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Targetprocess

Showing 253

Be able to sort lists/views etc on the left hand pane

It would be useful to be able to sort items on the left hand pane by alpha order or create date, creator, etc.. This should be able to be done on the main level or within a folder. This would make it easier to find items in the left hand pane sprawl.
25 days ago in Targetprocess / Navigation/Menus 1 Not under consideration

Define which entities can be added from main "add button" in left menu

I would like to be able to narrow down the list of entities that can be created from the add button in the left menu of Targetprocess. For instance we don't want to let users create time records from this menu, because they should only be created ...
about 2 months ago in Targetprocess / Navigation/Menus 1 Future consideration

Using Mermaid Chart code to show the user how the entities are connected.

To keep my request easier if an admin can export a Mermaid Chart code (or something like it) that will allow the user to visual see how all the entities are connected. Than the user can use Mermaid to show users how all the entities are connected ...
17 days ago in Targetprocess / Other Integrations 1 Not under consideration

Ability to duplicate permissions for a Role (Roles and Permissions) or Entity assignments for a role (Roles and Assignments)

Settings for roles in these two areas - especially permissions - can be very time-consuming due to the (helpful) level of granularity. Often I want to create a new role that is very similar to an existing one with just a few differences. There is ...
17 days ago in Targetprocess / User Management 0 Future consideration

Collapse all view folders at once

I have many views and view folders. The list gets very chaotic as folders are opened. I would like to have a button or feature to collapse/expand all folders at any level from the very top as well as sub-folders. At minimum, the ability to quickly...
17 days ago in Targetprocess / Views (Lists, Boards, Roadmaps, Dashboards) 0 Future consideration

Keep parent/child entities together on roadmap views

I would like to be able to group related entities on a Roadmap view. If a roadmap contains parent entities and their children (or another related entity), there is no way I've seen to get them to stay together, which makes it visually very confusi...
17 days ago in Targetprocess / Views (Lists, Boards, Roadmaps, Dashboards) 0 Future consideration

On date selectors, it would be nice to have a "Today" button

When selecting a date on the calendar date selector, it would be nice to have the option to jump to today's date.
17 days ago in Targetprocess / User Experience 0 Future consideration

Add Search Functionality in Entity History Section for Improved Field Tracking

Currently, each entity has a history section where we can see the update history of each field. When there are only a few fields, the current UI works well. However, for entities with 100+ fields that are kept for long periods, tracking the histor...
3 months ago in Targetprocess / User Experience 2 Planned for future release

Confirmation Popup When Field Updates Reset or Clear Dependent Fields

Description In Targetprocess, certain field updates can automatically reset or clear dependent fields in related entities. This happens most often with Configurable Dropdown Lists, which can be dependent on one or more parent fields. Currently, wh...
18 days ago in Targetprocess / Views (Lists, Boards, Roadmaps, Dashboards) 3 Needs more information

Insights on usage

It would be nice to have some tracking information regarding the usage of some views/reports/dashboards/boards. Every so often, we review the left navigation in ATP and try to minimize the length of it. Knowing that views are used a lot vs. never ...
19 days ago in Targetprocess / Views (Lists, Boards, Roadmaps, Dashboards) 0 Future consideration