Project and Team selection is reset

How to open views with the currently selected Projects and Teams.

Some time ago, we redesigned the Projects-Teams selector. It became a part of views, and the global selector was removed. This helped to standardize and simplify views, but made it impossible to set Projects and Teams just once and navigate through several views with that selection.

To make this scenario work, in v.3.11.0 we’ve implemented a keyboard shortcut that lets you navigate to a new view with the currently selected Projects and Teams.

As usual, you can select the needed Projects and Teams in the selector on the top of the view (this selection won't override the predefined Projects and Teams for this view).

1selectcontext

Explore the data. If you need to navigate to another view with the same selected Projects and Teams, simply hold Alt and click on the view you wish to explore.

3altclick

As a result, the view will be opened using the Projects and Teams that were selected on the previous view.

4viewopened

You can use Alt+Click to navigate through any number of views with the currently selected Projects and Teams.

For more details on how the Projects and Teams selector works, see the guide post.

  • Alex

    So you can really create 2 Scrum boards if you want:
    Scrum board (Alpha Project)
    Scrum board (Beta Project)
    and set the default Project (and Team) for each one

  • Vincent van ’t Zand

    That’s nice to have as an option, but I’d like to see the mainstream case covered. Or at least the situation that most teams trying out TP will start with: one team and one project (although the same applies for more of each, because it has to do with how new accounts are setup). Remember that many people won’t follow the step-by-step tutorial, just because it’s forced on them!

    So why not setup each new account with ‘Any project, any team’ as the default? (Especially since you already seem to rely on them changing this setting anyway.)

  • Natalia

    It sounds like a good idea and I have posted it to our Uservoice portal: http://tp3.uservoice.com/forum
    Feel free to support it with your votes and comments.

  • Josef Hermanns

    I am preparing the switch from TP2 to TP3 client. In this respect, the above described issue is really annoying. In our organization users are working on a number of projects in parallel and project leads are responsible for several projects. Having to reselect the project of choice every time I switch between views is therefore a no go function. Duplicating views with preset projects is fine, however the list might be too long for some of them. Within TP2 this is actaully nicely supported, why is this function missing in TP3 and when will it come back ?

  • Anna Ko

    I understand your confusion here – in most cases people would need to
    switch context while navigating fromto TP2 and TP3 user interfaces.
    The reason is simple: unlike the old one, new UI has an option to work
    with the Teams. Context menu cannot stay the same in this case, as teams
    do not exist in the previous version of the software.

    What I would suggest, is using browser favorites or bookmarks for TP2 pages: projects context is saved via URL so you should get the right selection in this case.

  • Simon Bestbier

    I think this is my biggest pain point with the system – having to reset the project and team when changing views. It would be great for this to be a bit more persistent.

  • Andrey Metelsky

    @sbestbier:disqus If default ProjectTeam context menu (that is located in the settings field) is non specified for particular views – Teams and Projects in the next view will be set as in the previous one at the global TeamProject context (that is located at the top of the page). And vice versa you can define Teams and Projects in default TeamProject context so in this view context won`t be changed regardless of other.

  • Kate Kuo

    Only Admin could add Project/Program? member can only add from epic, right? Or it;s just depends on how the admin set? Thanks.

  • Kate

    Hello Kate,

    Admin can set permissions for different Roles in Targetprocess. Among these permissions there is one to ADD/Edit Project. Find out more at https://www.targetprocess.com/

Still have a question?

We're here to help! Just contact our friendly support team

Find out more about our APIs, Plugins, Mashups and custom extensions. Join our community of passionate users and even discuss directly with our developers.