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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
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- Work with Entities
- Basic actions with cards and lanes
- Advanced actions with cards and lanes
- Custom Fields
- Notifications
- Relations Management
- 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
- Custom Calculations and Formula Expressions
- Tracking Due Dates and Filtering Out Expired Entities
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- 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
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- Integrations and API
- Embedding content
- Email integrations
- Communication tools
- Data analysis and business intelligence tools
- Source control integrations
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- 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
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- Data model
- Projects and Teams
- Data Mapping
- Data model and hierarchy
- Cards on the Views
- Projects and Programs
- User Stories
- Tasks
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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
- Predefined Reports
- Time Sheet
- Recent Activity Log and Audit History
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- Mashups Library
- Mashups installed by default for cloud-hosted version
- Custom Units
- Mashups
- Manage extensions with Mashups Library
- Recent Activity
- Embedded Pages
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- 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
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- 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
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- Frequently Asked Questions
- Targetprocess System Requirements
- Cannot Prioritize Cards on a View
- How to insert a clickable link to another item?
- 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
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- 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
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- Video
- Solutions Gallery Videos
- Tutorial Videos
- Product Update Webinars
- Targetprocess — Visual Project Management
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- 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?
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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?
- List view for Bugs per Feature
- Test Case Runs and Bugs Relations
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- 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
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- 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?
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- 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
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