Targetprocess: Create Views

Audience: Product Managers, Release Train Engineers, Product Owners, and Scrum Coaches

In Targetprocess as a Product Manager, Release Train Engineer, Product Owner, or Scrum Coach, you can create Views to display and interact with data.

Creating a New View

To create a new View:

1. Select the + Create button at the bottom of the left-hand navigation.
    
2. Select the type of View you want to create from the menu that appears.
   
3. When you select the type of View you want to create, the Setup screen opens into the Templates tab by default.
4. To create a View using a template, select one of the available templates.
5. To create a View from scratch, select the card labeled Blank.
   

Customizing a Newly-Created View

Whether starting from scratch or using a template, you can customize the new View to your needs.

1. Select the Setup tab that appears in the card you've selected.
2. Select your Portfolio. In most cases this will be Information Technology.
3. Select the Teams you want to be included in the view.
   • Note: When you select your Teams, you have the option to select the teams you want to be available, and the teams you want selected by default. In both cases, this can be anywhere from one team, to all of them.
     
4. Click on the View title to name your View. 
   • View names should be unique, and indicate the name of your team in some way.
   • Never use the same name as a common-use view.
     • Acceptable: ABC custom backlog
     • Unacceptable: Team Backlog
5. Select Describe what is on this view. Use plain language to briefly explain what information the View is meant to convey.
   1. Use the informational tool tip Question mark next to each entity to learn more about using the properties available for the specific view you're using.
      • Note: Sorting elements must be different from the entity cards you have chosen.
   2. Choose which Portfolios and Teams you wish to display in the view.
   3. Use Custom quick filters to include additional filtering options. 
      • Common custom quick filters include Planning Interval, Team Iterations, Agile Release Train.
   4. Select which cards (such as Features, Stories, Bugs) you wish to include in the View. 
      • Note: Depending on the type of View you're creating, you'll have additional options for displaying the entities. 
6. Save your View when you're done by selecting Finish setup in the upper right of the setup panel.
   
7. Views can be edited at any time by selecting the Actions button in the upper right of the page and selecting Set up view.

Understanding View Permissions and Visibility

You can create Views for your own use or you can share them with others. A lock icon next to your view means that the View is private.

Changing the Access Settings for a View

If you are an owner or co-owner of a view, you can change who can access a View you created in Targetprocess. 

Access setting notes:

• Views can have multiple owners
• You can assign co-owners to a view you own or co-own
• When a view is moved to a folder, the original folder owner automatically becomes another owner of the view

To change the access settings for a view:

1. Select the three horizontal ellipses next to the view title.
2. Selecting Access from the setup menu.
    
3. Select Public to give everyone in Targetprocess access or limit access to individual Portfolios, Teams, or Users by selecting their check boxes.
4. When sharing Views, remember to follow best practices outlined in Using the Left Navigation to Organize Views and Folders.

Applying Advanced Filters

You can apply advanced filters to further customize the data shown in a View. Advanced Filters allow you to combine entities with operators to create custom dimensions, which can help you filter out all Stories or Features in a closed state, only see Stories assigned to a specific person, and other use cases. Learn more about advanced filters on the Targetprocess support website.

1. In the View Setup, click the Filter button at the lane, row, or entity level.
   

2. Type ? into the filter field to use Advanced Mode.
   
3. Use the dropdown to populate your filter using controlled language from the data model to select, hide, or highlight data that isn't made available through basic filtering. 
   • Note: Use advanced filters with caution to ensure you don't hide useful information by mistake.