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

When you log in for the first time, there is only one user account in the system, and it is your account. You are an Administrator by default. Follow these instructions to update the name and password on your account.

Create a Project

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 a 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.

  • 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. Create a Project

    There are two sample projects added when your account was created. An Administrator can remove them at any moment with no risk to damaging your private data.

  • 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. Getting Started. Image 2
  • Select your project in the project list and click on the “Set” button. Now you can interact with only the just created project. Getting Started. Image 3

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.

  • Go to “People by Project” view 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. context3

If you don’t have the “People by Project” view you can create it from a template.

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

Create Your Backlog

The Backlog is a list of all work items that need to be done in a project. Let's store requirements using User Stories level in Targetprocess as they are the most common way to keep the work. Navigate to the domain model to learn more about the entities hierarchy.

  • Go to the “Backlog” view in the Views list. Since you haven’t created any work in “My First Project” yet there is nothing there. Create Your Backlog
  • Let's fill the backlog with work. You already know how to quick add from a view from when you added Users. Let's become a Pro and do this another way. Click on the big green “+ Add” button in the upper left corner. Getting Started. Image 6 In the future you can add other entities using the big green “+Add” button.
  • Continue to add your User Stories. Any added work appears on the view. To provide more details on a requirement you can switch between the user stories from the list on the left and add additional details to the requirement such as a description, tags, etc. on the right. Getting Started. Image 7

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 timeline. Go to the views concept article to be inspired by this flexibility.

We have already created some views for you to get started easily, but you can create more by yourself. How? Don’t be afraid, it’s easy. Let's create a view to see the status of your user stories in the backlog. context7

  • 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 on the blue “Setup” button to finish building. context8
  • Bingo! Just like that, you have created your first view. Here you see user stories as cards which are grouped by state. Track Your Progress 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. Getting Started. Image 11
  • Switch between four unique view modes to visualize your user stories in different ways. Use Actions > View type buttons for this purpose.Getting Started. Image 12

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 to 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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