Customizing the Status and Workflow in Zoho BugTracker

Customizing the Status and Workflow in Zoho BugTracker

       Customization is being touted as the "next big thing" and is poised to take the manufacturing world by storm, turning it on its head and in the process revolutionizing business like never before. Keeping up with this trend Zoho BugTracker gives you the option to customize nearly every detail of your interface and this includes the Status and Workflow. Read on to know everything about customizing the Status and Workflow and how it can help you keep track of your bugs more efficiently.

Significance of Status and Workflow in BugTracker

      A status represents the present state of a bug in a project. A workflow is the transition that is undergone by the bug during its lifecycle.It denotes the process that is adopted by the teams for resolving a particular bug. The importance of this can be understood if we consider the following example.Jim's team is working on a project that has many bugs.Now consider that the bugs are not assigned any status or workflow.So it becomes very difficult for the team members to know the state of each bug.This in turn leads to a great deal of chaos.

      This is where the Status and Workflow comes to the rescue.You just have to assign to each bug its own status like open,in progress or any other custom made status that you prefer along with your preferred workflow.When you do this,managing the bugs becomes so much easier and efficient now that all the members of the team can view the state at which a bug is present and act accordingly.

Add your own custom status and workflow

      If you feel that the Status that is present by default is not best suited for your purpose, then fret no more because you can add your own personalized status. All you have to do is follow a few simple steps...

      Under Bug settings,navigate to the Status and Workflow option, and select the Add Status button present in the right corner of the screen. In the dialog box that opens specify your own status name and the workflow for that particular status and click Add.Now you are all set with your own set of Status and Workflows!!

      When you add a new status and assign a particular workflow to that status you have to keep in mind that the bug will strictly follow the workflow that is specified unless any change is made by using the Edit option. Each step in a workflow has a specific step before it and a specific step after it with the exception of the first step.The best part is that this workflow is customizable and can be chosen according to your need.

      For example say Jim creates his own set of custom status and workflow like define,analyse,process and review.Now when a bug is assigned to this workflow it is first opened, defined,analysed,processed and then reviewed.The transition happens in a linear fashion and no step is skipped in between.

      Now if Jim wants to add a new status called 'Verify' after the status 'Process' in the workflow then he has to first add the status 'Verify' by using the Add Status button as mentioned above.


Then go to the status 'Process' and edit its workflow to include the status 'Verify'.

Reorder and edit as you please

      Say, you are halfway through your project and suddenly there is a need to change the name of your Status or to include a new Workflow to your Status.Think it's a tedious job? It's not!! It's as easy as a pie! Just do the following and in no time you will be ready with the new edited data.

      Under the Status and Workflow click Edit then type the new name or select the new workflow that is needed and click Update to update your status.

      Reordering is also simple. All you have to do is click the Reordering icon that is present and then just drag and drop the status in the required order. When you are done just click the Save order button.


Deleting an existing status

      In order to delete an existing status just click Delete to delete the selected status.A prompt message to move the total number of bugs from the current status to any other status is displayed.


      Select the desired status to move the bugs before deleting and then delete the status.


          See! Managing your projects becomes so much easier when you use the Status and Workflows.Give us your feedback by commenting below.

Regards,

A.Precilla.





    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • Sticky Posts

                                                              • Announcement: Few goodies in Zoho BugTracker

                                                                Over the last few months we have introduced several features, in Zoho BugTracker, that would enhance your experience. Screen-grabber Color codes for SLA (Service Level Agreement) Affected Milestones and Release Milestones Reorder Bug Fields You can read through Zoho BugTracker Quarterly Tweaks Digest for more information about these features. Prasanna
                                                              • Announcing the New Zoho BugTracker

                                                                We were frequently asked to have bug tracking as a separate, stand-alone product, decoupled from the rest of Zoho Projects - and to make it even more affordable. So we launched Zoho BugTracker a week before, a standalone product that helps teams fix bugs fast. Here's a quick summary of what's new in this release: : Give a structure to how bugs are handled by defining custom workflows Configure severity for the bugs to indicate how much the bug disrupts users from doing their jobs Build a library
                                                              • [Projects 2.0] Import MPP/MPX files into Zoho Projects

                                                                Hi, Checkout the post about importing MPP/MPX files into Zoho Projects . Prasanna Zoho Projects.


                                                              Manage your brands on social media



                                                                    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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner







                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • When Does WorkDrive integrate with Books?

                                                                                                                  When Does WorkDrive integrate with Books?
                                                                                                                • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                                  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                                • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

                                                                                                                  Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
                                                                                                                • POP mailbox limits

                                                                                                                  If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?
                                                                                                                • Warranty Service and Repair in Zoho FSM

                                                                                                                  Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we perform
                                                                                                                • Create Receipt of a Donation (not a sale)

                                                                                                                  We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transaction
                                                                                                                • Zoho Sheet for Desktop

                                                                                                                  Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                                • WhatsApp phone number migration

                                                                                                                  Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specific
                                                                                                                • What are the create bill API line item requiered fields

                                                                                                                  While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add
                                                                                                                • How do I create an update to the Cost Price from landed costs?

                                                                                                                  Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product
                                                                                                                • Price Managment

                                                                                                                  I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
                                                                                                                • Actual vs Minimum

                                                                                                                  Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the
                                                                                                                • Generate leads from instagram

                                                                                                                  hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
                                                                                                                • Kaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM

                                                                                                                  Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. Deal
                                                                                                                • How do you print a refund check to customer?

                                                                                                                  Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
                                                                                                                • Ability to assign Invoice Ownership through Deluge in FSM

                                                                                                                  Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
                                                                                                                • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. Latest
                                                                                                                • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

                                                                                                                  Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable
                                                                                                                • See a list of all records enrolled in a cadence?

                                                                                                                  I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.
                                                                                                                • Limitation in chart of accounts

                                                                                                                  There is a limitation of 4000 accounts in chart of accounts  Zoho needs to remove this limit
                                                                                                                • How do I change the account bank charges are charged to?

                                                                                                                  I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
                                                                                                                • Real signature in Zoho Expense PDF report ?

                                                                                                                  Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.
                                                                                                                • Copy paste settings

                                                                                                                  Hello all i have 2 organizations running in ZOHO books in one organization i have customised Tax rates, codes and customized templates instead of manually doing again in org 2 can i have some shortcut to copy paste or export and import??
                                                                                                                • Custom TDS on Vendor Credits via API

                                                                                                                  Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.
                                                                                                                • "Unlink" Advance from Bill without Deleting the Payment Record

                                                                                                                  I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill
                                                                                                                • Advance Payment Record Removed When Deleting Applied Credit from Bill

                                                                                                                  Hello, So while working with vendor advance payments, I noticed that removing the applied credit from a bill also removes the corresponding entry from the Payments Made section. What I did : Recorded an advance payment to a vendor through Payments Made.
                                                                                                                • What is the best way to convert MSG file to Word format?

                                                                                                                  The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, Aryson
                                                                                                                • Address Typeahead Extension for Zoho Books

                                                                                                                  I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?
                                                                                                                • How to create a new Batch and update Stock via Inventory?

                                                                                                                  Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the
                                                                                                                • Zoho Projects : Task should auto-update to 'In Progress' if timer started

                                                                                                                  Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
                                                                                                                • Invoice template with sales tax totals

                                                                                                                  Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one
                                                                                                                • Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

                                                                                                                  Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time
                                                                                                                • Connection Not Secure (Certificate Mismatch) Error

                                                                                                                  Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin
                                                                                                                • Recording the Investment

                                                                                                                  Hello, - One Investor Invested to our company, So how do we record investment which we received in our bank in the Zoho books ? - How do we record if we provide shares to the investor in the Zoho books? Thanks
                                                                                                                • Export Invoices to XML file

                                                                                                                  Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                                                                                                • Client and Vendor portal at the same time

                                                                                                                  We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal
                                                                                                                • Integrate Multiple ZohoBooks organization with zoho projects

                                                                                                                  We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a
                                                                                                                • ZOHO CRM Button Integration

                                                                                                                  Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page
                                                                                                                • Ways to calculate the difference form two years or months

                                                                                                                  Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from
                                                                                                                • Zoho CRM strips whitespace in text fields

                                                                                                                  When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?
                                                                                                                • Next Page