Frequently Asked Questions Archives | Targetprocess - Visual management software

Frequently Asked Questions

Software and hardware required for installation and usage. Basic performance recommendations.

Changing card priority (rank) using drag-n-drop. By default you have to hold Shift so that prioritization takes effect. However, in some cases the system might not allow you to prioritize. See why.

Q: How does your system save and manage documents? Is there a repository? Q: Is there a Wiki on your roadmap? Q: Can you connect to platforms such as MS SharePoint, Confluence, SVN or other popular ones in the market?

How do I attach an existing Bug to a User Story so that it appears under its Bugs tab? When testing a story, it is easy to add a new bug that will appear under the Bugs tab for the

Q: Is it possible to attach files and images to test runs? I'm asking because we make screenshots of our regression test results and would like to add those to the test run in Targetprocess. When we do

It is possible to get selected alerts from Targetprocess to Slack, and submit an entity to Targetprocess from your Slack directly. Each direction is configured separately. Send notifications from Targetprocess to Slack Create new items in Targetprocess from Slack Powerful two-way integration between

Typical project backlog consists of features, user stories and tasks. Bugs and epics may also participate in it. To create a better backlog overview with all entities shown together and provide ability to manage work effectively we created two

Q: Why is it that when I move an epic into a different project, associated features, user stories, bugs and tasks don't move along with it? Is there a way to do this? A: Indeed hierarchical links (such as

Effort is the value showing the amount of work which is required to complete a task/work item/entity. Total effort is used as one of the key metrics in work planning, progress tracking and reporting.

Checking version details and release notes of your Targetprocess software.

Setting up POP Email Integration plugin to create Requests and add Comments from incoming emails automatically

Notifications help you to send messages and alerts to the responsible people when some important events or changes happen in the system. Notifications are a good alternative to views and dashboards. To stay aware your colleagues do not

Creating a View that displays items assigned to you. Add-ins that display your personal ToDo list in other tools

Any Project that is complete and not required for fast access at the moment can be archieved. Inactive projects become hidden from users but still reside in the database. We recommend deactivate projects and do not completely delete them

Ownership is granted to the User that creates an entity. When an entity is created, its Owner field is populated with a reference to the creator user. Permissions of Owners Owners can always edit and delete their own entities,

Q: We estimate Epics and their child Features. When the Epic is estimated the sum of Features underneath it should not exceed the estimation of the Epic. Moreover, the sum of User Story effort under one Feature should not exceed the estimation of

Adding Tasks quickly using Task Creator Plugin.

The team pricing plan in Targetprocess is totally free. You can have an unlimited number of active users, with a licensing price $0 per user / month. The free trial has no restrictions on number users, length of time, or any

This article is obsolete for On-demand accounts. Please see our guide section on how to create Visual Reports.   Q: How do I create a custom graphical report with team states on the axis? Our cards are assigned to

In Targetprocess it is possible to create board views with cards grouped by lanes. On such boards, usually the first row and/or column displays entities with empty values. It is possible to apply a filter that will hide such default rows or columns

How to change effort units from hours to points (or from points to hours) and which options are available.

Productivity tip that suggests a handy way to refer to another entity

Q: How can we make "Team" field mandatory? Is it possible to set it up so that any new entity must be assigned to a team resulting in "No Team" never being an option? I have team members who

As a project manager or product owner you may want to plan and track development of several versions of the same project or support your product for multiple platforms. It is possible to track platform-specific project activities in Targetprocess.

Q: I want to create a view or a dashboard and set it as my default view so I see it every time I log in. A: In Targetprocess tool there is no capability to set default home view