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
- View more
- Work with Entities
- Basic actions with cards and lanes
- Advanced actions with cards and lanes
- Custom Fields
- Notifications
- Relations Management
- Business Value
- Documentation management
- What is Rank
- Batch Actions
- 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
- Custom metrics
- Custom Calculations and Formula Expressions
- View more
- Testing module / QA Area
- Reports
- Test run automation and unit testing integrations
- Testing module / QA Area overview
- Test Case Run and Test Plan Run results
- How to create a new Test Plan Run
- How to attach files and images to test runs?
- Entity Test Plan
- View more
- Integrations and API
- Embedding content
- Email integrations
- Communication tools
- Data analysis and business intelligence tools
- Source control integrations
- View more
- How to start
- First Steps in Targetprocess
- Glossary
- Data model and hierarchy
- Solutions Gallery
- Your First Login to Targetprocess
- How to use Teams
- Targetprocess Basics Video
- View more
- Data model
- Projects and Teams
- Data Mapping
- How to link Team Iterations and Releases
- Data model and hierarchy
- Cards on views
- Projects and Programs
- User Stories
- 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
- Predefined Reports
- Time Sheet
- Recent Activity Log and Audit History
- View more
- Mashups Library
- Mashups installed by default for cloud-hosted version
- Custom Units
- Mashups
- Manage extensions with Mashups Library
- Recent Activity
- Embedded Pages
- View more
- Service Desk
- Service Desk overview
- Service Desk widget configuration
- Request Types
- Custom Categories for Requests
- Tracking Deadlines and Service-Level Agreements for Work Items
- Help Desk Portal vs Service Desk: what is the difference?
- Help Desk and Service Desk FAQ
- View more
- Troubleshooting
- No Cards are displayed
- Cannot Prioritize Cards on a View
- Project and Team selection is reset
- Troubleshooting Performance Issues with On Demand Accounts
- Problem: Entities in work hierarchy are orphaned and belong to different scopes of work
- No Lanes are displayed
- Unable to use Global Search
- View more
- Frequently Asked Questions
- Targetprocess System Requirements
- Cannot Prioritize Cards on a View
- Documentation management
- How to attach existing Bug to a User Story or Feature?
- How to attach files and images to test runs?
- Integration between Targetprocess and Slack
- Backlog overview
- Problem: Entities in work hierarchy are orphaned and belong to different scopes of work
- Effort
- How to Find Version Number and Release Notes?
- View more
- Featured Articles
- Batch Actions
- Split Entities
- How to View My Personal Recent Activity
- Service Desk overview
- My Recent: Last Modified and Browsed entities
- How to use the Visual Reports Editor
- Projects and Teams Selector
- In-Chart Calculations Basics
- Keyboard Shortcuts
- Emoji
- View more
- Video
- Solutions Gallery Videos
- Tutorial Videos
- Product Update Webinars
- Targetprocess — Visual Project Management
- View more
- People Management
- Capacity Calculation
- 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?
- List view for Bugs per Feature
- Metrics for Bugs in User Stories and Features
- Test Case Runs and Bugs Relations
- View more
- Import and Export Data
- Import from CSV files
- Export Team Workflow States to Tabular Reports
- Importing data into Targetprocess
- How to export data into a CSV file
- Quick Add Several Work Items
- How to migrate or import data to Targetprocess from other project management systems
- REST API Getting Started
- View more
- Administration and Settings
- Users, Roles and Permissions
- States and Workflows
- Assignments: Roles and Effort
- Terminology
- Email notifications and Following
- Business Rules
- Single Sign-On
- How to Find Version Number and Release Notes?
- View more
- Pricing, Payment, and Billing
- Customer Center
- How much do Licenses cost?
- Login to Customer Center
- License Status Page
- Active and Inactive Users
- Do I need to purchase licenses for Service Desk Users?
- Limits on our free team pricing plan
- Does Targetprocess have a Money-Back Guarantee?
- How can I cancel my on-demand account
- 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
Slack CommunityShape 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.