Search by category


5 months ago

Share Timeline

We’ve just released a new version of our Share Board Mashup, which can now also share views in Timeline mode. Take advantage of it by sharing your global portfolio plans and roadmaps with your stakeholders, giving external departments transparency about your release train and iterations schedule or sharing any other timeline view outside of Targetprocess.

The functionality is pretty similar to the previous version. The “Share Timeline” button appears on any Timeline View, within the actions menu.


Just click the button to get your hashed public link for this view.

The shared Timeline View is based on the configuration from your views setup. It also takes visual encoding rules and card customization into account. The shown data is everything from your local time range, that has been selected with the navigator at the bottom of your Timeline View.


You can read more about the Share View functionality in our Guide. Let us know what you think about the new Share Timeline feature.

If you’re interested in sharing Lists aswell, feel free to put your vote on Share List Request in our User Voice.

6 months ago

Visual Encoding Multicolor

Requires Targetprocess 3.7.0+

Now Visual Encoding supports cards multicoloring. If you have several rules applicable to the card, it will be highlighted with first three colors.


Also it’s possible to set your own color. To do this type a color hex code in the input under the default palette.




6 months ago

Calculated Custom Fields

Requires Targetprocess 3.6.6+

It is possible to create your own metrics with a Custom Field based on a specified Formula. To do so, create a Custom Field with a Calculated Field Type and specify Calculation Formula. The Calculated Custom Field (CCF) can have one of the following type: Number, Text, Date and Check Box. This can be determined as a result of the Calculation Formula.
The CCF can also have Units of Measurements, which would be shown near the calculated value. You can set it up if the result of the Calculation Formula is Number.


You can operate with CCFs the same as with simple Custom Fields. Within Entity details, the CCFs are shown in the Custom Fields section.
You can select them in the Customize Cards section to see them on the View. You can use them in Filters as well.



In the Calculation Formula you can use Fields of Entity and Custom Fields of Entity (except Calculated) and Fields of Parent Entities (for example, Feature.Effort for User Story CCF). MVF does not allow the use of Entity collections in the formula.
To learn what properties you can use, check this reference.


If you need to use the Drop Down field value in the formula then use IIF operator for that. It takes 3 parameters. If the condition (the first parameter) is matched, then the result is the second parameter, otherwise the third parameter would be returned as a result. You also can use IIF operator as the parameter of another IIF operator.


The Entity view would be shown like this:


Dates in Formula

If you need to increase/decrease the Entity date field, you should use AddDays method.


You can also use DateTime.Now when you need the current date in calculations.



More examples

You can set up a formula which returns True or False. In this case a Calculated Custom Field of the CheckBox type will be created.


Text is another possible type.


One more example:


8 months ago

Coming Feature: Team Workflow

We are about to release a beta version of the Team Workflow feature.

As you know until now teams, who worked on the same project, had to follow the same workflow when working on tasks. This prevented teams from trying new approaches in their work, as they either would affect other team workflows or break metrics used by management. With the new Team Workflow they will be able to create and use their custom workflows for all the entities in Targetprocess not affecting other Teams. We hope it will make teams feel more agile trying new things and happier working with Targetprocess :)

Let’s take a look at how it works.

As an example I’ll use 2 teams – Alaska and California – who work on the same Leads Module project and follow Kanban approach. As they work on the same project and both use user stories as work items they have to follow the same workflow, which we call a Project Workflow now.


Having this workflow for user stories we see them grouped by appropriate states on a board:

Screen Shot 2015-01-31 at 14.24.58 2

Let’s imagine that Alaska team has decided to practice a code review. So they’d like to add Under Review and Reviewed states to their workflow. They would also want to see which user stories are in development and which are in testing now.

To do that and not affect the flow, which California team uses on this project, they can create their own Team Workflow, map the states they prefer to use to a project workflow states and select to use this custom workflow instead of a project workflow. Let’s take a look at every step in more details.

First let’s create a new Alaska Team workflow and map the team’s states to a project’s states:

TeamFlow1 (1)

We have a team workflow created with states mapped to the project flow states. The exclamation sign in the workflow means that this flow is not in use. Let’s select Alaska team to use it on the Leads Module project.


Now when it’s assigned we can select to use Team States instead of Project States to group user stories on a board.

Screen Shot 2015-02-01 at 00.42.15 3

Now a team can move cards through their team’s states and people who track work on a project level will see the same user stories in the project’s states.

When open a user story, we’ll see both – project and team states – shown in the state selector.

Screen Shot 2015-01-31 at 23.30.47 2

California team can also create their custom workflow to work on user stories. Let’s imagine, they’d like to plan their work better, so would like to have a new Planned state to be mapped to an Open state of a project flow.

Screen Shot 2015-02-01 at 00.56.34

Thus moving cards from the Open to Planned state on a team board, they will still stay in Open state from a project perspective.

Having the workflow set up we can now manage work from a team perspective as well as to see the progress from a project perspective. The cards will be automatically moved between project states when they are moved by teams between appropriate team states.


Team workflow gives one more great opportunity to make teams being able to see user stories only when they are moved to a specific state in a project workflow. To do that we just skip the states at the beginning of the project workflow, leaving them not mapped to the team worklfow states.

Screen Shot 2015-02-01 at 00.00.06 3

Thus user stories may go through many different states before development teams see them in their team backlog.


Unfortunately in this case it will not be possible to track some team metrics as cycle time for example. Good news are that this is exactly what we plan to implement in the nearest future when get feedback from you about this new functionality. Another exciting feature, which is coming, is a possibility to assign any work item, as a user story or feature, to several teams simultaneously. This will allow to fully support teams, such as teams in different departments, or functional development and testing teams, who work on items sequentially.

We hope you go ahead and try to use team workflows as soon as possible and let us know what you think about it. We look forward to your feedback!

Thank you!

Team Workflow feature team.

Request a demo
Our product specialists will show you the beauty
and power of Targetprocess 3 and help you to customize
it for your process and business requirements