Targetprocess
Getting started
What's new in Targetprocess
Administering Targetprocess
- Assignments: Roles and Effort
- Business Rules
- Entities and Actions
- Managing notifications in the system settings
- Notifications
- Follow Entities
- How to communicate 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
- Email Templates Markup Guide
- Setting up Single Sign-On
- Single Sign-On in Targetprocess
- How to set up Single Sign-On with Google G Suite (formerly Apps for Business )
- How to set up Single Sign-On in Targetprocess with Okta
- How to set up Single Sign-On with OneLogin
- How to set up Single Sign-On for Targetprocess with ADFS 2.0
- How to set up Single Sign-On to Targetprocess with other SAML 2.0 Identity providers
- States and Workflows
- Terminology
- Business Value
- Severity for bugs
- Custom Fields
- Rename Terms (Entity Types)
- How to switch the language or adjust to a new domain?
- Request Types
- How to customize States and Workflows
- How to turn on / off practices in a process?
- How to rename Role in Assignments?
- How to configure settings of Service Desk
- Users: Roles and Permissions
- 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
- Direct Access to Entities
- Process Admins
- Your First Login to Targetprocess
- 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
- Creators of Entities
- Active and Inactive Users
- Contributor User Type. Edit Access to All Projects
- Observer Role. Limited Access to Selected Projects
- System User
- How to Grant Access to Other Users’ Timesheets
- Private, shared and public views. Manage access permissions
- Sharing data with external users in view-only mode
- No New Boards
Authentication and User Management
Data Model
- Data Model Video
- Data Model and Hierarchy
- Projects and Teams
- Relations
- Cross-Project Releases (Program
Increments)
- How to link Team Iterations and Releases
- Iterations (Sprints) and Team Iterations
- Blockers and Impediments
- Milestones
Working with Entities
- Basic actions with cards and lanes
- Advanced actions with cards and lanes
- Custom Fields
- Notifications
- Relations and Dependencies
Working with Reports and Dashboard
- Targetprocess BI Basics
- Visual Reports
- Entity Reports: Examples and Use Cases
- Cumulative, Burp Up and Down Reports: Examples and Use Cases
- Visual Reports FAQ
- 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
- 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
Estimating and Planning
- Agile Release and Iteration Planning
- Capacity Planning
- Capacity Planning: Program Backlog
- Capacity Planning: Team Backlog
- Effort Estimation
- Iteration Velocity
- Initial Estimate
- Actual Time Spent vs Estimated Effort comparison report
- Effort
- How Effort is calculated for User Stories and other work items
- How Effort is calculated for high-level scopes of work: Features, Epics, Projects, Releases, Sprints, Team Iterations
- Estimation Board View
- How to limit total effort when estimations are made
- How to control ability to estimate Effort for a Role
- Forecasts
- Organizing and Prioritizing a Backlog
Featured Articles
Using Filters and Search
- Advanced Filters for Views and Visual Reports
- Advanced Filters overview
- Filter by Names using StartsWith and EndsWith
- 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
- Search
- Custom quick filters
- Saved and shared filters
- Basic Filters
- Visual Filters
- Filters for rows and columns
Working with Views
- Board, Lists, and Roadmap Views
- How to Create, Setup, and Customize Views
- Copy link to view/report/dashboard containing user-specific values
- Creating Views from Templates
- Cards on views
- Lanes and Cards
- Customize cards on Boards and Lists
- Customize Columns in List View
- How to manage views and put them in a structure
- Share View with external users
- WIP Limits for Lanes
- Clone (Copy) a View
- Private, shared and public views. Manage access permissions
- No New Boards
- Dashboards
- Touch Screen Support
- Sort and Prioritize Cards
- How to manage views and put them in a structure
- Pagination in the Views
- Hide Empty Lanes on Boards, Lists and Roadmaps
- How to set default view?
- Add Lanes and Cards with the in-view Quick Add
- Resize Columns
- Lanes Collapsing
Importing and Exporting Data
- Import from CSV Files
- Import Extendable entities
- How to import entities from a CSV file
- Entities and fields supported for import from CSV files
- Import User Accounts from CSV file
- Import Requesters from CSV file
- Create New Entities with an Imported CSV File
- Update Existing Entities within Import from CSV Files
- Import Hierarchical Backlogs from CSV Files
- How to import Test Cases and Test Steps from a CSV file
- How to import entities with Estimates and Role Effort
- How to import work items with People and Role Assignments
- How to import entities with Custom Fields
- How to Import Entities with Assigned Tags
- How to set Creation Date during import
- How to import names with local symbols
- Integration with ADM: Data import and export
- Export Team Workflow States to Tabular Reports
- How to download Targetprocess data
- Export data to CSV file through a query
- Importing data into Targetprocess
- How to export data into a CSV file
- Quick Add Several Work Items
- How to migrate or import data to Targetprocess from other project management systems
Install, Upgrade, and Maintenance
- System Migration
- Targetprocess System Requirements
Integrating Data Sources with Targetprocess
- DevOps Integrations
- Native Issue Level Integrations
- Azure DevOps Integration
- Azure DevOps Integration: Technical Overview
- 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
- OAuth 2.0 Client Credentials Flow for Azure DevOps connector
- Azure DevOps Integration: Known Limitations
- Jira Integration
- Native Jira Integration: Setup Guide
- Jira Integration Limitations
- Apptio Open Token for additional security of Jira Data Center Webhooks
- Native Jira Integration: Technical Overview
- Migration of synced data to a new profile and profile splits (BETA)
- Jira Server Migration Support
- How to configure OAuth 2.0 Authorization Code for Jira Cloud connector
- Azure DevOps Integration
- Embedding content
- Email integrations
- How to configure Google OAuth for Email Integration Plugin
- How to configure Outlook OAuth for Email Integration Plugin
- Why do I get “Not creating request” message in email plugin log?
- Configure email notifications for Service Desk users
- How to communicate with Requesters 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 set up Inbound Mail Integration
- Email Templates Markup Guide
- Communication and Collaboration tools
- Data analysis and business intelligence tools
- Source control integrations
- Timers for Time Tracking
- Integration user type
- Native Jira integration: End User Guide
Working with Solutions
Configuring Solutions
Testing module / QA Area
- Reports
- Testing module / QA Area overview
- Test Case Run and Test Plan Run results
- How to create a new Test Plan Run
- How to attach files and images to test runs?
- 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 import Test Cases and Test Steps from a CSV file
- How to export Test Cases with Test Steps to a CSV file
Track and Measure Progress
- Agile Velocity and Burndown Charts
- Billable Hours and Budgets Tracking
- Detailed Time Cost Report
- How to Track Billable and Non-Billable Work
- Project Costs report based on User Allocations and personal rates
- Metrics for Bugs in User Stories and Features
- Metrics for Billable and Non-Billable Time Spent Totals
- Budget Spent Reports with different rates by activity type per Project
- Completed and Remaining Effort
- Lean and Kanban flow efficiency
- Time Tracking
- Reports based on Time spent
- Detailed Time Reports for Hierarchical Entities
- Tabular Report with Detailed Time List: add Custom
- Data Fields in Detailed Time Reports
- Detailed Time Spent reports by Feature, by Epic, by Portfolio Epic
- Detailed Time Spent reports by Release, Iteration, Team Iteration
- Detailed Time Reports
- Detailed Time Reports by Project, User, or Assignable
- Time Spent Report by Project Role
- Time Sheet
- Time Tracking Integrations
- How to Track Billable and Non-Billable Work
- Metrics for Bugs in User Stories and Features
- Metrics for Billable and Non-Billable Time Spent Totals
- Tracking Time – Spent and Remain
- How to add Time spent and remain records
- Time Sheet
- Reports based on Time spent
Bug Tracking
Mashups Library
Service Desk
- Service Desk overview
- Service Desk widget configuration
- How to configure settings of Service Desk
- Request Types
- Custom Categories for Requests
- Help Desk Portal vs Service Desk: what is the difference?
- Help Desk and Service Desk FAQ
- How to use Targetprocess for customer support
- How to manage Requesters
- How to customize Priority of Requests
- Request Duplicates
- Configure email notifications for Service Desk users
- Service Desk installation guide: IIS
- Service Desk installation: Docker
- How to manage Requests by Companies
- Automatic assignment of new Requesters to Companies
Pricing, Payment, and Billing
SPM Control Center
- SPM Control Center Overview
- Setting up 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
Troubleshooting
- No Cards are displayed
- Cannot Prioritize Cards on a View
- Project and Team selection is reset
- Troubleshooting Performance Issues with On Demand Accounts
- How to collect a HAR file for troubleshooting UI issues
- Finish Iteration link is missing
- Troubleshooting- Get full error details
- Why do I have a thousand entities gap in my Targetprocess IDs?
- How to undelete or restore
- Why am I not able to select Product in Service Desk?
Developer Hub
Resources for developers working with Targetprocess APIs, automation rules, mashups, and integrations.
Legal Notes
More resources
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