Create Your Own Issue Management System
Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects is used to manage issues in our own product management process.
Real-time Example:
During the software testing process, when the tester identifies an issue impacting the Global Web Tab feature task where the alignment breaks in certain browsers, it follows a predefined process for resolution. Here’s how the issue management system handles this end-to-end.
Submit Issues using Custom Fields
Custom fields are created within the Issue Layout, allowing testers to submit issues with key details like severity, module, browser type, and font family. In the case of the Global Web Tab alignment issue, the browser type field helps pinpoint which environment is affected.
How Other Industries Can Use Issue Layouts In This Process:
Construction: Track issues like material defects or design flaws using custom fields such as location, material type, grade, etc.
Manufacturing: Track production line breakdowns or machine malfunctions issues with custom fields like product phase, machine type, location, etc.
SLAs Based on Issue Type
SLAs are configured based on the issue type, such as Support, Security, Privacy, or Performance, to set resolution deadlines. If the issue is categorized as one of these types, the SLA triggers a resolution within 24 hours. If the issue remains unresolved, it escalates through Levels 1–4.
How Other Industries Can Use SLAs In This Process:
Construction: Set SLAs to resolve critical issues like safety violations or structural failures quickly.
Manufacturing: Set SLAs for issues like production line stoppages to minimize downtime.
Automate Assigning Issues
A tag is created using the feature name and is associated with the issue when it is submitted. Business rules are created using the tags as criteria to automatically assign the issue to the relevant developers, designers, managers, and project managers (PMs).
How Other Industries Can Use Tags In This Process:
Construction: Automatically assign issues using the issue type as tags, such as plumbing or electrical, to the appropriate contractors or subcontractors.
Manufacturing: Use tags like machinery or production to assign issues to maintenance teams or shift managers automatically.
Bulk Update Issues
A custom view is created to track and bulk update all issues related to the feature using the tag as a criteria.
How Other Industries Can Use Custom Views In This Process:
Construction: Create custom views to track and update issues related to electrical work.
Manufacturing: Create custom views to track and update production-related issues.
Manage Duplicate Issues
If a duplicate issue is submitted, the developer can link it to the original issue using the is duplicate of link type for identification. A custom function is created to ensure that duplicate issues are closed only when the original issue is closed ensuring no redundancy in the issue tracking process.
How Other Industries Can Use Link Issues In This Process:
Construction: Link duplicate issues like multiple reports of the same electrical fault.
Manufacturing: Link duplicate maintenance issues to the original issue to ensure a single resolution.
Associate Tasks to Issues
The Global Web Tab task is associated with the issue, allowing both the development and QA teams to monitor the progress of the work item from a single place. When a tester opens the task, they can view all associated issues, and when opening an issue, they can easily track the associated task.
How Other Industries Can Use Task Association In This Process:
Construction: Associate tasks like Foundation to issues like Cracked Foundation for easy tracking.
Manufacturing: Associate maintenance tasks to machinery issues to track progress.
Automating Status Updates
A custom function is created to automate the update of issue statuses. when the tester updates the task status to Started Testing, the associated issue status is automatically updated to In QA Process. Similarly, when a developer resolves the issue and updates the task status to Resubmit for QA, the associated issue status is updated to To be tested. Issue Tracker Notifications are used to send notifications to all team members to keep everyone informed about such status updates.
How Other Industries Can Use Custom Functions In This Process:
Construction: When the Electrical Safety Check issue status is updated to Passed, the associated task, such as Wiring Installation, will automatically update its status to Inspection Complete.
Manufacturing: When the Material Shortage issue is updated to Resolved, the task status for Electrical Installation will automatically update to Work Completed.
Automate Adding Followers
Sometimes issues need further validation before they are resolved. Developers can update the issue status, such as Intentionally Done or Discuss with the PM. Business rules are created to automatically add relevant product managers (PMs) and other team members as followers with such statuses as criteria. This ensures that decisions are validated and any necessary inputs are added through comments before moving forward.
How Other Industries Can Use Business Rules In This Process:
Construction: Automate adding followers to validate electrical safety checks or structural issues before moving forward.
Manufacturing: Automate adding followers to validate machine repair statuses before completing maintenance tasks.
Checklist for Testers
Once the feature is reviewed and tested, the Checklist Extension is used for the associated task. The tester is required to complete a predefined checklist within the task to verify that all relevant testing scenarios have been covered. This checklist ensures that no critical testing aspects are missed.
How Other Industries Can Use Checklist Extension In This Process:
Construction: Use checklist to create a punch list to ensure all inspections, tests, and final verifications are completed before a task issue is marked as completed.
Manufacturing: Create a compliance checklist to ensure product assembly and quality control steps are completed before a task issue is marked as completed.
Note: Checklist extension can be used for both tasks and issues.
Resolve Issues
Upon resolving the issue, the developer can resolve the issue from the issue details page with the context.
Custom Notifications
Custom email templates in Issue Tracker Notifications are used to automate communication. Developers and the relevant team members are automatically notified about reopened issues. This helps prevent delays in the project.
How Other Industries Can Use Email Templates In This Process:
Construction: Create customized email template and use it in issue tracker notifications for critical issues like safety violation when reopened.
Manufacturing: Create customized email template and use it in issue tracker notifications for maintenance issues when reopened.
Features used in the process: Issue Layouts, SLAs, Tags, Business Rules, Issue Tracker Notifications, Link Issues, Custom Function, Checklist Extension, and Email Templates.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Navya Nune
frankn66
François
Monica P
Sticky Posts
Define your custom business logic in Zoho Projects
Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structuredAutomation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keepIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Update on V2 API End-of-Life Timeline
Dear Users, Earlier this year, we shared the launch of the V3 APIs and requested users to migrate from the older V2 APIs by December 2025. We have received valuable feedback from our users and partners regarding their migration timelines. We are happy
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regexAssistance needed: Activation of a domain
Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activateOperation not permitted
I am trying to add an email address to the list of user but I am getting error Operation not permittedRequest to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization
Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”Client host [89.36.170.5] blocked using Spamhaus
Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"Suggestion: Option to Re-run a migration
As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn'tIssue with "Add Your Mobile Number"
Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". Izoho mail non vérifié
Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.Override Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations whereUsing a third party service provider want to move directly with Zoho
Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my emailRequest for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)
Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error whenZoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails
Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,ShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your effortsE
We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uricustom module import.
Is there a way to import data into a custom module? Thanks RudyHEIC File Type Viewer
Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open itHow to dynamically pass IDs from one API response to a second API call in Zoho DataPrep?
Hi Team, I am setting up a global consolidated reporting pipeline in Zoho Analytics (India) using Zoho DataPrep as the ETL engine. I am pulling data from multiple Zoho Books Data Centers (US, Singapore, India) thats why i used the URL Source (OAuth 2.0)Building Toppings #4 - Setting up and using connections in Bigin toppings
When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with otherNeed code format to specify default values
Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries
Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. ThisRecord payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=Grouping Undeposited Funds to Move to other accounts
In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it shouldFacing email delivery issues? Verify your domain's DNS records
Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happensOrder of Departments in Help Desk
In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?COGS - Account showing negetive
I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?Create CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted%PaymentLink%
Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.Google Photos
I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... MikeZoho Books Items Categorisation/Grouping/Folder
Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.Cash payments before invoice date
We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenarioCopy / Duplicate Workflow
I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I needTransfer between two customers (Peters Rental account to Peters Private account)
we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are notedAutomation#18: Automatically Fetch Values from Contacts to the Tickets Module
Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirusCharge multiple invoices
We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?Handling/tracking escalation management in Zoho
Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questionsGlobal Choice List share ownership
I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. GeoffSetting up property management in Zoho Books
Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming poolHow to prevent users from switching price lists in an order?
Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, otherNext Page