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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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
- Public Roadmap
- 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
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- How to start
- First Steps in Targetprocess
- Glossary
- Data model and hierarchy
- Solutions Gallery
- People
- How to use Teams
- Keyboard Shortcuts
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- 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
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- 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
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- 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
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- Mashups Library
- Mashups installed by default for cloud-hosted version
- Custom Units
- Mashups
- Manage extensions with Mashups Library
- How to use Mashup Library on a server with no direct Internet access
- Recent Activity
- Embedded Pages
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- 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
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- Video
- Solutions Gallery Videos
- Tutorial Videos
- Product Update Webinars
- Targetprocess — Visual Project Management
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- 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?
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- 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
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- 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
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