Views
The application is made up of modules and reports shown as lists, tables, boards, or charts. Modules are used to enter and manage data and to import and export data in various formats. Every module and report can be configured for a specific task using filters, grouping, sorting, and column visibility settings. The main reports are already set up, but practices and management styles vary widely, so you can configure some data views yourself.
After you configure a module or report, the application offers to save the changes. Changes can be saved for you personally, or for all project participants (if you are a lead). You can also create a new module or report from these settings, give it a name, and, if needed, share it with other project participants.
Modules that belong together are grouped under the "Useful modules" menu item. Use this menu to jump quickly to various filters, previously saved reports, and modules.
To open a module in a specific project or project portfolio, use the "Open in" menu. The system shows the selected project's or portfolio's data in that module.
Useful actions on modules are available in the menu with breadcrumbs
- Add to favorites - include this module in the Favorites menu, which is always shown first in the user's navigation.
- Add to dashboard - show the module or report data on the project or portfolio dashboard.
- Add to the artifact dashboard - show the module on the artifact dashboard, an extra area on the right that is available while viewing an artifact. For example, you can add a chart to a module so that selecting a row (artifact) shows a chart parameterized by that artifact, such as testing progress for a specific test plan.
- Send by email on a schedule - create a schedule on which the module data is emailed to the specified recipients.
- Share a link - you can share a module or report setup with other project participants or customer representatives without saving it. In the filter menu, choose "Share" and, in the window that opens, copy the link to the module or send that link by email.
Drag and drop to rearrange columns. To keep the column layout, save the module settings. Settings saved this way are used when the module is inserted into documentation with the "Insert module/report" button on the editor toolbar.
Modules can use a context menu for operations on artifacts. The same menu is available in the drop-down list with the Pencil icon, in the last column of table and tree modules.
You can create your own (additional) operations on artifacts with the "Custom actions" module, available in the project settings.
Modules support bulk operations that change attribute values or run actions on the selected rows or cards. Select the rows you need, or select the checkbox next to the module settings button to select every row. When all rows are selected, the operations run on every item, including those on further pages.
On the right side of the page there is a details panel you can use to edit project artifacts, view general information about an artifact, and read the discussion log or the change log. The panel can be hidden or shown if it is hidden. Use the keyboard shortcuts to show or hide this panel quickly. Whether the panel is shown is stored in your browser.
