Checklist: Plan and Track Changes to Your Process Template

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.

	Customization area	Related topic
	Plug-in sequence and dependencies	Defining the Root Tasks Using the Process Template Plug-in File
	Product areas	Defining the Initial Areas and Iterations in the Classification Plug-in
	Product milestones or iterations
	Microsoft Project field mappings	Mapping 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	Grouping Work Item Types into Categories
	Link types	Customizing How Work Items are Related through Link Types
	Work item global lists	Defining Global Lists
	Reports that use SQL Server Reporting Services	Adding Reports to the Process Template
	Process guidance files for work item forms	Defining the Project Portal Plug-in for a Process Template
	Process guidance content
	Project portal workbooks
	Project portal documents and templates
	Dashboard feature activation
	Security groups, members, and permissions for Visual Studio Team Foundation Server	Configuring Initial Groups, Members, and Permissions
	Security roles and permissions for Team Foundation version control	Defining the Initial Configuration of Team Foundation Version Control
	Check-in policies for Team Foundation version control
	Check-in notes for Team Foundation version control
	Security roles and permissions for Team Foundation Build	Defining the Initial Configuration of Team Foundation Build
	Template files to build or upgrade build definitions
	Test configurations for use with Microsoft Test Manager	Defining the Initial Configuration of Test Manager
	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
	Security roles and permissions for Visual Studio Lab Management	Defining the Initial Configuration of Lab Management

See Also

Concepts

Working with Process Template Files

Step-by-Step Customization Process

Customizing Functional Areas within a Process Template

Customizing Process Templates