Creating Views from Templates
The true power of Targetprocess is flexibility. You can create lots of custom views showing user stories and bugs, features, test cases, requests, impediments, users, portfolios (projects) and teams. Countless combinations of cards, lanes and filters are available.
About this task
To create a view:
Procedure
- To create a new view, click the + Create button, then select Board, List, or
Timeline option at the bottom of the left menu in Targetprocess.
Available view modes are described in The Views and Tools Overview article.
- Set up view screen appears. On Templates tab you will see a
template choice. You can find applicable template and apply it.
Adding your own custom templates
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It is also possible to save an existing view as a template and then apply the saved template to your newly created view. It is useful when your aim is to apply already existing filters and design of cards to new views.
Procedure
- In an existing view, click Actions > Save as template.
- Enter name, description, and tags of your new template.
- Click Save.
- A new template for your view appears in the Templates tab. Click it to apply the template
to newly created views.
Alternative options for views creation
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To set up a view from scratch:
Procedure
Here is how the view setup looks with settings adjusted.
This view is basic. It shows user stories from the current iteration (note the ?Iteration is Current filter) grouped by states and priority. So you can see whether people work on important stories or not.
No new views
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All users are allowed to create new private and shared views by default. However account Administrator my decide to maintain views for all users by himself and prohibit users from creation of their own views in the system.
No New Boards mashup (add-on) is helpful in this case. When the mashup is installed and activated, + Create button becomes hidden for users with selected numeric IDs or roles.