basics Archives - Targetprocess - Visual management software
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At a high level, the data model (domain model) connects three major areas in project management: People, Work and Plans. People People, or users, can be allocated to multiple projects and assigned to many teams. The user’s team

Adding a card using the large green "+Add" button on the top left.

Business Value indicates entity importance from customer’s point of view. The most valuable work items should be implemented as early as possible.

There is hardly a way to include all the possible reports to the application. Instead trying to do that we allow you to create your own reports to suite almost any need.

See how Targetprocess 3 can be used in diverse contexts. Your business case might be among them.

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

Adding Custom Fields to almost all Targetprocess entities. Detailed descriptions for each Custom Field type. Mandatory Custom Fields.

It is possible to split Targetprocess entities of several types: Epics, Features, User Stories, Bugs, Tasks, and Requests. Available in Targetprocess v.3.10.0+ For example, if you have a huge User Story with a long description, you can easily split

Where can I see the activity on my tasks? The ones I'm owner of or assigned to. For the moment we only have plans to implement such a feature. However there are several helpful views and widgets in Targetprocess

Every Targetprocess user has faced the challenge of quickly finding some entity which they recently viewed or modified. To simplify this process, we've added a special My Recent selection to the views list so you can quickly find the

Product Owners and Project Managers deal with many functional requirements and smaller work items. Quite often they need a way to keep them categorized. It helps to find items for specific category quickly, track metrics and build reports per category. Targetprocess provides

This article describes how to change personal details for your own account. Administrators and power users with authorized roles such as Project Managers or Team Managers can change personal account settings for any other Targetprocess user. Personal Account Settings

User, Administrator, Observer, and Contributor are user types in Targetprocess. Requester is an additional special user type as well. This article describes differences between them. Users This is the basic account type in Targetprocess. Users have access to the work

Targetprocess users receive access to work items through Projects and Teams. In this guide article for administrators and power users we describe how to manage Project membership. After users are assigned to a Project or Team, they can add, edit, and delete work items

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.

An overview of the different ways to visualize data in Targetprocess, a short list of neat features, and a quick summary of our UI.

Checking version details and release notes of your Targetprocess software.

How to convert an entity, like User Story, Bug, Feature etc., to another type of entity without losing any of its contents.

Ready-to-use view templates for Scrum, Kanban, QA, etc. Personal Dashboard, Iteration Plan, Kanban Board,
Story Map Backlog, Story Map Releases. Set up a view from scratch in 1 min.

Track your progress on various levels using Dashboards.

A dictionary that explains Targetprocess terminology.

There are multiple ways how users can submit records about Time spent during their work. Targetprocess requests them to update details on how many hours remain as well. Spent and remain time records can be registered on the following entities: User Stories,

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

List view allows seeing entity details in a well structured and aligned table.

There are two ways to organize work in Targetprocess 3: Projects and Teams. You can have one team that works on several projects. Or you can have a large project with several teams working on it. Any crazy

Changing personal details. Updating first and last name, login, email, and password. Granting access permissions. Adding user accounts and assigning users to projects. Removing people from projects and teams.

Helps to decide if Teams are required. Adding teams, and distributing users and work by teams. Creating Team Iterations.

Adding accounts for new users and inviting people by email.

Changing personal information: first and last name, login, email, and password for any user. Uploading avatars. Creating custom views that display users.

The Projects-Teams selector lets you change which projects and teams are shown on a view.

User Story is a piece of work that helps to implement some business requirement and deliver value. It should try to capture a single functionality, enhancement, use case, scenario or role. User Stories in Agile Approach to Software Development

Task in Targetprocess is one of the entity types in the data model. Tasks are the smallest increments of work. Task is a small chunk of work, typically less than 16 hours. Tasks are technical steps that are taken to complete and deliver

Using roles to set permissions for users to add, edit, and delete entities in TargetProcess 3. Some other role-related settings, e.g. access to timesheets of the other users.

This video is a basic introduction to Targetprocess. We’ll be covering 4 main topics: System Overview — A brief overview of the Targetprocess interface Views Basics — How we can view information from one or several projects Adding and Editing —

To submit time spent for the entity you're working on you can start and pause a timer. The Timer is available within Time Tracker Mashup, in Android mobile app, and in Visual Studio add-in. It is also possible

Bug in Targetprocess is one of the key entity types in the data model. Bugs usually represent bugs or defects (errors, flaws, mistakes, typos, failures or faults) in a computer programs or products. Bugs are denoted by light red color. Terms The following custom terms

Importing is one of the several ways of creating and updating data in your Targetprocess system. It is possible to add and modify multiple entities such as work items, containers, and user accounts one by one or on a

Feature in Targetprocess is one of the key entity types in the data model. A Feature is a high-level requirement. In most cases, Features are required for large and medium Projects; in small projects, features are optional. A Feature is larger than

a new entity type within Targetprocess domain model

There are no formal dependencies in agile software development. However, it often comes that way that one piece of work is tied to another piece of work. In Targetprocess you can track such dependencies via Relations.

Editing Process settings A Process in Targetprocess is a set of business rules applied to the workflow of your Project or Team. Every Administrator in Targetprocess can edit Process settings in Settings → Process setup. Click on the

This video is a short introduction to view basics in Targetprocess.

Information displayed in Lists is customizable. This can be done in the “Customize Cards” section of the View setup.

This video will talk about organizing and sharing new Views.

Sorting cards by Rank to prioritize work. The other sorting options for cards and lanes.

Sorting cards by Rank to prioritize work. The other sorting options for cards and lanes.

Create user accounts in your Targetprocess system so that your colleagues could log in to the secure common data space, get access to the shared projects and teams and collaborate with each other. This video describes how to add users to your system.

Prioritization is a common task for a Project Manager or Product Owner. It establishes an execution order in which the team should implement stories and fix bugs. To prioritize entities, managers reorder them using drag and drop on views. It is

Targetprocess allows you to group the views efficiently and customize them as per your own needs

Administrators of the Targetprocess system can add as many users to it as the number of purchased licenses is. If someone leaves your company, you may want to make the user license available for another company employee. Deactivate an account of

Using the "clone" function to replicate views.

Targetprocess allows you to share your Views (only in Board mode and Timeline mode so far) with people who don't have a user login.

Several options exist which will allow Targetprocess data to be accessed by external users as simple viewers.

License Status page contains important licensing information related to your Targetprocess account: URL address of the application, Company name, License Key, Pricing Plan details. The page is available to Administrators only. This video describes how to find the page and explains

Emoji in left menu Have you ever had problems sorting through all the boards and views in the left menu?  Us too. It can definitely get cluttered in there, especially when the menu is minimized and only showing

"Copy link" action was named as "Share link" till Targetprocess v.3.12.7. You can send links to the detailed views quickly with a predefined format: [url]/entity/[id]-[name] For example, this link points to the User Story "Copy link from context

In this video, we’ll talk about the data structure in Targetprocess. We’ll cover the following topics: What work items exist in Targetprocess and how they are connected to each other, How you can organize people and let them

In this video we’ll talk about relations between teams and projects. You’ll learn how to organize your data in Targetprocess so that you can map it to the reality of your company’s structure. First, we’ll look at how teams

Using the green in-view [+] buttons to add lanes and cards. Why the green [+] buttons are not available sometimes.

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