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Checklist: Plan and Track Changes to Your Process Template

You can use the following checklist to plan and track the changes that you want to make to your process template. For a description of the process template files that you can customize, see Working with Process Template Files.

Customization area

Related topic

          

Plug-in sequence and dependencies

Defining the Root Tasks Using the Process Template Plug-in File

          

Product areas

Defining the Initial Areas and Iterations in the Classification Plug-in

          

Product milestones or iterations

          

Microsoft Project field mappings

Mapping Microsoft Project Fields to Team Foundation Fields

          

Work item types

Add Type Definitions for Work Items to a Process Template

          

Work item queries

Add Work Item Queries to a Process Template

          

Work item instances

Add a Work Item Instance to a Process Template

          

Categories for types of work items

Grouping Work Item Types into Categories

          

Link types

Customizing How Work Items are Related through Link Types

          

Work item global lists

Defining Global Lists

          

Reports that use SQL Server Reporting Services

Adding Reports to the Process Template

          

Process guidance files for work item forms

Defining the Project Portal Plug-in for a Process Template

          

Process guidance content

          

Project portal workbooks

          

Project portal documents and templates

          

Dashboard feature activation

          

Security groups, members, and permissions for Visual Studio Team Foundation Server

Configuring Initial Groups, Members, and Permissions

          

Security roles and permissions for Team Foundation version control

Defining the Initial Configuration of Team Foundation Version Control

          

Check-in policies for Team Foundation version control

          

Check-in notes for Team Foundation version control

          

Security roles and permissions for Team Foundation Build

Defining the Initial Configuration of Team Foundation Build

          

Template files to build or upgrade build definitions

          

Test configurations for use with Microsoft Test Manager

Defining the Initial Configuration of Test Manager

          

Test variables for use with Microsoft Test Manager

          

Test resolution states for use with Microsoft Test Manager

          

Test setting files for use with Microsoft Test Manager

          

Security roles and permissions for Visual Studio Lab Management

Defining the Initial Configuration of Lab Management

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