Viz Help Center

Once your account has been authorized by Tasktop, you can sign into Viz and set up your tool connections by clicking Tool Connections in the lefthand menu.

(lightbulb) Tip: We recommend that you create a new user within your external tool, to be used only for Viz.

You can find configuration details in our Connector Documentation.

Since our connectors are used in several Tasktop products, you can focus on the following relevant sections:

  • Connector Setup Details
    • Note that any required permissions related to writing data will not be required, since Viz solely reads data from the external tools.
  • Supported Artifact Types
    • These are the artifact types (requirements, defects, etc) that Tasktop can gather Flow data from.
  • Supported Field Types and Functional Limitations
    • These sections will give you information on available fields that can be used for creating filters within Viz. These are only relevant for advanced configuration.

Proxy Connections

To connect to tools via a proxy, check the Enable Proxy Settings box and fill in the appropriate address and credentials.

Testing your Tool Connection

You can test your tool connection to ensure your credentials are correct by clicking Test at the bottom of the Tool Connection panel. You'll see a Success or Failure message at the top of the panel.

Test Tool Connection


Troubleshooting

If Tasktop is unable to connect to an external tool, data could be missing for select time periods. If that is the case, you will see a grey vertical line in the Flow Metric visualizations.

Grey vertical lines indicate missing data

Cases of missing data will be represented by a '-' in the tooltip, in contrast to 0 which represents cases where the value for the metric truly is 0 and no data is missing.

Missing data represented by a '-'

In contrast, '0' does not indicate missing data

Note that you may see cases where data is visualized, and a grey line still occurs. For example, if you have grouped by week, and data is only missing for one day in that week:

Some (but not all) data missing in grouping

To determine which days had connectivity issues, we recommend grouping by day.

In cases of missing data, you can investigate the source of the issue by reading the tool connection logs.

Each tool connection provides logs that can be used to monitor and troubleshoot change detection performance.

To view tool connection logs, click Tool Connections on the menu bar at the top of the screen.

Click 'Tool Connections'

Click View Logs on the desired tool connection.

View Logs

The logs will provide information on change detection, including errors in cases of change detection failure.

Successful Change Detection

Unsuccessful Change Detection

You can set up your tool connections by clicking Tool Connections in the lefthand menu.

If you've installed the Tasktop agent for on-prem tools, tell Viz whether the tool you are connecting to is cloud or on-prem. This will ensure that Tasktop utilizes the correct agent behind-the scenes.

(lightbulb) Tip: We recommend that you create a new user within your external tool, to be used only for Viz.

Add a New Tool Connection

You can find configuration details for each tool in our Connector Documentation.

Since our connectors are used in several Tasktop products, you can focus on the following relevant sections:

  • Connector Setup Details
    • Note that any required permissions related to writing data will not be required, since Viz solely reads data from the external tools
  • Supported Artifact Types
    • These are the artifact types (requirements, defects, etc) that Tasktop can gather flow data from
  • Supported Field Types and Functional Limitations
    • These sections will give you information on available fields that can be used for creating filters within Viz. These are only relevant for advanced configuration.

That's it! You've completed the final step of provisioning. 




Next Steps

Now that you've completed provisioning, you can begin modeling your product value streams.


User Guide