We're happy to help you!
Search across all our manuals, guides and tutorial videos
Getting started
If you are new to Targetprocess start here with a step-by-step guide on how to set up a project, fill it with work and add people.
Data Model
Learn how Targetprocess connects the three major parts of project management: People – Work – Plan.
Solutions
See the different ways Targetprocess can be used to suit your business needs.
On-demand status
Details about planned maintenance and the health of our SaaS version.
Thousands of already answered questions, even some you might not have thought to ask
- Solutions
- Solutions Gallery Overview
- Portfolio Management Solutions
- Work & Project Management Solutions
- Solutions for Reports
- Marketing Solutions
- View more
- Views: setup and usage
- Board, List and Timeline View modes
- How to create, setup, and customize views
- Dashboards
- Typical setups of views and dashboards
- Views Basics Video
- Views Organization and Sharing Video
- Projects and Teams Selector
- View more
- Work with Entities
- Basic actions with cards and lanes
- Custom Fields
- Follow / Watch entities
- Relations Management
- Import and Export
- Business Value
- How to insert a clickable link to another item?
- Documentation management
- What is Rank
- View more
- Progress Measures & Metrics
- Effort, Estimation and Progress
- Agile Velocity and Burndown Charts
- Lean and Kanban flow efficiency
- Time Tracking
- Billable Hours and Budgets Tracking
- Tracking Due Dates and Filtering Out Expired Entities
- Yesterday Dashboard
- View more
- Testing module / QA Area
- Reports
- Test run automation and unit testing integrations
- How to import Test Cases and Test Steps from a CSV file
- Testing module / QA Area overview
- Test Case Run and Test Plan Run results
- How to create a new Test Plan Run
- Test Management Solution Video
- View more
- Service Desk
- Service Desk overview
- Service Desk Widget configuration
- Request Types
- Help Desk Portal vs Service Desk: what is the difference?
- Help Desk and Service Desk FAQ
- Requests, Requesters and Votes Count
- How to use Targetprocess for customer support
- View more
- Troubleshooting
- No Cards are displayed
- Cannot Prioritize Cards on a View
- Project and Team selection is reset
- Troubleshooting Plugin Issues
- Troubleshooting performance issues at On Demand accounts
- Maximum file size of attachments (uploads)
- Database timeout issue
- View more
- Frequently Asked Questions
- How to import entities from a CSV file
- Targetprocess System Requirements
- How to insert a clickable link to another item?
- Documentation management
- Use case: shared backlog in version-specific product development
- How to attach existing Bug to a User Story or Feature?
- How to attach files and images to test runs?
- Maximum file size of attachments (uploads)
- Integration between Targetprocess and Slack
- Backlog overview
- View more
- How to start
- First Steps in Targetprocess
- Glossary
- Data model and hierarchy
- Solutions Gallery
- People
- How to use Teams
- Targetprocess Basics Video
- View more
- Data model
- Projects and Teams
- Data model and hierarchy
- Cards on the Views
- Projects and Programs
- Epics
- Cross-Project Releases
- Iterations (Sprints) and Team Iterations
- View more
- Filters and Search
- Advanced Filters for Views and Visual Reports
- Search
- Basic Filters
- Visual Filters
- Advanced Filters overview
- Filters for rows and columns
- Saved Filters
- View more
- Reports and Dashboards
- Visual Reports
- Tabular Reports
- Recent Activity Log and Audit History
- REST API Reports
- Custom Graphical Reports (obsolete, supported for on-premise only)
- Process Control Chart
- Lead and Cycle Time Distribution Chart
- View more
- Mashups Library
- Mashups installed by default for cloud-hosted version
- Custom Units
- Share View with external users in On-Premise environment
- Mashups
- Manage extensions with Mashups Library
- How to use Mashup Library on a server with no direct Internet access
- Recent Activity
- View more
- Featured Articles
- Batch Actions
- Targetprocess 2 Removal
- Cumulative Flow Diagram
- Split Entities
- How to View My Personal Recent Activity
- How to use the Visual Reports Editor
- Service Desk overview
- My Recent: Last Modified and Browsed entities
- Visual Filters
- Projects and Teams Selector
- View more
- Video
- Solutions Gallery Videos
- Tutorial Videos
- Product Update Webinars
- Targetprocess — Visual Project Management
- View more
- People Management
- People Allocations Management
- People Allocation Views Migration
- How to manage People Allocations in versions less than 3.8.0 of Targetprocess?
- People Capacity in Release / Sprint / Team Iteration
- How are Personal Capacity Limits Calculated?
- View more
- Bug Tracking
- Bug tracking integrations
- Severity for bugs
- Bug Trends and Dynamics
- How to attach existing Bug to a User Story or Feature?
- Test Case Runs and Bugs Relations
- View more
- Integrations and API
- Embedding content
- Email integrations
- Communication tools
- Data analysis and business intelligence tools
- Source control integrations
- Test run automation and unit testing services
- Bug tracking tools
- View more
We're here to help! Just contact our friendly support team
Email us
The more details you can give us the better
Live chatPrefer instant messaging? Try our live chat
Service DeskAdd tickets, comments and track status in our Helpdesk
UX Community in SlackShape the future direction of Targetprocess
Find out more about our APIs, Plugins, Mashups and custom extensions. Join our community of passionate users and even discuss directly with our developers.
