You can import and export process templates and use the features supported for the On-premises XML process model. Enter a name for your process and optionally a description. Process names must be unique and no more than characters.
For additional restrictions, see Create and manage inheritance processes, Process name restrictions.
Optionally, add a description. Locked fields and inherited fields correspond to fields inherited from a system process. You can't customize locked fields. You can customize some options for inherited fields. You can fully customize fields that you add to a process.
To add a field, choose the New Field icon. In the dialog that opens, choose the type of field that you want to add. To learn more, see the following articles:. You add rules to support specific workflow and business use cases. Rules allow you to clear the value of a field, copy a value into a field, and apply values based on dependencies between different fields' values.
To add a rule, choose your inherited process, the work item type, and then choose Rules , and then choose New rule. To learn more, see Rules and rule evaluation. You use different WITs to plan and track different types of work. The main reason you add a custom WIT is to customize the web form and workflow states to meet specific business use cases.
From the Work Item Types page, choose the New work item type. Name the WIT and optionally specify a description, icon and color. The icon and color you specify appear throughout the web portal, including on the work item form and when associated work items appear on a backlog, boards, query results, and more. To modify a workflow, choose your inherited process, the WIT, and then the States page. To add a custom control, choose your inherited process, the WIT, and then Add custom control.
To learn more, see Add extensions and custom controls to a work item type. Group and Page extensions are automatically added to all WITs for all processes, both system and inherited. You can choose to hide an extension for selected WITs within an inherited process. To add an extension to a work item type, choose your inherited process, the WIT, and then choose Get extensions. Return to the process and WIT and verify the location of the extension is where you want it.
Look for it at the bottom of the middle column and drag it to where you want it on the form. You can add additional WITs to a backlog level or add another portfolio backlog. As shown below, we've added a third level portfolio backlog labeled Initiatives which tracks the custom Initiative WIT, and we've renamed the product backlog to Stories and Tickets to indicate that we not only track User Stories , but also Customer Tickets on the product backlog.
To modify the backlogs and boards configuration, begin by choosing your inherited process, and then choose the Backlog levels page. We recommend that you create a test project and apply your customized inherited process to it to verify the changes you've made. All customizations made to a process go into effect immediately on all projects. If you want to stage your changes, you can do that using one of two methods:. Open the All processes page, and choose the … context menu for the process you want to use, and then select New team project.
The Create new project page opens. Showing a breakdown of each step helps to simplify the process and provides a snapshot view for easy reference. This change management policy template provides an outline for describing how a change will be managed, from defining the type and scope of a change to roles and responsibilities for those involved to assessing risk factors.
You can provide detailed information on your change control process and what procedures need to be followed. This template can also be used for creating a change management plan for a specific project. The scope of a project includes all of the work required to deliver the final outcome. To prevent issues with timelines and project outcomes, any change to project scope should be considered carefully in order to make appropriate adjustments and keep projects on track. A change request assessment reviews these impacts as well as the risks and benefits of a proposed change, requirements for implementing the change, and other factors.
Once a change request has been approved by the Change Control Board or project sponsors, project baselines must be altered to accommodate it, and the changes must be documented and communicated to stakeholders as needed.
A change management plan outlines all of the steps in this process, and helps to ensure that changes are handled effectively and with minimal risk. There are many areas in a healthcare organization where change can bring about increased process efficiency, improved patient satisfaction, and stronger security of data and information.
Planning for these changes and reviewing how they will impact your business can ensure that the changes are welcome and helpful. As changes occur in healthcare organizations, these businesses are required to acquire and maintain the same expertise needed to carry out tasks and provide optimal care to patients and clients. Additionally, healthcare companies must abide by stringent security measures, ensuring that all data and health information are securely stored, tracked, and maintained.
To manage and adapt to all changes, you need a powerful, real-time, and secure tool to maintain business efficiency and data security. Smartsheet is a work execution platform that enables healthcare companies to improve work efficiency, scale repetitive processes, and securely store and share protected health information.
Track the progress of changes in individual processes with all-up reports and centralized, real-time dashboards. Interested in learning more about how Smartsheet can help you maximize your efforts? Discover Smartsheet for Healthcare. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.
The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Try Smartsheet for free, today.
In This Article. Work item field names, link type names, and global lists are scoped to a project collection. If you customize any of these objects, the change will be reflected in all projects that are defined in the collection and in the work item types that contain that work item field. The maximum size of a process template is two gigabytes.
When you customize a process template, make sure that your changes do not increase its size beyond that value. Customizing a process template is an iterative process. You will need a project collection that is defined on a server that is running Team Foundation Server where you can test your process template to make sure that it was customized correctly.
To customize a process template, you first download an existing process template, modify or add files, upload the process template files, and then verify your changes. Sometimes third parties make available process templates that they've created. You may need to do extra work after a TFS upgrade when using a process template provided by a third-party as described Customize your work tracking experience, Maintenance and upgrade implications TFS.
To download or upload process templates, you must either be a member of the Project Collection Administrators group, or your Manage process template permission must be set to Allow. See Add accounts to administer project collections. The Process Editor Tool. Based on the version of Visual Studio you have installed, get the Process Editor Tool from one of the following extensions.
The Process Editor Tool provides a user interface that you can use to customize the following areas:. You can't customize Office Excel reports and dashboards through the process template files. These artifacts are created for a project depending on the selections that you make in the New Team Project wizard. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Is this page helpful?
Please rate your experience Yes No. Any additional feedback? Note If you're looking for project templates for software development, see Creating Visual Studio templates. Important When you create a project from the web portal, several process template files are ignored. Submit and view feedback for This product This page. View all page feedback. In this article. Download a process template. Before you can customize a process template, you must download it to your local computer.
To minimize the modifications that you must make, select a template that most closely matches your team processes. In general, you choose a process template based on types of work items and workflow. Modify or add files. You customize a process template by modifying, deleting, or adding files that are defined for a process template.
You customize a plug-in or definition file by modifying its XML content. Each plug-in file and type definition file must conform to its XML schema definition. The first time that you customize a process template, make a small change. If you make many changes without a good understanding of how the changes may affect your template, you risk encountering multiple mistakes that will be difficult to debug. Make sure that the name of your process template is unique.
If you download a process template, make changes, and upload it, you must change its name or it will over-write the existing process template from the project collection.
Upload a process template. After you have customized your template, upload it to the project collection where you will create the project.
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