Is a process template able to include some work items?
2 answers
You can create pre-defined workitems by customize Project Area
Initialization.
1. Open your template.
2. In Configuration section of Process Configuration tab, click Project
Area Initialization under Project Configuration node.
3. Add "Setup Project" in Server follow-up actions list. (It might be
added already.)
4. In Setup Project editor, you should find Work Item Template section,
in this section, you can add pre-defined work items.
Initialization.
1. Open your template.
2. In Configuration section of Process Configuration tab, click Project
Area Initialization under Project Configuration node.
3. Add "Setup Project" in Server follow-up actions list. (It might be
added already.)
4. In Setup Project editor, you should find Work Item Template section,
in this section, you can add pre-defined work items.
To make a new Process Template (with your customized work item types and process config):
1) Right-click your 'Project Area' and 'Extract Process Template'
2) In the 'Process Templates' view, right-click newly created Process Template and 'Export' to a .zip file - which you can then 'Import' into other RTC instances
To create a new Project Area based on new Process Template
3) In the 'New Project Area' dialog - 2nd step -, the newly created 'Process Template' will be available
1) Right-click your 'Project Area' and 'Extract Process Template'
2) In the 'Process Templates' view, right-click newly created Process Template and 'Export' to a .zip file - which you can then 'Import' into other RTC instances
To create a new Project Area based on new Process Template
3) In the 'New Project Area' dialog - 2nd step -, the newly created 'Process Template' will be available