Managing Project Areas
Process templates
- Template overview
- FPM template
- Scrum template
Project area elements
- Terminology
- Project area architecture
- Project area elements
- Access control
- Process control
- Roles
- Team areas
- Work item categories
- Timelines and iterations
Setting up a project area
- Connecting to the repository
- Creating a project area
- Adding members
- Initializing work items
- Managing a team area
- Assigning a process role to team members
- Sending invitations
- Creating work item categories
Process Templates
- Overview
- Template overview
- Template types
Working with process templates
- Export and import
- Create from scratch
- UI configuration tools
- Template configuration
Configuring timelines
- Iteration hierarchy
- Timeline naming
Defining roles and permissions
Initializing a project area
- Overview
- The setup project action
- The create team areas action
Customizing work items
- Overview
- Enumerations
- Categories, types, and attributes
- Value-set providers
- Workflows
- Creating and editing a workflow
- Binding workflows
- Customizing work items
- Editor presentations
- Custom editors
- Editor presentation bindings
- Testing
Configuring operation behavior
- Overview
- Project configuration
- Team configuration
- Team reports
- Reports in the web client
- Reports in the team artifacts view
- Viewing a report
- Report resources
- Creating reports
- Formatting reports
- Publishing and importing reports
- Scrum report templates
- Editing report parameters
Configuring Dashboards
- Dashboard overview
- Adding pages and widgets
- Configuring widgets
- Configuring dashboard templates