Archive for category howto

TargetProcess Specific “What is Where”

Posted by Olga Kouzina in howto, support on February 19th, 2010

We did our best to provide the complete information about TargetProcess  on the web-site and in User Guides. Still,  judging by the questions people send in, there’s a need to write some sort of guide to our support documentation and videos.

Even if you’ve been working with TargetProcess for a while, we’d still recommend to look at this blog post on TargetProcess do-it-yourself training for some useful learning tips.

If you’re looking to get a demo of what TargetProcess does as an agile project management tool and decide if you need to sign-up for a trial, go to our Product page with all its sub-pages.  Note, that Download page includes plug-ins listed on the Integration page, as well as TP Tray and HelpDesk.

Free Edition, one of the sub-pages, is worth a special note. This is a sign-up page.  BUT one thing to remember is that even if it’s FREE edition, TargetProcess is fully functional and comes with all the updates for free as well. The only limitation of free edition is the amount of licenses which is 5.  So, there’s no need to sign-up for new free edition trials over and over again if you want an upgrade.  You’re entitled to fully functional TargetProcess software with all the upgrades and new releases for free, if you’ve got a team of 5. If by any chance you forgot your account name, or you’ve lost your installation file, or you haven’t had time to look at TargetProcess and want to resume the evaluation, just email us and we will send you all your account information. We keep it and it’s out job to provide it when needed.

Support is your main destination as an eager TargetProcess user :). You  can post  ideas and requests to HelpDesk from there, read User Guides, watch videos, and contact our live chat. TargetProcess System Requirements are also there along with Microsoft Web Platform Installer required to run TargetProcess on-site edition.

On to User Guides. We’ve got .pdfs mostly, but TargetProcess User Guide comes online and is searchable. You can type in any term there and look at search results.

It might take us time to get back to you with personal answers, although we usually answer within 24 answers. But what if you need this answer right away? You might find it yourself with no waste wait time if you use those tips.

Enjoy working with TargetProcess :)

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How To Create ANY Custom Workflow with TargetProcess

Posted by Olga Kouzina in customization, howto on January 29th, 2010

TargetProcess allows to create virtually ANY custom workflow. What you need is a little bit of thinking and creative approach.

Let’s look at the communication thread below:

Customer:I want to add a custom field to the story template; I would also like it to be (or not to be) a certain value for the story to be able to be marked done. Thanks.

TargetProcess Team: Can you give us an example of what you’re looking for this custom field to be, please?

Customer: I want to make sure that documentation is written before the story is closed. So maybe radio buttons? It could start as “needs documentation” then have options of “documentation written” or “documentation n/a,” both of which could be chosen for the case to be able to be closed.

TargetProcess Team: Unfortunately, TargetProcess doesn’t allow you to create such a “dependency” on the state of an entity. But you may create custom fields that are “required” fields; forcing someone to pick the status of the documentation (needs, written, or n/a) upon the creation of a user story.  You could include “needs doc” as a state before “closed”.

As you see, basically, you could juggle with custom fields and custom states to get what you need.

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TargetProcess Videos: Selenium Integration

Posted by Olga Kouzina in howto, integration on January 15th, 2010

Check the new Selenium integration video:

http://targetprocess.com/video/selenium/selenium.html

Selenium powers continuous integration. You can create a set of test cases in TargetProcess, map them to automated tests and have test results in TargetProcess real time.

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New Prioritize Screen in TargetProcess

Posted by Olga Kouzina in howto, usability on December 7th, 2009

The new Prioritize screen has been released in TargetProcess v 2.17.  It comes with improved filtering functionality:  now it’s possible to filter by State, Tags and Entity Type while prioritizing.

Let’s filter out  User Stories in Open state from the Backlog:

prioritize backlog

prioritize backlog

Now let’s find User Stories tagged “kanban”, in Open state in the Backlog:

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Next, let’s take a look at the User Stories and Bugs in In Progress state:

prioritize_backlog_3

Let’s check which Entities have we got with “tags” tag:

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Based on ExtJS, the new Prioritize screen loads really fast.

Enjoy prioritizing with TargetProcess :)

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TargetProcess Videos: Microsoft Visual Studio 2008 Add-In Video

Posted by Olga Kouzina in developing, howto, usability on November 19th, 2009

Check the new Microsoft Visual Studio 2008 Add-in Video:

http://www.targetprocess.com/video/visualstudioaddin/visualstudioaddin.html

VS Add-In is a great time saver for .NET developers. All they want to have is ToDo list and painless time tracking. TargetProcess Visual Studio Add-In provides exactly that. You see ToDo list, may open assignments in browser if you need additional details and may close tasks right there. Time fragmentation report is an icing for self-improvement process. The report clearly shows how fragmented your time is.

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TargetProcess Videos: TestTrackPro and Perforce Integration

Posted by Olga Kouzina in howto, integration, plugin on October 29th, 2009

Check the new TestTrackPro and Perforce integration videos:

http://targetprocess.com/video/testtrackpro/testtrackpro.html

http://targetprocess.com/video/perforce/perforce.html

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TargetProcess Webinars

Posted by Olga Kouzina in howto on October 22nd, 2009

Today we’re launching TargetProcess webinars.

The first webinar - a 30-minute session - will help you work with TargetProcess and its core areas e.g. Planning, Tracking and Reporting.  Most importantly, you can ask questions anytime during the session without waiting till the end!!

The webinar is scheduled at October 22nd 2009, 2 PM EST. Register here:

https://www2.gotomeeting.com/register/729108051

We look forward to your comments and suggestions for the webinars!

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Simplest Way to Install TargetProcess

Posted by Michael Dubakov in Uncategorized, howto on July 11th, 2009

A very good thing happened recently — Microsoft released its Web Platform. Web Platform is just a set of tools with a nice installer. It includes IIS, MSSQL Server 2008 Express, .NET, etc. In other words, it has everything you need to run TargetProcess on your local workstation.

You need to download Web Platform Installer, run it and mark the following components to install:

  • .NET Framework 3.5
  • SQL Express 2008
  • Internet Information Services
Web Installer

Web Installer

After that you may easily install TargetProcess using automatic installer.

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Stories Dependency Management in TargetProcess

Posted by Michael Dubakov in howto on May 24th, 2009

Dependencies inside a single agile project and single agile development team are easy to manage informally without any tool, thus there is no explicit dependencies management in TargetProcess.

However, sometimes you have complex program with several projects and several development teams. Obviously, it is hard to avoid that all teams will work independently. In some cases a user story from project Alpha will depend on a user story from project Omega. How you may handle that in TargetProcess?

Luckily, there is a powerful Custom Fields concept to serve your needs. For example, you may create “Depends On” custom field for user story and select a user story from the project Omega to show the dependency explicitly.

See how you may setup dependencies management in TargetProcess in 3 minutes (screen cast)

Read the rest of this entry »

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3 Tips for TargetProcess Do-It-Yourself Training

Posted by Michael Dubakov in howto on May 16th, 2009

Training is always involved when it goes about software products. You either have to learn the product by yourself, or get trained by someone who is well versed in the product, or both. When people ask about training for TargetProcess, we usually recommend to get the best of all the online content we created and published for training purposes.

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TargetProcess is indeed a very customizable and intuitive product, so with a little bit of time you can learn how to use it without having to pay for extra training. In this post, we will give you a few tips on working with TargetProcess web-site and content for training purposes.

So, you have received your trial license key and installed TargetProcess. Now, go and generate a sample project on our Getting Started page.

Next, go to our Documentation page. User Guide is a must-read. As you browse the User Guide online, be sure to refer to the sample project you generated in the first step to check how TargetProcess works for this or that functional feature. Make notes of questions on the way - you’re welcome to contact us with questions. But we encourage you to find the answers yourself. The more you do it by yourself, the faster you learn how to use TargetProcess.

Our Video page and Usage Patterns page is a great aide for DIY’s, as well as Quick Tour page (IMPORTANT: be sure to click through all the links on the left, not only the screenshots!)

If you need any help with training or if you want TargetProcess best usage tip for your particular business case, contact us by email or use other communication channels listed on TargetProcess Support page.

Your comments on what else can we do to improve your TargetProcess training experience are welcome.

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