiple final states is: Hurra!!!
A: We're happy you like this update! 🙂
Q: Will there be default Metrics?
A: Right now there is only "Custom Formula" which acts as a replacement for Calculated Custom Fields. We will add more metrics in the future, such as a custom effort/progress calculation. If you have any specific metrics in mind you which you would like to configure in your account, I suggest getting in touch with your Product Specialist or sending an email to email@example.com.
Q: Is there any trick to sharing views via URL?
A. You first need to make sure your intended recipients have access to the view by going to View Setup -> Access. Then when you send a link to them, they'll be able to access it.
We’ll have another Product Update Webinar next quarter. If you have any questions, or would like to request a webinar on a specific topic, you can message us at firstname.lastname@example.org.
Have a good day everyone!