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Installing Truereq

Configuring your Workspace

Workspace Interface Overview

Truereq Requirements Tree

Item Detail Window

Comments Window

Menus and Icon Bar

Workflow Control

Import and Export

Truereq Tools

Truereq Web Tools

Working with multiple Workspaces

Glossary
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The Requirements Tree

The Truereq Requirements Tree™ is the backbone of your Truereq product management system. All users see the same tree of information, and can add items and make comments that will be visible to everyone else in the Workspace.

The Tree is a hierarchical representation of your information. You can create a nested tree structure, placing items under other items to show that they are related. For example, you could create a product, add folders under that product for different functional areas, and then place requirements in each of those folders to organize them.

The Tree supports drag and drop functionality. To move an item in the Tree, simply click and drag it to the new location and then drop it there.

Items in the Tree
There are eight types of items you can add to the Tree. To add any item, select the item in the Tree under which you want the new item added, and then use the Add menu or the icon bar.

Note: you can also right-click on any item and use the context-sensitive menu which appears.

  • Folder
    A folder is a container for other items. Use folders to organize different groups of items in your Tree.
    Note: New Workspaces start with one folder, which will contain all of the other items in your Workspace.

  • Product
    Add a product to your Tree for each of your company's products that you will be tracking in Truereq. A product can only be added under a folder.

  • Requirement
    Requirements constitute the necessary elements of your products. Requirements can be added to products or folders.

  • Survey
    A survey is a web-based questionnaire related to a product or requirement that you can create inside Truereq. You can either attach surveys to a specific requirement, or gather them in a separate folder of their own.

  • Webform
    A Webform lets you create a web page where anyone can fill in product or requirement information. This information will be automatically forwarded and imported into the Webform folder your Workspace.

  • Issue
    An issue can be used to highlight an open question about a product or requirement. All users can add an issue to a folder, product or requirement, then describe the issue clearly in its overview tab. Comment threads provide a good source of communication for issues.

  • Ranking
    A ranking provides a way for different users in your Workspace to prioritize items in the Tree. You can add a ranking item by clicking on the ranking icon in the icon bar. For a detailed description of the functionality of rankings, see the Rankings section.

  • Attachment
    Any type of document which resides on your file system can be added to the Tree. You can add an attachment by clicking on the attachment icon in the icon bar, selecting a file in your local or network file system, then clicking on the Open button. A file may also be attached by simply dragging and dropping it from your file system into the Tree. Individual documents or folders of documents can be attached to any item in the Tree. If you drag a folder of documents to the Tree, a new folder will be created in your Tree with the documents inside as attachments.
    • To view an attachment, double-click on the attachment icon. To save the attachment from Truereq to another location, just choose Save As... from the File menu in the open application. Please note that changes made to an attachment will not automatically be reflected in the Tree. You must first save the file locally, and then add it again as an attachment.
    • Attachments can be moved and deleted just like other items in the Tree. You can also have a comments dialog relating to an attachment.

Search Tool

Truereq's Search Tool (located directly above the Requirements Tree) lets you enter text to search for any item in the Tree. When you start typing in the search area, all items in the Tree that match your text turn blue in color.

Note: search is case-sensitive.

The Search Tool has the option of searching all text in the Tree (including the description fields and the comment fields) or excluding the comments fields. By default, the Search Tool searches all text. To change this to exclude comments, click on the search icon and choose Exclude Comments. If you want to clear the search box to begin a new search, click on the button to the right of the search box.

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Truereq: Product Management Software List