Personas Management

A persona is an example of the kind of person who will interact with your software.  The idea is that if you want to design effective software, then it needs to be designed for a specific person.   In other words, personas represent fictitious people which are based on your knowledge of real users. TeamPulse treats personas as first class citizens.


To add, edit, or delete personas, you must have permission to edit stories.



You can get to the TeamPulse Persona management screen using the ribbon – Requirements > View Personas

View Personasenlarge screenshot


Create a New Persona

The first thing you see when you go to persona management is all of your personas across your screen. You can easily create a new persona by clicking on the create button.

New Personaenlarge screenshot


You can quickly add personas in any rich text box in TeamPulse by using the Quick Linker.

Quick Linking allows you to quickly add a reference to a Story or Persona within your story description text.  If the Story or Persona does not exist, Quick Linking will create a stub for you automatically.

Create new persona using the Quick Linkerenlarge screenshot


Persona Details

When defining software requirements in the context of a persona (complete with a picture, a name, and a rich description of a personas goals, objectives, constraints, and day to day realities) teams can better define how to approach the design of the features the persona interacts with.

Create New Personaenlarge screenshot


Delete a Persona

When you mouse over a persona in the persona list a delete button will appear in the top right corner of the image, this will remove the persona from the project.

Persona delete buttonenlarge screenshot


Persona-Story Relationships

In persona management you can easily see which stories the personas has been associated with.  You can assign roles to the persona on a story-by-story basis.

Associated Storiesenlarge screenshot


TeamPulse has predefined 4 roles for you:

  1. Responsible
  2. Accountable
  3. Consulted
  4. Informed


If the desired role is not in the list, you can type the role that you want into the field, click enter, and the new role gets automatically created and is now part of your roles list.