Checklist: plan 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 Overview of process template files.

To customize an existing team project, go here.

Customization area

Related topic

          

Plug-in sequence and dependencies

Define the root tasks using the process template plug-in file File

          

Product areas and iterations

Define the initial areas and iterations in the classification plug-in

          

Microsoft Project field mappings

Map 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

Use categories to group work item types

          

Link types

Define a custom link type

          

Work item global lists

Define global lists

Process configuration

Customize the Agile experience for a team project

          

Reports that use SQL Server Reporting Services

Add reports to the process template

          

Process guidance files for work item forms

Includes project portal documents and templates, and dashboard feature activation.

Define the project portal plug-in for a process template

          

Process guidance content

Configure or add a project portal

          

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

Configure initial groups, teams, members, and permissions

          

Security roles and permissions for Team Foundation version control

Includes check-in policies and check-in notes for Team Foundation version control

Define the initial configuration of Team Foundation version control

          

Security roles and permissions for Team Foundation Build

Includes template files for build or upgrade build definitions.

Define the initial configuration of Team Foundation Build

          

Test configurations for use with Microsoft Test Manager

Includes the following settings:

  • 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

Define the initial configuration of Test Manager

          

Security roles and permissions for Visual Studio Lab Management

Define the initial configuration of Lab Management

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