Targetprocess: Name and Organize Reports

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

Naming and organizing reports consistently in Targetprocess helps reduce clutter and confusion. Follow these recommendations for naming reports that you create:

  • Start your report title with one of the following:
    • Responsible Team(s) or Group
  • Finish your report title with a concise phrase indicating the content or purpose of the report. For example:
    • [Team or Group name] Stories and Bugs by PI
    • [Team or Group name] Stories by Status (pie chart)

Organizing Reports and Views into Folders

If you have a collection of Reports, consider creating a Folder for them.

  1. Select Create at the bottom of the left navigation.
  2. Choose Folder. 
    Targetprocess Create selected, options Folder (highlighted), dashboard, Report, One-by-one view, Roadmap, List, Board.
  3. Name the folder, including your Team or Group name.

Additional Folder Options

  1. In the left navigation, hover over the desired folder to reveal three ellipses.
    Targetprocess left navigation, folder hovered. Horizontal ellipses highlighted to the right of the desired folder.
  2. Select the ellipses to open a menu with options to do any of the following:
  • Create additional subfolders, dashboards, reports, views. All new objects will be saved within the existing folder.
  • Rename the folder
  • Change the Access permissions to the folder
  • Change folder Owners
  • Add to your list of Favorites, creating a link at the top of the left navigation
  • Hide the folder from your list of navigation links
  • Ungroup, hiding the folder but not objects in it
  • Remove (delete) the folder

Last modified

TDX ID

7615