How to view historical records | Targetprocess - Visual management software

How to view historical records

You might want to check what’s been going on in a project over a certain time period: who’s done what, when, how fast.

Audit history

This predefined report with filters is the most easy in usage. Go to Settings → Diagnostic and Logs → Audit History, choose Project and set the Entity filter to User Story, Bug, Comment, Task, etc.

Audit history

You can filter records by person (Modifier) and by time range. Let’s say I want to see all the bug-related activities by Jack Blue from last week:

How to view historical records. Image 2

This log displays only entities from active Projects. Before you open the log tool, please mark the projects you're interested in as current in the Projects and Teams selector. Maximal count of Projects selected is limited for this tool: if you see an error, try to make your selection more narrow and focus on few projects.

Details of deleted items

Project History also comes to the rescue when you need to restore an item that was deleted by mistake. Once you find a “deleted” history record, sort records by ID to see all the item details. This is a work-around, of course, as you would have to enter the details over again, but all the essential info (description, effort, time spent, etc.) is safely stored in History.

Recent Activity Mashup

The add-on named Recent Activity shows recent activity timeline: new comments, new entities, status updates for User Stories, Tasks, Bugs and Requests for the 3 last days.

Recent Activity Mashup

History tab

For every entity (i.e. work item) in Targetprocess more detailed information is displayed inside History tab of the detailed view of the work item.

History tab

Flow tab

Some details for a single work item only are displayed on a Flow tab in a detailed view of the item. It shows the State Change events on a timeline as well as responsible users.

Flow tab

Burn Down chart

If you use Releases, Sprints or Team Iterations, then Burn Down chart might give you a hint what's happen.

Burn Down chart daily details

Custom Report

Details of some particular modifications, including State changes, assignments to Iteration and Release are tracked for User Stories, Tasks, Features (Epics), Bugs and Requests in separate History tables and can be obtained via special Custom Reports or REST API queries.

Custom Report for History

REST API

Details of some particular modifications, including State changes, assignments to Iteration and Release are tracked for User Stories, Tasks, Features (Epics), Bugs and Requests in separate History tables and can be obtained via REST API queries.

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