Using roles to set permissions for users to add, edit, and delete entities in Targetprocess. Managing project and team membership of users.
Creating projects with different processes.
Managing email notifications in the system settings.
Eliminate passwords from the login process and access your applications faster and safer using integration with your favorite identity provider.
What are process practices and what entities/functions they affect
Where and how to set up workflows for Scrum and Kanban. How to set up and tweak custom workflows.
Targetprocess administrators can create, modify, and delete metrics for their accounts from the metrics configuration page available at Settings → Metrics (preview). Requires Targetprocess 3.10.9+. Recalculations for existing data are available when Targetprocess is hosted in the cloud
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
Changing a process and a workflow in the middle of a project safely.
There are two sample projects added when your account was created. An Administrator can remove them at any moment with no risk to damaging private data.
How to add, rename, merge or delete tags.
In this video, we’ll be covering everything you need to know about administration in Targetprocess. We’ll go over three main topics: How to define roles and connect them with processes, How to enable and customize email notifications, How
Customizing looks and size of cards in a View.
To track time in Targetprocess efficiently, you're welcome to enable forms that would allow your users to Add Time to the system. It is possible to customize the fields of the forms. All the settings described in this article can be modified by
Highlighting cards on the Views using your own rules.
Set up WIP Limits for lanes and get visual feedback when these limits are met or exceeded.