Creating a process template

A process template provides a new project area with an initial process configuration and iteration structure. You can create a process template with no initial content, except the process configuration structure and placeholder iterations. Or you can create a process template from an existing project area. The latter option enables your team to create projects based on a successful process that is implemented in an existing project.

About this task

To create a process template with only placeholder content:
  1. Right-click a repository connection in the Team Artifacts view and click New > Process Template.
  2. In the Create Process Template window, type a name and a process ID for the template, and click Finish.

To create a process template from an existing project area:

Procedure

  1. Right-click a project area in the Team Artifacts view and click Create Process Template.
  2. In the Create Process Template window, type a name and a process ID for the template, and click Finish.

Results

The new template is added to the Process Templates view. Double-click the template to open it in the editor. To customize the timelines, iterations, roles, permissions, and operations behavior in the process template, see the following related topics:

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