Process templates define the objects and processes available to you when you create a team project. By customizing a process template, you customize one of more objects or processes. Common types of customizations you can make include:
Add a new field to an existing work item types (WIT)
Modify the pick list of values for a field
Change the workflow─States, Reasons, Transitions, Actions─of an existing work item type
Edit the layout of a work item form
Add or remove a work item type
Change process configuration or defaults associated with Agile tools
If you’re looking for project templates for software development, see Creating Visual Studio templates. This topic describes process templates used to create TFS team projects.
Default process templates define default configurations as well as the following artifacts that your team uses to plan and track work, collaborate, and share information.
Agile process template artifacts
Many of these artifacts depend on WITs which are used to track work. For example, data fields defined in the definition of WITs─such as, Feature, Bug, User Story, or Task─are also used to define work item queries and reports. In addition to these artifacts, you can also define the initial project areas and milestones, security configuration, and other default settings that support version control and test management.
After you create a team project, you can change configurations and customize artifacts. However, by customizing the process template before you create your team projects, all resulting team projects that you create from it will match a standard set of team processes. The main reasons you might want to customize a process template include:
You plan to create several team projects and you want to minimize repetitive tasks that you'll have to implement later in each team project that you create.
You want to make sure all teams adhere to certain standards by providing the templates and structures within the toolset your software development teams will use.
You need to update a custom process template to support using the Configure Features wizard after a TFS upgrade
If you work with only a single team project, then you might consider simply creating the team project and customizing one or more objects later.