Getting Started | User Guide

Getting Started

Here's how to quickly get started with a new project, add project members, and fill up the project with work.

First Login


You typically start with one of the predefined solutions containing a default scope with entities, views, users, and teams. There is only one Administrator account in the system by default, and it is your user account. Follow these instructions to update the name and password on it. Please also note that it's not recommended to remove Administrator rights for this default user.

If you want to remove a sample data added for your account, please contact our Support team and request the required assistance. Our Team will be able to turn your account into a fully blank state (with a full cleanup of all Projects, Users, and Views). It would also be possible to remove only the sample entities, but leave boards and views untouched. Also, we'll be able to help changing a solution you've chosen for a new account.

❕ Most of the items described below you can create with a view template ❕

Create a Project or Team

Simply put, a Targetprocess project is a container for work. Some projects, such as the development of a large application, will have a long duration. Others will be geared towards more of the short run, such as updating a current system or planning the activities of a future marketing event.  Targetprocess functions comfortably with projects of either length. Projects and Teams can be created directly from a newly created view. For it, you should proceed to the + Create button and select one of the view's type - List, Board, Roadmap or One-by-one.

  • Go to the Project/Team context selector in the top navigation bar and click on the “+ New Project” button. Only administrators and people with appropriate permissions can create Projects.

  • Give a name to the project. Choose a process. You can use one of our default processes or create your own. Skip Assign people, you will get back to it later. Click on the “Create Project” button.

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  • Select your project in the project list and click on the “Set” button. Now you can interact with the just created project - other projects will be ignored for this specific view. You may also add or exclude the number of teams there.

Add Users

Now you can add users and assign them to the project. As the project creator, you are already a member of the project. Let’s add others.

  • Create “People by Project” board in the Views menu on the left. This view shows all Users grouped by Project horizontally. Select your project in the project list and click on the “Set” button.

  • Add a User. In the bottom right corner of the view click on the small green “+” button to add a user. When you add a user to "My First Project" lane, all new users are assigned to it automatically. Double-click on a card to change the user settings.

Want to know more about work with people? Dig into the People Help section.

Create Your Backlog

Backlog is supposed to be a set of not planned work items, so all the entities without assigned release are supposed to present in a backlog. The backlog can be shown for Releases, Iterations, Team Iterations and the set of all undistributed work items will be shown in it. To be able to view a backlog, you may create a board view from the template where you'll be able to find a Story Mapping or Story Mapping by Release or just create any type of view with Releases, Iterations or Team Iterations lanes.. Let's store requirements using User Stories level in Targetprocess as they are the most common way to keep the work. It may be useful to navigate to the domain model in order to learn more about the entities' hierarchy.

  • Go to the “Backlog” template in the Views list. If you haven’t created any work in “My First Project” and there are no Releases created you may find nothing there. If there are some work items were created already, then you'll be able to find all the undistributed work under the Backlog title.

  • Let's fill the backlog with some work. You already know how to quick add from a view form in the same way as it was done for the Users. Let's become a Pro and do this another way. Click on the big green “+ Add” button in the upper left corner.  In the future, you can also add other entities using this big green “+Add” button.

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  • Continue to add your User Stories. Any added work appears on the view. To provide more details or requirements you can click on the User Stories from the backlog section and add additional details to it, such as a description, comments tags, release, etc on the card's detailed view. Also, you'll be able to change or set a Release and Sprint or select a Feature there. Feel free to proceed and check the other tabs of the detailed view in order to find more possibilities of working with entities in a detailed view.

Track Your Progress

As you see, a View is the representation of the data from the selected projects. You worked with users on the “People by Project” view and with user stories on the “Backlog” view. You can visualize data either as cards on a view, as items in the list, or as plan items on the roadmap. Go to the views concept article to be inspired by this flexibility.

We have already created some default views for you to get started easily, but you can create more by yourself. Let's create a view to see the status of your user stories in the backlog.

  • Click on the “+Create” button at the bottom of the Views list and select "Board" option.
  • Build the “User Story Progress” view. Start typing “User ..” in the search on the templates tab. Find the “User Story Progress” template. Click on it to choose the template and then click on the blue “Setup” button to finish building.

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Bingo! Just like that, you have created your first view. Here you see user stories as cards that are grouped by state.

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 On any view you can change vertical or horizontal lanes, prioritize the cards, filter the cards or lanes or give others access to this view.

Close the view setup and get to work by moving your cards through the workflow.

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Switch between four unique view modes to visualize your user stories in different ways. Use Actions > View type buttons for this purpose.

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Reflect Your Process

Now you know what the views are. What’s next?

You can run a project with a unique process, but Targetprocess fits perfectly with popular agile processes like Scrum, Kanban, Scrumban and others. To give you a brief overview on how you can use views to reflect your company process in the system, we've described the two most popular agile processes:

Work with Teams

You have already added users to the system and have projects with work items inside. Now it is time to decide if you need to use teams or not. Check the benefits.

Import real project data

How to migrate or import data to Targetprocess from other project management system

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