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June 6, 2024
XX min read

How to Use TargetProcess: A Comprehensive Guide


Targetprocess is a powerful project management tool designed to help organizations visualize and manage Agile projects and other complex work. As a SaaS solution supporting enterprise Agile planning, Targetprocess enables teams to gain a comprehensive overview of tasks, streamline workflows, and ensure effective project execution. In today's dynamic workplace, where efficient collaboration and seamless project management are pivotal, Targetprocess stands out as an indispensable tool for businesses aiming to achieve agility and productivity.

Who is Targetprocess for

Targetprocess caters to a broad spectrum of users, making it an ideal choice for various roles and industries:

  • Agile Teams: Scrum Masters, Product Owners, Agile Coaches, and team members looking to implement and manage Agile methodologies.
  • Project Managers: Those overseeing multiple projects, seeking a unified platform for tracking progress, resource allocation, and performance metrics.
  • IT and Development Teams: Technical teams needing robust tools to handle sprints, backlogs, and continuous integration.
  • Mid-to-Large Enterprises: Organizations that require detailed planning, scaling Agile practices across departments, and maintaining transparency in workflows.

Key features

Targetprocess offers a plethora of features designed to enhance project management and Agile practices:

  • Visual Project Management: Offers a variety of views such as Kanban, Scrum, Roadmaps, and Gantt charts to visualize project progress and dependencies.
  • Customizability: Flexible customization options to tailor workflows, dashboards, and reports to meet specific needs.
  • Portfolio Management: Simplifies the management of multiple projects by providing a high-level view and detailed insights into each project’s progress and resource utilization.
  • Time Tracking and Management: Enables teams to log and track time spent on tasks, ensuring accurate time management and reporting.
  • Resource Allocation: Efficiently manages and allocates resources across projects, helping to prevent overloading and underutilization of team members.
  • Robust Reporting: Generates detailed reports and analytics for performance tracking, allowing for data-driven decision-making.
  • Integrations: Integrates with multiple tools and platforms, enhancing functionality and connectivity (e.g., Jira, GitHub, Slack, and Jenkins).

Best use cases

Targetprocess excels in various scenarios, enhancing efficiency and collaboration across different teams and industries:

  • Software Development Teams: Improve sprint planning and backlog prioritization, track bugs, and coordinate releases with ease.
  • Marketing Teams: Plan and execute marketing campaigns, track deadlines, manage content calendars, and collaborate on creative projects.
  • Product Management: Align product roadmaps with business objectives, manage feature backlogs, and gather customer feedback effectively.
  • IT Operations: Streamline IT project management, track incidents and changes, and ensure seamless IT service delivery.
  • Research and Development: Coordinate complex R&D projects, manage milestones, and visualize timelines for better project oversight.

Getting started

To begin using Targetprocess, follow this step-by-step guide:

  1. Sign Up: Visit the Targetprocess website and sign up for an account by providing your business email and creating a password.
  2. Select a Template: Choose from various templates tailored for different Agile methodologies, such as Kanban, Scrum, or custom workflows.
  3. Set Up Projects: Create projects by defining their scope, objectives, and timelines. Add team members and assign roles to ensure clarity.
  4. Customize Workflows: Customize workflows by adding states, stages, and transitions that match your specific business processes.
  5. Define Backlogs and Sprints: Organize your backlog by adding user stories, tasks, and bugs. Plan sprints by selecting tasks from the backlog and assigning them to team members.
  6. Visualize Work: Utilize the visual management boards and dashboards to track progress, identify bottlenecks, and adjust plans as needed.
  7. Log Time and Resources: Encourage team members to log time spent on tasks and monitor resource allocation to ensure optimal productivity.

Tips and best practices

To maximize the benefits of using Targetprocess, consider the following practical advice:

  • Regularly Update and Review Boards: Ensure that your boards are frequently updated to reflect the latest status of tasks and projects.
  • Leverage Visuals for Clarity: Use visualizations like Gantt charts and roadmaps to communicate timelines and project interdependencies to stakeholders.
  • Customize Notifications: Set up customized notifications and alerts to keep team members informed about important updates or changes.
  • Utilize Templates: Make use of predefined templates for recurring processes to save time and maintain consistency.
  • Encourage Collaboration: Foster a collaborative environment by utilizing Targetprocess’ commenting features and integrating communication tools.
  • Analyze Reports: Regularly review generated reports to gain insights into team performance, identify areas for improvement, and make informed decisions.

Integration with Guru

One of the most powerful functionalities of Targetprocess is its integration with Guru, an AI-powered search solution. Guru enables seamless AI-driven searches within Targetprocess, providing reliable and instant information access directly within your workflow. With Guru’s extension on Targetprocess, you can significantly boost productivity through several key benefits:

  • Instant Knowledge Retrieval: Guru’s AI capabilities make it possible to instantly retrieve answers from a single source of truth, reducing the time spent searching for information.
  • Contextual Suggestions: Guru provides relevant, contextual knowledge suggestions without requiring users to leave their current workflow, ensuring continuity and focus.
  • Enhanced Collaboration: By integrating with Guru, teams can access and share critical information effortlessly, leading to more informed decision-making and better project outcomes.
  • Streamlined Onboarding: New team members can quickly get up to speed by accessing comprehensive knowledge bases directly within Targetprocess, reducing onboarding time.
  • Improved Efficiency: With AI-powered search and contextual insights provided by Guru, teams can work more efficiently, avoiding disruptions and enhancing overall productivity.


To recap, Targetprocess is a comprehensive project management tool well-suited for Agile teams, project managers, IT and development teams, and mid-to-large enterprises. It offers robust features such as visual project management, customizability, portfolio management, and seamless integrations. By following the steps for getting started and employing best practices, organizations can effectively utilize Targetprocess to streamline workflows and enhance productivity.

Moreover, the integration with Guru’s AI search solution takes efficiency to the next level by providing instant access to reliable information and contextual suggestions, making it a must-have for modern, collaborative workplaces. We encourage readers to try Targetprocess and integrate it with Guru to experience enhanced productivity and project management efficiency.

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