Targetprocess: Navigate and Filter Views

Audience: All Targetprocess users

Targetprocess is a view-based system, and all views can be accessed from the left navigation menu. Folders in the left navigation are used to organize views for easy access. 

Views persist once selected. When you return to Targetprocess, you will start at the last view you visited, retaining your previously-set filters.

In this article:

• Accessing a View or Folder from the Left Navigation
• Filtering the Content of a View or Folder
• Common Issues when Filtering Views

Accessing a View or Folder from the Left Navigation

1. To search for a specific view, select the Search bar at the top of the left navigation menu and enter the name of the view.
2. The list of views filters based on the search term. Select the desired view.
   

Filtering the Content of a View or Folder

Filter options are available at the top of each view. Filters persist within a view, so when you return to a view, you will see the same filter(s) applied as when you last visited that view.

1. Find the Show view setup icon to see which entities the filter cards will apply to in the view you've selected. 
   • Example entities: Feature, Story, Iteration
   • Review any additional filter cards information specified. Learn more about Filters and Search and Advanced Filters in Targetprocess.  
   • Note: You can't see all entity types from every view - different views have different purposes.

2. Use the Quick Filters along the top to filter by that type of item.
   
   • Example: Select Any Team and choose Targetprocess to filter for just the Targetprocess team.
   • Example: Select Any Portfolio and choose Office of Information Technology to filter for OIT scaled Agile work.
   • To select multiple options, hold the Ctrl or Command key while selecting each item. This can be useful if you belong to multiple teams and want to view items from both teams together.
3. Use Filter cards to refine the items displayed.
   
   • Examples: Select Filter cards (if necessary, clear any saved filter) and enter Test into the Name field to search for any cards with "Test" in the name, or select Assigned to and select Me to see Stories or Features that are assigned to you. Refer to Apptio's self-help for a more in depth exploration of using Filters to highlight specific items.
   • Note: Filter cards only applies to the entity types listed under the Show view setup. 

Refer to Apptio's Advanced Filters Overview for information on writing complex queries.

Common Issues when Filtering Views

You may encounter the following common issues when adjusting filters on any given view:

Empty lanes taking up space

Certain views and filter combinations may result in a number of lanes displaying as empty. The empty lanes themselves are still visible, making it hard to view and navigate the data you're after.

To hide empty lanes:

1. Select Actions in the upper right corner.
2. Next to Empty lanes, change the toggle button from Visible to Hidden.
   

Unexpected Items Displaying

Occasionally, you may see items in your view which you are not expecting. For example, perhaps you've filtered the Team Backlog view for your team, but you see items from another team appearing as well.

The most likely explanation is that the unexpected item somehow meets your filter criteria. 

1. Click into the unexpected item and check the following common fields on the right-hand side to see if their content meets your filter criteria:
   • Assignments
     • Teams
     • Team Member
   • Info
     • Feature
     • Planning Interval
     • Team Iteration
       
2. If the data entered into these fields is incorrect, correcting the data will fix the issue.
   • If the data entered into these fields is correct, review your filters and adjust as necessary.