- Frequently Asked Questions
- Users: Roles and Permissions
- Work with Entities
- Integration between Targetprocess and Slack
- Problem: Entities in work hierarchy are orphaned and belong to different scopes of work
- Targetprocess System Requirements
- Cannot Prioritize Cards on a View
- How to configure Google OAuth for Email Integration Plugin
Starting from v2107+ 'Owner' terminology is changed to 'Creator'.
When an entity is created, its Creator field is populated with a reference to the creator user.
Permissions of Creators
Creators can always edit and delete their own entities, even when their role does not have permissions to modify entities of this type.
Creator should be a Portfolio (Project) Member in order to get access to his or her entities in the Portfolio (Project).
More information: Permissions for Access to Work Items.
Creators of Portfolios (Projects) can:
- Change all details of the Project entity;
- Manage the list of People assigned to the Project: assign and unassign users, change their roles;
- Manage the list of Teams assigned to the Project: assign and unassign teams.
The user in the Creator field can be changed. Administrators can always change creators of entities.
To change Creator for an entity, open its detailed view. In the Info panel, select a new user in the dropdown in the Creator field.
Batch action for change Creator field is also there. On board views with Creator selected as a lane, it is possible to change Creator for your cards with drag and drop action. It is the only supported method to change Creator for multiple entities while Creator option is missing in Batch Actions panel.
Starting from v3.11.5+ it is now possible to edit Creator when it is displayed as a column in Lists.
Creators and notifications
Creator is one of the options for email notifications. By selecting the Creator checkbox, the creator of the entity will receive a notification triggered by a selected event.
It is possible to configure scripts for the automatic subscription of Creators as Followers.
Creators on cards
Creators are displayed on cards with the crown icon on their profile picture. Use the Customize Cards feature to add Creator units to cards in your view.
Units with the full name of entity creator can be enabled within Custom Unit Creator Full Name Mashup.
Creator as a lane
Available in Targetprocess v3.9.3+
We’ve added the possibility to include a Creator lane when setting up a view. This means you can now build views that group entities by the person who created them.
Drag and drop on board views is the only supported method to change the Creator of a Team.
Creators in lanes are filtered by the portfolios (projects) and teams currently selected.
General entities can be filtered in views and visual reports by Creator using syntax and properties supported for filtering by User entity. Comments and Attachments can be filtered in views and visual reports by Owner.
|Any||?Creator is Me||entities created by you|
|Any||?Creator is 'Dubakov'||entities created by user with the last name Dubakov|
|Any||?Creator.Name is 'Michael'||entities created by user with the first name Michael|
Time entities do not have a Creator field. Use the User field instead.
It is also possible to filter entities by assigned user: Filters for personal Assignments.
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