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Sync up your teams with a visual project management tool that adapts to your organization and gives you transparency across different projects and departments. Visualize every step of the way.
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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.
The Domain 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
- Dashboards
- Clone a View
- Projects and Teams Context
- Lanes and Cards
- Creating Views from Templates
- Limits on Vertical Lanes
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- Work with Entities
- Basic actions with Cards and Lanes
- Custom Fields
- Follow / Watch entities
- Import and Export
- Relations Management
- Sharing data with external users in view-only mode
- Documentation management
- Tracking Due Dates and Filtering Out Expired Entities
- 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 Tracking
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- Testing module / QA Area
- Reports
- 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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- Helpdesk Portal
- How to set up Inbound Email Integration
- How to use Targetprocess for customer support
- Help Desk FAQ
- Requests and Requesters
- How to manage Requesters
- Why am I not able to select Product in Help Desk?
- Do I need to purchase licenses for HelpDesk Users?
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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
- How to Grant Access to Other Users’ Timesheets
- Maximum file size of attachments (uploads)
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- Frequently Asked Questions
- How to Import entities from a CSV file
- Targetprocess System Requirements
- Documentation management
- Public Roadmap
- Use case: shared backlog in version-specific product development
- How can we make Team field mandatory?
- Custom graphical report with Team workflow states
- How to set default view?
- Attaching existing Bug to a User story
- How to attach files and images to test runs?
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- How to start
- First Steps in Targetprocess
- Keyboard Shortcuts
- Domain Model Overview
- Solutions Gallery
- People
- How to use Teams
- Where can I view my personal ToDo list?
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- Data Structure
- Projects and Teams
- Iterations (Sprints) and Team Iterations
- Projects and Programs
- Epics
- Cross-Project Releases
- Milestones
- Blockers and Impediments
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- Filters and Search
- Advanced Filters
- Global Search
- Tracking Due Dates and Filtering Out Expired Entities
- How to hide Unassigned / Backlog / No Entity / No Value default lane
- Basic Filters
- Saved Filters
- Filters and Quick Add
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- Reports and Dashboards
- Custom Graphical Reports
- Custom Reports
- REST API Reports
- Process Control Chart
- Lead and Cycle Time Distribution Chart
- Burndown Chart for Release and Sprint
- Development Flow
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- Mashups Library
- Assigned Effort Report
- Embedded Pages
- Board Classes Of Services
- Custom Field Constraints
- Quick Add Several Work Items
- Share View Mashup
- Custom Unit Last Comment
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- Featured Articles
- How to Import entities from a CSV file
- Advanced Filters
- Burndown Chart for Release and Sprint
- Roles and Permissions
- Relations
- Timeline View Mode
- Custom Fields
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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 Capacity in Release / Sprint / Team Iteration
- People Allocation Views Migration
- How to manage People Allocations in versions less than 3.8.0 of Targetprocess?
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- Bug Tracking
- Bug tracking integrations
- How to customize Bug Severity values
- Bug Trends and Dynamics
- Attaching existing Bug to a User story
- Test Case Runs and Bugs Relations
- Bugs by Severity Report
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- Integrations and API
- REST API
- Webhooks
- Processing Git / GitHub commits via Plugin
- Embedded Pages
- Integration between Targetprocess and Microsoft Excel via REST API
- Integration with external services via Zapier connector
- Bug details synchronization between JIRA and Targetprocess
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