SSSXFB - Documentation Index
Table of Contents
- Welcome
- Targetprocess
- Targetprocess Basics Video
- Your First Login to Targetprocess
- First Steps in Targetprocess
- Glossary
- What's new in Targetprocess
- Targetprocess 2024 releases
- Conversational Insights - AI Assistant Overview
- Data Model Video
- Data Model and Hierarchy
- Epics
- Cross-Project Releases (Program Increments)
- Builds
- Relations
- Add a Card with the main Quick Add
- Project and Team Workflows overview
- Work organization by Portfolios (Projects) and Teams
- Teams
- Blockers and Impediments
- Iterations (Sprints) and Team Iterations
- Milestones
- Projects and Programs
- Features
- Tasks
- Bugs
- User Stories
- Portfolio Epics
- Requests, Requesters, and Votes Count
- Active and Inactive Users
- Rename Terms (Entity Types)
- How to switch the language or adjust to a new domain?
- How to turn on / off practices in a process?
- Customize Quick Add form
- Personal Account Settings
- User Types
- Assign People to Projects, Manage Users as Project Members
- Assign People to Teams, Manage Users as Team Members
- Assign Teams to Projects, Manage Teams in Projects
- Team Access and Permissions Overview
- Direct Access to Entities
- Process Admins
- How to Add Users
- People List View
- Administrator User Type
- Roles and Permissions
- Default Role
- Permissions for Access to Work Items
- Permissions for Access to Time Entries
- Contributor User Type. Edit Access to All Projects
- Observer Role. Limited Access to Selected Projects
- Observer Role. Limited Access to Selected Projects
- System User
- Sharing data with external users in view-only mode
- Assignments
- How to add and remove Roles in Assignments?
- How to rename Role in Assignments?
- Hide Not Responsible
- How to control ability to estimate Effort for a Role
- Custom Unit All Assigned People
- Processes and Workflows
- How to customize States and Workflows
- How to customize Team Workflows
- Use Cases in Collaboration of Multiple Teams
- How to Customize Team Workflows: Advanced Use Cases
- Team Workflow Metrics and Reports
- Automation Rules
- Custom Calculations and Formula Expressions
- Metrics and Calculations
- How to prepopulate a work item with tasks based on a template?
- How can we make Team field mandatory?
- Custom Field Constraints
- Notification Rules
- How to communicate with Requesters using Comments and emails
- [Deprecated] Single Sign-On in Targetprocess
- [Deprecated] How to set up Single Sign-On with Google G Suite
- [Deprecated] How to set up Single Sign-On in Targetprocess with Okta
- [Deprecated] How to set up Single Sign-On with OneLogin
- [Deprecated] How to set up Single Sign-On for Targetprocess with ADFS 2.0
- [Deprecated] How to set up Single Sign-On to Targetprocess with other SAML 2.0 Identity providers
- How to Find Version Number and Release Notes?
- Manage Tags in System Settings
- Visual Encoding
- WIP Limits for Lanes
- License Status Page
- Frontdoor Access Administration
- Frontdoor Overview
- SSO Configuration
- How to import Targetprocess Users to Frontdoor
- Migration from legacy Targetprocess SSO to Frontdoor SSO
- Transfer Ownership Report
- Filtering data on a report
- Custom quick filters for Reports
- Vizydrop custom forecast
- Create tabular reports on assigned developers as a column
- How to create and edit Visual Reports
- Custom Formulas for Data Fields in Visual Reports
- Drilling Down into Data
- In-Chart Calculations Basics
- How to create a Historical Report
- Filters by Date Ranges in Historical Visual Reports
- Filters by Entity Fields in Historical Visual Reports
- Historical Visual Reports for Processing Time and Custom Cycle Time
- Custom Definition of Done (DoD) for the burndown report
- Historical Report on State Transitions
- Custom Field values summary on Timeline
- Visual Reports Based on Tags
- Visual Reports with Timeline Data Aggregation
- Reports for Testing Module / QA Area
- Empty and zero values in Visual Reports
- How to add several charts and tables to the same report
- Change Data Grouping and Aggregation in Visual Reports
- Add Milestones, Threshold Lines, and Annotations in Visual Reports
- Set Descriptions for Visual Reports
- Visual Reports Refresh Interval
- Visual Reports Software Version
- How to create a tabular report
- Inner Lists in Tabular Reports
- Create Tabular report, pivot table, Visual encoding in tabular report
- How to create a tabular report with assignments
- Filters in Tabular Reports
- Time Sheet
- IDs on Time Sheet
- How to Grant Access to Other Users’ Timesheets
- Burndown Charts
- How to view historical records
- Recent Activity
- Daily Progress views
- The value of Targetprocess BI capabilities
- Reporting Best Practices
- The Views and Tools Overview
- Board View mode
- List View mode
- Roadmap View Mode
- Multilevel List
- Creating Views from Templates
- Cards on views
- Customize cards in views
- Lanes and Cards
- Customize Columns in List View
- How to manage views and put them in a structure
- Share View with External Users
- Clone a View
- Manage access to Private, shared, and public views
- No New Boards
- Copy link to view/report/dashboard containing user-specific values
- Pagination in the Views
- How to Embed Views and Reports to Dashboards
- Dashboards
- Managing Filters on Dashboard
- Widgets on Dashboards
- Web Page widget for dashboards
- Tableau Reports widget for dashboards
- Use cases and examples of Dashboard configuration
- Sort Entities in Views
- Hide Empty Lanes on Boards, Lists and Roadmaps
- Add Lanes and Cards with the in-view Quick Add
- Resize Columns
- Lanes Collapsing
- Touch Screen Support
- Add a Card with the main Quick Add
- View and Edit a Card or a Lane
- Drag-n-drop, Prioritize cards in batches
- Sort Entities in Views
- How to Prioritize Entities
- Moving Cards to Another Board View
- Custom Unit Quick Add Comment
- Custom Fields
- How to set up Custom Fields?
- Calculated Custom Fields
- How to import entities with Custom Fields
- Embedded Pages
- Custom Unit Colored Custom Fields
- Custom Field Constraints
- Notifications Feed
- Mention people and teams in comments
- Follow Entities
- Entities and fields supported by Follow notifications
- Detailed Time Spent reports by Work Item with Relations
- Types of Relations
- Show and manage Relations as arrows on views
- Manage Relations as Cards and Lanes on Views
- Report with List of Assigned Entities Per User per Role
- WYSIWYG mode of text editing in Targetprocess
- List of supported HTML tags in text editor
- Undelete Entity
- Rename an Entity
- Convert An Entity to Another Type
- Clone an Entity
- Markdown mode of text editing in Targetprocess
- Show Comment Date
- Mass Deletion of Large Volumes of Entities in Targetprocess
- Filter by Names using StartsWith and EndsWith
- Advanced Filters overview
- Filters by Entity States
- Filters for personal Assignments: assigned Users and Roles
- Filters by dates
- Filters by keywords and text patterns
- Filters for Assigned Tags
- Filters by Custom Field values
- Filters for Releases, Sprints (Iterations) and Team Iterations
- Filters by assigned Portfolio (Project) and Team
- Filters for Time List views and visual reports
- Filters by Relations
- How to hide Unassigned / Backlog / No Entity / No Value default lane
- Filters and Quick Add
- Assigned and Responsible Users
- Filtering on Entity History Tab
- Search
- Custom quick filters
- Saved and shared filters
- Basic Filters
- Visual Filters
- Filters for rows and columns
- Batch Actions
- Portfolio (Project) and Team selectors
- Keyboard Shortcuts
- My Recent: Last Modified and Browsed entities
- Service Desk overview
- In-Chart Calculations Basics
- Improving Search with Left Menu Navigation Filters
- Business Planning
- Backlog Overview
- Using Tags to categorize entities
- What is Rank
- Requests related to backlog items
- Iteration Velocity
- Actual Time Spent vs Estimated Effort comparison report
- How Effort is calculated for User Stories and other work items
- Estimation Board View
- How to control ability to estimate Effort for a Role
- Initial Estimate
- Effort
- How Effort is calculated for high-level scopes of work: Features, Epics, Projects, Releases, Sprints, Team Iterations
- How to limit total effort when estimations are made
- Iteration Velocity
- Forecasts
- Finish Action for Iterations and Team Iterations
- Planning Capacity: Calculation of Team Iteration load
- Split Entities
- How to link Team Iterations and Releases
- Capacity Planning
- Feature-Based Capacity Planning
- Release Capacity: set up total calculation
- Capacity Planning: Program Backlog
- Capacity Planning: Team Backlog
- PI Planning view
- People Capacity View
- Iteration Planning view
- Calculate Capacity of Team Iteration automatically based on previous Velocities
- Iteration Velocity
- How to Track Billable and Non-Billable Work
- Metrics for Billable and Non-Billable Time Spent Totals
- Metrics for Bugs in User Stories and Features
- Detailed Time Cost Report
- Project Costs report based on User Allocations and personal rates
- Budget Spent Reports with different rates by activity type per Project
- Tracking Due Dates and Filtering Out Expired Entities
- How is Progress calculated for work items: User Stories, Tasks, Bugs, Requests
- Estimation accuracy: how to compare total time spent with estimated effort
- Reports based on Effort
- Reports on Effort in Team Iterations
- Calculation of Team Iteration progress
- Measuring progress of high-level planning entities: Features, Epics, Projects, Releases, Sprints, Team Iterations
- Reporting on effort with multiple assignments to a single role
- Report for total completed Effort / Velocity
- Tabular Report with totals for Effort and Time Spent
- Reports for Effort by role
- Processing Flow chart
- Lead Time and Cycle Time
- Kanban Metrics and Reports
- Tracking Deadlines and Service-Level Agreements for Work Items
- Tracking Time – Spent and Remain
- Daily Time Remain Trends report
- Tabular Report with Detailed Time List: add Custom Columns based on Metrics
- Detailed Time Reports
- Data Fields in Detailed Time Reports
- Detailed Time Reports for Hierarchical Entities
- Detailed Time Spent reports by Release, Iteration, Team Iteration
- Detailed Time Spent reports by Feature, by Epic, by Portfolio Epic
- Detailed Time Reports by Project, User, or Assignable Work Item
- Detailed Time Spent reports by User Story with Tasks and Bugs
- Time Spent Report by Project Role
- Custom Activities
- How to add Time spent and remain records
- Timers for Time Tracking
- Estimation accuracy: how to compare total time spent with estimated effort
- Tracking Time – Spent and Remain
- Progress Summary view
- Tracking Due Dates and Filtering Out Expired Entities
- Reports based on People Allocations
- Metrics for Features to inherit Planned Dates from User Stories and Bugs
- Custom Unit Last Comment
- Custom Unit Creator Full Name
- Custom Unit Description
- Parent Entity Planned End Date unit
- Manage extensions with Mashups Library
- Entity Templates
- Task / Test Case Template
- Requests Classes Of Services
- Board Fullscreen Mode
- Board Fullscreen Mode
- Nested Boards
- Browser Performance Monitor
- Dark Theme for TV monitors and projector screens
- Import and Export CSV file via ADM
- How to import entities from a CSV file
- How to export data into a CSV file
- CSV Import Mapping
- Import Extendable Entities
- Entities and fields supported for import from CSV files
- Import Requesters from CSV file
- Update Existing Entities within Import from CSV Files
- How to import Test Cases and Test Steps from a CSV file
- How to import work items with People and Role Assignments
- How to Import Entities with Assigned Tags
- How to import names with local symbols
- Import User Accounts from CSV file
- Create New Entities with an Imported CSV File
- Import Hierarchical Backlogs from CSV Files
- How to import entities with Estimates and Role Effort
- How to import entities with Custom Fields
- How to set Creation Date during import
- Export Team Workflow States to Tabular Reports
- How to Download Targetprocess Data
- Export data to CSV file through a query
- Importing data into Targetprocess
- Quick Add Several Work Items
- How to migrate or import data to Targetprocess from other project management systems
- Severity for bugs
- Bug Trends and Dynamics
- List view for Bugs per Feature
- Test Case Runs and Bugs Relations
- Bug Duplicates
- Targetprocess Integrations with GitHub, GitLab, Azure DevOps, Bitbucket
- How to create a personal access token for DevOps Integrations
- Proxiable integrations for on-site repositories and CI/CD tools
- Native Jira integration: End User Guide
- Integration user type
- Native Jira Integration: Technical Overview
- Protected: Native Integrations Feature Toggles
- Data Validation (Auto)
- Native Jira Integration: Data Validation Report
- Native Jira Integration: Setup Guide
- Azure DevOps Integration: Technical Overview
- Native Jira Integration Released
- Migration of synced data to a new profile and profile splits (BETA)
- Azure DevOps Integration: Setup Guide
- Native Integrations Tips & Tricks
- Azure DevOps Integration: How to sync Area Path and Iteration Path
- Azure DevOps Integration: Data Validation Report
- Jira Integration Limitations
- Jira Server Migration Support
- Cross-profile Relations Sync
- Apptio Open Token for additional security of Jira Data Center Webhooks
- How to configure OAuth 2.0 Authorization Code for Jira Cloud connector
- Implementing OAuth 2.0 Client Credentials Flow for Azure DevOps Integration
- Performance improvements to initial import. Updated default behavior for syncing parent-child collections
- Documentation management
- Embedding content from external tools
- How to configure Google OAuth for Mail Integration
- How to configure Outlook OAuth for Mail Integration
- Why do I get Not creating request message in Mail Integration log
- How to set up Inbound Mail Integration
- Configure email notifications for Service Desk users
- How to communicate with Requesters using Comments and emails
- How to Communicate with Users Using Comments and Emails
- How to enable Email Notifications
- How to set up Email Notifications on various events
- How to get an Email Notification when the State is changed
- How to change an email notification template
- How to setup auto reply to requesters
- Email Templates Markup Guide
- Integration between Targetprocess and Slack
- Integration with Miro
- How to Configure Miro Integration for Targetprocess
- Integration between Targetprocess and Microsoft Excel via REST API
- REST API Getting Started
- Import Git/GitHub Commits to Targetprocess
- How to issue a new SSH key pair from Git Bash and use it in Targetprocess
- Work with Attachments using APIs
- API status codes
- Work with Attachments using APIs
- How to use Undelete API
- Integration with external services via Zapier connector
- TestRail Integration
- Single Sign-On in Targetprocess
- Solutions Overview
- Workforce Management & Optimization Solution
- Approval Management Solution
- User Involvement in a Team Solution - Detailed View Setting
- Configure Workforce Management & Optimization Solution
- Install and Configure Approval Management Solution
- Service Desk widget configuration
- Request Types
- Custom Categories for Requests
- Service Desk FAQ
- How to use Targetprocess for customer support
- Why am I not able to select Product in Service Desk?
- How to manage Requesters
- Service Desk authentication
- Do I need to purchase licenses for Service Desk Users?
- How to configure settings of Service Desk
- How to customize Priority of Requests
- Requests Classes Of Services
- Request Duplicates
- How to manage Requests by Companies
- Automatic assignment of new Requesters to Companies
- Last Test Runs Results Report
- Last Test Plan Run Results by User Story Report
- Test Run Results Dynamics / Timeline Report
- Last Test Plan Run Results by User Story Report
- Tests Coverage for User Stories Reports
- Bugs per Test Plan Run Reports
- Tests Coverage for User Stories Reports
- Testing module/QA Area overview
- Test Case Run and Test Plan Run results
- How to create a new Test Plan Run
- How to update test run results with REST API
- Entity Test Plan
- Test Cases and Test Plans creation
- Test Case Runs and Test Plan Runs creation and execution
- Test Plan Runs Freezing and Synchronization
- How to create Test Cases and Test Plans inside a Test Plan view
- How to link existing Test Cases to a Test Plan
- How to execute a Test Plan Run
- How to change a Test Step Run or Test Case Run result
- How to export Test Cases with Test Steps to a CSV file
- SPM Control Center Overview
- Shared Data Model Mappings in SPM Control Center
- First steps in SPM Control Center
- Manage your corporate priorities
- Manage your team resources and capacity
- Monitor work item health and team performance
- Monitor work item alerts
- Request funds for an investment
- Track and approve funding requests
- No Cards are displayed
- Project and Team selection is reset
- Troubleshooting Performance Issues
- How to collect a HAR file for troubleshooting UI issues
- Troubleshooting- Get full error details
- No Lanes are displayed
- Finish Iteration link is missing
- Why do I have a thousand entities gap in my Targetprocess IDs?
- How to undelete or restore
- Targetprocess System Requirements
- Cannot Prioritize Cards on a View
- How to change a Process and a Workflow for my Project with minimal damage?
- How to attach files and images to test runs?
- Problem: Entities in work hierarchy are orphaned and belong to different scopes of work
- Notifications
- Inactive Portfolios (Projects) and Teams
- Creators of Entities
- How to insert a clickable link to another item?
- How to set default view?
- How to change a Process and a Workflow for my Project with minimal damage?
- Azure DevOps Integration: Known Limitations
- Best Practices
- Cookie Policy
- Service Desk users data notice
- Targetprocess Infrastructure Reliability and Redundancy