Checklist: Plan and Track Changes to Your Process Template

Article
11/29/2012

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.

For an overview of the most common types of customizations, implementation notes regarding operations, and inter-dependencies, see Customize Work Item Tracking and Your Team Project.

	Customization area	Related topic
	Plug-in sequence and dependencies	Define the Root Tasks Using the Process Template Plug-in 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	Define Categories to Group Work Item Types
	Link types	Define a Custom Link Type
	Work item global lists	Define Global Lists
	Process configuration	Customize the Backlog and Board Pages Using Process Configuration
	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 a Project Portal or Process Guidance
	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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Checklist: Plan and Track Changes to Your Process Template

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