Sometimes the Project and Team menu in the top bar does not save selected options when switching views. Whenever you switch between views and return to the last view you were using, you have to select all items you’re interested in from the Team / Project menu, because these settings are not being saved and remembered by the application.
By default, Views don’t persist the selection of Project(s) and Team(s). However, the are two options to remember these selections.
Set default projects and teams
A view does remember saved selection when the special Set default projects and teams filter is set in the View Setup tab. The View owner or Targetprocess admin can control this option.
For your frequently used Views that keep forgetting their context, you can review their settings and proceed with the following steps to save each View’s context:
- Select the View in the left menu to open it
- Click gray Actions -> Set up View buttons to open View Settings
- Open Setup tab
- Press Not specified button under Set default projects and teams label
- Make your desired selections in the Projects / Teams list and press Set button to apply them
- Press blue Finish setup button
When an admin or view owner modifies these settings, they are applied for each of the view users.
Bookmark a view in your web browser
The full URL address of the view page contains the encoded selection of Project(s) and Team(s). To start your work in Targetprocess with a particular default View opened and Project(s) and Team(s) pre-selected, we recommend you to bookmark a link to a view in your web browser.
The following keyboard shortcuts can be used to quickly Bookmark a web page:
- Ctrl+D in Chrome
- Ctrl+D in Mozilla Firefox