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Team Development with Visual Studio Team Foundation Server

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How To – Customize a Process Template in <strong>Visual</strong> <strong>Studio</strong> <strong>Team</strong><br />

<strong>Foundation</strong> <strong>Server</strong><br />

Applies To<br />

• Microsoft® <strong>Visual</strong> <strong>Studio</strong>® 2005 <strong>Team</strong> <strong>Foundation</strong> <strong>Server</strong> (TFS)<br />

• Microsoft <strong>Visual</strong> <strong>Studio</strong> <strong>Team</strong> System (VSTS)<br />

Summary<br />

This How To article walks you through the steps for modifying a process template in<br />

order to better suit your team’s needs, and explains the tools that you use to do so.<br />

Process templates define the initial process settings for team projects. By customizing a<br />

process template, you can define:<br />

• Security for team project access control.<br />

• What templates are available on the Microsoft Office SharePoint® project portal.<br />

• Presence of source code control check-in notes.<br />

• Work item types and queries.<br />

• Reports for monitoring project progress and health.<br />

• Iterations and areas used for project organization.<br />

Follow the steps in order to walk through the modification of a template, and then test the<br />

changes you made.<br />

Content<br />

• Objective<br />

• Overview<br />

• Summary of Steps<br />

• Step 1 – Install Process Editor<br />

• Step 2 – Choose the Process Template<br />

• Step 3 – Download the Process Template<br />

• Step 4 – Open the Process Template in Process Editor<br />

• Step 5 – Modify Work Item Types<br />

• Step 6 – Modify the Default Work Items<br />

• Step 7 – Modify and Manage Queries<br />

• Step 8 – Modify Areas and Iterations<br />

• Step 9 – Modify Groups and Permissions<br />

• Step 10 – Modify Source Control Settings<br />

• Step 11 – Modify the Project SharePoint Portal<br />

• Step 12 – Modify Reports<br />

• Step 13 – Upload the Modified Process Template<br />

• Additional Resources

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