Software and hardware required for installation and usage. Basic performance recommendations.
Changing card priority (rank) using drag-n-drop. By default you have to hold Shift so that prioritization takes effect. However, in some cases the system might not allow you to prioritize. See why.
Q: How does your system save and manage documents? Is there a repository? Q: Is there a Wiki on your roadmap? Q: Can you connect to platforms such as MS SharePoint, Confluence, or other popular ones in the market? A:
How do I attach an existing Bug to a User Story so that it appears under its Bugs tab? When testing a story, it is easy to add a new bug that will appear under the Bugs tab for the
Q: Is it possible to attach files and images to test runs? I'm asking because we make screenshots of our regression test results and would like to add those to the test run in Targetprocess. When we do
It is possible to get selected alerts from Targetprocess to Slack, and submit an entity to Targetprocess from your Slack directly. Each direction is configured separately. Send notifications from Targetprocess to Slack Create new items in Targetprocess from Slack Powerful two-way integration between
Q: Why is it that when I move an epic into a different project, associated features, user stories, bugs and tasks don't move along with it? Is there a way to do this? A: Indeed hierarchical links (such as
Google OAuth is a safe and secure way to connect Email Integration Plugin to GSuite/Gmail account. This article will describe how to do that step-by-step. That's it! Now your Email Integration Plugin is connected to the mailbox using
Outlook OAuth is a safe and secure way to connect Email Integration Plugin to Microsoft Exchange Online (Office 365) account. This article will describe how to do that step-by-step. That's it! Now your Email Integration Plugin is connected to the mailbox
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.
Checking version details and release notes of your Targetprocess software.
Setting up POP Email Integration plugin to create Requests and add Comments from incoming emails automatically
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
Any Portfolio (Project) or Team that is complete and not required for fast access at the moment can be archived. They become hidden from users but still reside in the database. We recommend deactivate Portfolios (Projects) and Teams and
Adding roles to Assignments area.
Starting from v2107+ 'Owner' terminology is changed to 'Creator'. When an entity is created, its Creator field is populated with a reference to the creator user. Permissions of Creators Creators can always edit and delete their own entities, even when their
Adding Tasks quickly using Task Creator Plugin.
In Targetprocess it is possible to create board views with cards grouped by lanes. On such boards, usually the first row and/or column displays entities with empty values. It is possible to apply a filter that will hide such default rows or columns
Productivity tip that suggests a handy way to refer to another entity
Q: How can we make "Team" field mandatory? Is it possible to set it up so that any new entity must be assigned to a team resulting in "No Team" never being an option? I have team members who
Q: I want to create a view or a dashboard and set it as my default view so I see it every time I log in. A: In Targetprocess tool there is no capability to set default home view