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

                                                                                                                • Changing settings for auto logoff

                                                                                                                  I've noticed that when I haven't used Cliq for a while, I have to re-enter my password. That is really clumsy, especially if you have a complicated password. Because it won't be filled in automatically. Is there a way to change that behaviour? We are
                                                                                                                • A few Issues when using "Pay Bill via Check"

                                                                                                                  We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstanding
                                                                                                                • Prevent tracking users from specific countries

                                                                                                                  Currently, I’m receiving many bot visits from the United States and Malaysia. I would like these visits not to be recorded in SalesIQ. I already enabled the option to exclude traffic from cloud service providers, but I’m still receiving bot visits. Ideally,
                                                                                                                • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

                                                                                                                  Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
                                                                                                                • Edit Project Number?

                                                                                                                  Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like
                                                                                                                • Download pricebook products & details - not just pricebook creation date & name

                                                                                                                  We're looking to download a copy of a pricebook and its associated products & book prices (as we have several offices in different countries selling the same products), however, when using the export feature under Data administration it only gives me
                                                                                                                • 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

                                                                                                                  Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I
                                                                                                                • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

                                                                                                                  Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A
                                                                                                                • Assign Meeting in records

                                                                                                                  It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to
                                                                                                                • Allow Global Admin to access/edit all forms without changing owners

                                                                                                                  Hi there, Please consider adding a feature where the Global Admin of the account an automatically access/edit any form in the Company Account. I'm the Global Admin on our Zoho One plan, and we have multiple users that use/create forms. But for me to access
                                                                                                                • ERROR: "Please enter a valid Phone"

                                                                                                                  WHAT IS THE PHONE FORMAT? There is nothing ANYWHERE to define the format. At least the error should either show the correct format or provide a link to the help file I enter a valid phone number in as many formats as I can think of and none of them allow me to save the number to CRM Nothing works! No matter what format I enter I keep getting a red error "Please enter a valid Phone" The international format for MY mobile is +61414652366 (or +61 414 652 366) Local format is 0414652366 I call all over
                                                                                                                • Introducing Zoho Sprints 3.0

                                                                                                                  Zoho Sprints is consistently evolving in steady increments. The introduction of the latest version, with its enterprise level solutions, brings to you advanced capabilities that propel your agile efforts in the right direction. Here's a quick glimpse
                                                                                                                • Customize Sign-out Button

                                                                                                                  Are there some url parameters I can use to make a form button sign-out the user from the app? The sign-out link on the top right is small. Here's and example of the url for the top right sign-out: https://creator.zoho.com/logoutpage.jsp?sharedBy=niskypto&appID=212085000006568003&appLinkName=MYAPP&signOutUrl=niskypto/MYAPP/view-login/SOMEPAGE Note: In my account, the sign-out is set to redirect users to my website. Can I also override this with some url parameters? John M. Whitney
                                                                                                                • Please can the open tasks be shown in each customer account at the top.

                                                                                                                  Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
                                                                                                                • Tip #65 - Exploring Technician Console: Short Keys - 'Insider Insights'

                                                                                                                  Hello Zoho Assist Community! Have you ever been in the middle of a remote support session, trying to pass a key combination onto the remote machine, only to find it's reflecting on the technician's computer. The Short Keys feature in Zoho Assist is here
                                                                                                                • Reading from and writing to Zoho Projects Custom Module with Deluge

                                                                                                                  Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.
                                                                                                                • Disappointment with Zoho Payments

                                                                                                                  Dear Gowdhaman, I am writing to inform you that I am removing Zoho Payments from my website. I cannot continue to disappoint my customers due to the lack of UPI support, as has been the case with my experience so far. Please note that the 0.5% transaction
                                                                                                                • Evolução do modelo de ambientes: Dev, Homologação e Produção com pacotes versionados

                                                                                                                  Hoje o Zoho CRM já oferece Sandbox, o que é um avanço importante para organizações que trabalham com customizações mais complexas. No entanto, na prática, o modelo atual ainda apresenta limitações significativas quando múltiplas equipes ou consultorias
                                                                                                                • Permissões granulares por usuário além do modelo baseado exclusivamente em perfis

                                                                                                                  Atualmente, o modelo de segurança do Zoho CRM é fortemente baseado em perfis. Embora funcional, esse modelo apresenta limitações quando equipes possuem variações individuais de acesso dentro do mesmo grupo operacional. Em cenários reais, é comum que usuários
                                                                                                                • Add or update lookup field values during Blueprint transition

                                                                                                                  Hello everyone, During blueprint transition users can add or modify the value of a lookup field. For instance, if the Tickets module includes a lookup field that connects it to records in the Assets module, agents can link the ticket to the correct asset
                                                                                                                • Can you limit SEO penalties by delaying the appearance of a pop-up?

                                                                                                                  Google is not keen on pop-ups and has got even less keen on them with the new Core Web Vitals updates. But I like using pop-ups. If you delay the pop-up so it only appears 10 seconds after the page loads, do you avoid Google’s penalties? 
                                                                                                                • Adding bank details to the contact through API

                                                                                                                  How to add bank-related information to the contact while creating it using API? The account number needs to be encrypted before sending it through API but not sure how to encrypt and get those values. Please guide me in this.
                                                                                                                • Restrict Payment Methods

                                                                                                                  Allow us to restrict certain payment methods specific for each customer.
                                                                                                                • Clone Banking Transaction

                                                                                                                  Why is there no option to CLONE a Transaction in the Banking module?? I often clone Expenses (for similar expense transactions each month) so I would also like to clone Income transactions. But there is no option in Banking to clone an existing Income
                                                                                                                • PDF limit

                                                                                                                  Hello everyone, We have received an e-mail that we have reached our PDF limit. (see screenshot) However, I cannot find any reference to a PDF limit in our tariff plan (Premium). (see screenshot). What is the maximum number of PDFs that can be generated
                                                                                                                • How can I see content of system generated mails from zBooks?

                                                                                                                  System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                                                                                                • Credit Card Pre-Authorization with later Capture/Settlement

                                                                                                                  We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping hole
                                                                                                                • Accessibility in Zoho CRM: Not just a feature—a way to empower

                                                                                                                  For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that
                                                                                                                • Automation Series #1: Round Robin vs Direct Assignment in Zoho Desk

                                                                                                                  Direct Assignment vs Round Robin: Choosing the right routing method in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused
                                                                                                                • Invalid tax authority ID.

                                                                                                                  How do I correct this ?
                                                                                                                • Pay Pal Paylater button

                                                                                                                  I am testing the paypal setup to have my customers pay invoices with paypal and credit cards. But it seems to have two options. Paypal and Pay later. I don't want my customers access to pay later feature. How can I turn that part off.. My other integration
                                                                                                                • Zoho Workshops are coming to the Netherlands - Join us on 14-16 April in Amsterdam!

                                                                                                                  Dear Zoho Community Members, After succesful recent editions in the UK and Scandinavia, we’re pleased to invite you to the upcoming Zoho Benelux Workshop 2026, taking place 14–16 April 2026 in Amsterdam. This three-day, in-person event at the Park Plaza
                                                                                                                • How to install Widget in inventory module

                                                                                                                  Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
                                                                                                                • Sub form auto field population based on parent form

                                                                                                                  I have a parent form called "Sites" with a text field called "Site". I have a subform called "Design Comments" (actual form name "Review Comments") with a lookup field name "Sites1" that looks up from the Sites form. I want the Sites1 lookup field to
                                                                                                                • Building Toppings #7 - Using schedules and workflow functions

                                                                                                                  Hello Biginners, In our previous forum post, we explored install and uninstall actions and learned how to trigger custom logic the moment a topping is added or removed from an organization. In this post, we'll look at how to automate actions during regular,
                                                                                                                • Simplify scripting with Zia assistant bot

                                                                                                                  Hello everyone, Building automation using Deluge custom functions gives users flexibility and control. Traditionally, creating these functions required writing scripts, testing the logic, and validating the configuration before using it. With Zia assistant
                                                                                                                • Zoho Sprints iOS app update: Global view, screen capture control, file encryption, tags enhancement

                                                                                                                  Hello everyone! We are excited to introduce new features in the latest version(v2.1) of the Zoho Sprints iOS app update. Let’s take a quick look at what’s new. 1. Global view Global view brings all your project items into one centralised space. You can
                                                                                                                • Resource Management System built using Zoho CRM, Creator, Projects, and People:

                                                                                                                  In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goes
                                                                                                                • Request to Remove LinkedIn Verification from My Emai

                                                                                                                  I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed
                                                                                                                • Pin multiple columns and adjust column widths in CRM subforms

                                                                                                                  Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
                                                                                                                • Next Page