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Version: TeamForge 24.0

New Trackers (Beta) UI Enhancements

The new Trackers UI lets you work with trackers effortlessly. The update features a sliding sidebar for quick access to trackers, planning folders, and teams. It offers a clear list view for artifacts with a sticky title column, icon-based action buttons, smooth scrolling options, pagination for large lists, and so on. User avatars show who is assigned to each artifact.

Before You Begin

Upgrade to TeamForge 24.0 to access the new Trackers UI. For more information, see Plan Your Installation / Upgrade.

Accessing the New Tracker UI​

  1. Click TRACKERS in the Project Home menu to access the new Trackers UI by default.
  2. To switch to the old Trackers UI, click the toggle button at the top right corner of the screen.

Key Differences and Improvements​

The new Trackers UI includes icon-based call-to-action (CTA) buttons for easier navigation. This change lets you perform actions with fewer clicks and improves how you work. Key differences and improvements include:

Sliding Sidebar​

The sliding sidebar includes an expand and collapse button. When expanded, it shows options like List View, Plan Board, Task Board, and Kanban Board. By default, the sidebar is collapsed to save screen space.

Manage Planning Folders from the Sidebar​

In the Planning Folders sidebar, the New and Edit buttons are deprecated and relocated as a gear icon for each folder and subfolder. Use this gear icon to create, edit, move, or delete a planning folder.

  1. Click TRACKERS from the Project Home menu.
  2. From the Trackers homepage, expand List View and click Planning Folders.
  3. Under Planning Folder, click the folder in which you want to create a new or make changes to an existing planning folder.
  4. Click the gear icon to create, edit, move, or delete a planning folder.
  5. Select the type of planning folder you want to create: Release, Iteration, or Folder.
  6. Configure the required field and click Save. For more information see, Planning Folder Overview.

Manage Teams from the Sidebar​

In the Teams navigation bar, the floating icons are deprecated and relocated as a gear icon for each folder and subfolder. Use this gear icon to create sub team, edit team, view team members, or delete a team.

  1. Click TRACKERS from the Project Home menu.
  2. From the Trackers homepage, expand List View and click Teams.
  3. Under Teams, click the folder where you want to create a sub-team, make changes to an existing team, or view team members.
  4. To create a new team, hover over Project Teams and click the gear icon > Create Team.
  5. Configure the required field and click Save. For more information, see Manage Your Project Teams.

Enhanced Icons for Planning Folder Status​

The Planning Folders icons are enhanced to show the current status of the following folder types in the sidebar.

  1. Active Planning Folder : Planning folder currently in use and accessible for organizing and managing project artifacts.
  2. Inactive Planning Folder : Planning folder that is excluded from view by project members to avoid overload.
  3. Freeze Planning Folder : Planning folder with a status set to Freeze, preventing any artifacts from being moved in or out. Click the Active/All tab to switch between active folders and all folders (Active, Inactive, and Freeze).

Left/Right Scroll Buttons in the Trackers Project Homepage​

The new Trackers UI List View includes left/right scroll buttons at the bottom center of the project homepage. These buttons let you scroll horizontally if the columns are too wide for the screen. As you scroll, the first column remains fixed, so you always have a consistent reference point.

Trackers List View Enhancements​

The Trackers > List View is enhanced with the following for Trackers, Planning Folders, and Teams:

Floating Icons​

The List View now shows floating icons on the right side of each artifact. These icons help you work more efficiently. Hover over an artifact to see the floating icon options.

  • Start/Stop Monitor: Click the bell icon to start or stop monitoring activities for individual tracker artifacts.
  • Move Artifact: Click the Move icon to relocate the artifact to a different tracker or a tracker in a different project.
    • Plan For: Lets you move an artifact to a different planning folder or a planning folder from other projects.
  • Copy Artifact URL: Click the Copy URL icon to copy its URL to the clipboard.
  • Context Menu Icon: Click the ellipsis icon to access the contextual menu, which includes the following options:
    • Clone: Duplicate a specific artifact to a different tracker.
    • Monitoring Users: Add one or more users to monitor a tracker artifact.
    • Choose Child: Select a child artifact for a specific tracker artifact.
    • Choose Parent: Select a parent artifact for a specific tracker artifact.
    • Add Associations: Include one or more associations with a tracker artifact.
    • Add Attachments: Attach files to a specific tracker artifact.
    • Delete: Remove a specific artifact.
note

The Mass Update, Move, Start/Stop Monitor, and Delete icons show up at the top right of the List Artifacts page or as floating icons when you select one or more artifacts. Floating icons do not appear when more than one artifact is selected.

Mass Update of System Fields​

The Mass Update is redesigned as () icon and appears at the top right corner when you select one or more artifacts in the list. Use this feature to configure system fields for multiple artifacts at once. Whether the mass update succeeds or fails, a Mass Update pop-up window displays the number of failed and successful artifacts.

note

The failed mass update pop-up window shows the failed artifact ID and the result indicating the cause of failure. An export button appears for failed scenarios.

note

Unlike the Mass Update result page, all other functionality result pages are the same for both successful and failed events.

For more information, see Edit Multiple Artifacts (Mass Update)

Failed Artifacts in the Mass Update

Successful Artifacts in the Mass Update

View Long Artifact Names​

The new Trackers UI uses tooltips and ellipses to handle long names in the List View. When you hover over a truncated name, ellipses indicate that the name extends beyond the visible limit. A tooltip then appears, displaying the full name. This functionality is implemented across various elements in the list page, not just for artifact titles.

Manage Multi-Select Values in List Artifacts Columns​

In the new trackers UI, if more than two values are selected in the filter criteria of the list artifacts table, +More appears in the filter field.

View/Add Monitoring Users from Trackers List View Homepage​

The new Trackers UI homepage includes a bell and an Options icon at the top left of the List Artifacts table. Use these icons to start, stop, or add monitoring users to a tracker from the Trackers, Planning Folders, or Teams project homepage.

  1. Click Trackers from the Project Home menu.
  2. Click the bell icon to start or stop monitoring a tracker.
  3. Click the dropdown menu of the respective tracker to view, add, or remove monitoring users.

Inline Editing of Multiple Artifacts​

To update multiple tracker or planning folder artifacts at once, click the Edit Inline icon at the top right corner. This lets you edit all artifacts simultaneously.

  1. Click TRACKERS from the Project Home menu.
  2. Select the Trackers or Planning Folders that contain the artifacts you want to edit inline and click the Edit Inline icon.
  3. Click Save after making the changes. For more information, see Edit Multiple Artifacts Inline.

Import Tracker Artifacts​

In the new Trackers UI, click the Import icon () at the top right of the list artifact table to import artifacts into TeamForge. This lets you easily integrate Excel or CSV files containing artifacts.

  1. Click TRACKERS from the Project Home menu.
  2. Select a tracker from the TRACKERS tab.
  3. Click Import icon to import Excel/CSV file that contains the artifacts to be imported. For more information, see Import Tracker Artifacts.

Export Tracker Artifacts​

In the new trackers, click the new Export icon () at the top right corner of the list artifact table to export artifact content from trackers or planning folders to external applications. Supported formats include CSV, XML, Excel, or tab-delimited files to facilitate data exchange with external systems.

  1. Click TRACKERS from the Project Home menu.
  2. Click a tracker or planning folder.
  3. Click the Export icon to export a tracker or planning folder.
note

In the Export Data, the first column remains fixed. You can drag and drop other fields horizontally to reorder them.

For more information, see Export Tracker Artifacts.

Configure System and Custom Fields in Trackers List View​

You can set column preferences for each tracker, planning folder, or team. If a project administrator sets default columns for the entire project, your choices override these defaults.

  • Manage Views in Trackers The new Trackers UI Manage Views in Trackers lets you configure column preferences, save the View Name of your choice, search, and configure system and custom fields.
    1. Click TRACKERS from the Project Home menu.
    2. Click Trackers and hover over the Manage Views hamburger icon at the top right corner to to access the Configure View and configure the desired System and Custom fields.
    3. Check the Set as my default view checkbox to set your default view.
    4. Check the Set as default view for all Project members checkbox to set the default view for all project members.
    5. Click Apply or Apply & Save. Note:
  • The System Default (default) option is selected by default.
  • You can add any number of Custom Fields in the manage views.
  • If you have already saved a column configuration, simply click it and proceed to skip the remaining steps.
note

In the Configure View, the first column remains fixed. You can drag and drop other fields horizontally to reorder them.

  • Manage Views in Planning Folders

    The new Trackers UI Manage Views in Planning Folders lets you configure column preferences, save your chosen View Name, search for items, and configure system and custom fields. You can also select a tracker from the Tracker Name dropdown list to see its custom fields.

    1. Click TRACKERS from the Project Home menu.
    2. Click Planning Folders and hover over the Manage Views hamburger icon at the top right corner to configure the desired System and Custom fields.
    3. Click the Tracker Name dropdown list to choose the tracker that lists the corresponding custom fields.
    4. Check the Set as my default view checkbox to set your default view.
    5. Check the Set as default view for all Project members checkbox to set the default view for all project members.
    6. Click Apply or Apply & Save.

    Note:

    • The System Default (default) option is selected by default.

    • You can add up to three Custom Fields in the manage views.

    • If you have already saved a column configuration, simply click it and proceed to skip the remaining steps.

    • In the Configure View, the first column remains fixed. You can drag and drop other fields horizontally to reorder them.

  • Manage Views in Teams

    The new Trackers UI Manage Views in Teams lets you configure column preferences, save the View Name of your choice, search, and configure fields.

    1. Click TRACKERS from the Project Home menu.
    2. Click Teams and hover over the Manage Views hamburger icon at the top right corner to configure the desired fields.
    3. Check the Set as my default view checkbox to set your default view.
    4. Check the Set as default view for all Project members checkbox to set the default view for all project members.
    5. Click Apply or Apply & Save.
      Note:
    • The System Default (default) option is selected by default.
    • If you have already saved a column configuration, simply click it and proceed to skip the remaining steps.
    • In the Configure View, the first column remains fixed. You can drag and drop other fields horizontally to reorder them. For more information, see Filter Tracker Artifacts.

Creating Tracker Artifacts​

In the new tracker UI, the Create Artifact button is replaced with a + New icon at the top right corner. You can also create a tracker artifact by sending an email to the tracker without needing to log in to TeamForge.

  1. Navigate to any tracker, planning folder, or teams view within TeamForge.
  2. Click the + New icon located at the top right corner of the screen.
  3. Select the specific tracker where you want to create your artifact from the dropdown menu. By default, the new artifact will be created within the current tracker, planning folder, or teams.
  4. Configure the required field and click Save or Save and Close.

For more information, see Create Tracker Artifacts

Add Save Filter View​

The new Trackers UI lets you save the configured filter view in the Filter by Criteria. This feature helps you quickly access and view results based on your saved filter criteria.

  1. Navigate to any tracker, planning folder, or teams view within TeamForge.
  2. Configure the columns as desired.
  3. Click the filter icon located at the top left side of the artifact list table.
  4. Click Save and enter a filter name in the Filter View dialog box.
  5. Click Save to save the filter view.

Once saved, Filter View cannot be edited but can only be deleted if needed.

Sorting and Ranking artifacts in the Planning Folders​

The Planning Folders list view now features a new toggle switch button () for switching between SORT and RANK modes. You can find this button in the top right corner of the list artifact table.

  • SORT Mode: In this mode, you can sort the table by one column at a time. The table will automatically adjust the order of other columns based on the selected column. By default, the table sorts by PRIORITY in SORT mode.
  • RANK Mode: Switching to RANK mode adds a new RANK column. This column lets you prioritize and list artifacts based on your chosen rank. It helps your team select tasks more effectively and reduces rework.

For more information, see Reorder Planning Folders.

Pagination in the Planning Folders and Teams​

Pagination now makes it easier to navigate the Planning Folders and Teams list tables. It improves performance and usability by loading a limited number of artifacts per page. This way, the system runs smoothly even with large datasets.

You can use the Rows per page dropdown to choose how many artifacts show up on each page. This helps you manage lists better and find specific artifacts quickly.

note

Pagination is not available in RANK Mode.

Displaying Avatars of Assigned Users​

The List Artifact table shows the user avatar in the ASSIGNED TO column. If the avatar is missing, the column displays the user's initials.

Handling Empty Trackers​

For Admin Users

  • If a project has no trackers, the empty summary page shows a New Tracker button to create a new tracker.

  • If trackers have no artifacts, the empty page shows a + New button to create a new artifact.

    Empty Trackers Summary Page with No Tracker for Admin Users

    Empty Trackers Summary Page when Tracker has No Artifact for Admin Users

For Non-Admin Users

  • If a project has no trackers, the empty summary page shows a message to contact the project admin to create a tracker.

  • If trackers have no artifacts, the empty page shows a + New button to create a new artifact.

    Empty Trackers Summary Page with No Trackers for Non-Admin Users

    Empty Trackers Summary Page when Tracker has No Artifact for Non-Admin Users