Teams Grid View | Online Help | Zoho BugTracker

Teams Grid View

Teams in Zoho BugTracker lets you group portal users to manage projects better. With it, you can create teams, assign a team lead, associate teams to projects, and handle team communications through a single email alias to notify team members about project updates.

Benefits:

  1. Filter by team in user filters.
  2. Team members get notified via email whenever the team is mentioned in feed or status.
  3. Use group or distribution email to receive notifications instead of individual emails.

Create a Team

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users and then click Teams.
  3. Click Add Team in the upper right corner.
  4. Enter the Team Name and add the team members from the list of portal users.
  5. Select a Team Lead from the Team Users.
  6. Associate a project and enter the Team Email Alias. Notifications will be sent to the email alias and not to individual users.
  7. Click Add.

Manage Teams

Once the team is created, it is important to manage the team according to the project's changing preferences. You can edit, delete and clone the team based on the project requirements.

  1. Click   on the Team tile and select
    • Open Details to access detailed information
    • Open Details in New Tab to access detailed information in a new tab.
    • Copy Link to your clipboard for sharing or quick access.
    • Edit, modify the details, associate or remove projects and then click Update.
    • Clone to create a Team with the same properties for reuse, name the team, enter the Team Email Alias and then click Add.
    • Delete and confirm your action to remove the team from the portal.
    • Copy Email to copy the email address to your clipboard.
     2. Alternatively, right click on the Team tile and access these options.
     3. Use to find specific Team quickly.
     4. Click on the Team to open the details page.

Edit Team Details

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users and then click Teams.
  3. Hover over any team and click    in the upper right corner.
  4. Select Edit from the context menu.
  5. Modify the details, associate or remove projects and then click Update.

Delete a Team

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users and then click Teams.
  3. Hover over any team and click  in the upper right corner.
  4. Select Delete from the context menu and confirm your action.

Clone a Team

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users and then click Teams.
  3. Hover over any team and click  in the upper right corner.
  4. Select Clone from the context menu and name the team.
  5. Enter the Team Email Alias and then click Add.

Associate Team to a Project

  1. Click Projects, select the required project, and then click Users in the top band.
  2. Select Teams and then click Create New Team in the upper right corner.
  3. Enter the Team Name and add the Team Users from the list of portal users.
  4. Select a Team Lead from the team members.
  5. Enter the Team Email Alias.
  6. Click  Add.

Associate Existing Team to a Project

  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to Manage Users and then click Teams.
  3. Hover over any team and click    in the upper right corner.
  4. Select Edit from the context menu.
  5. Navigate to Associate Projects.
  6. Search and select the required project from the drop-down.

Teams can be @ mentioned in  feed and  status. You can also search for teams in user filters.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Portal Users Grid View

                                                                                                                          Employees in your organization must be added as portal users before they are assigned to individual projects. Projects are accessible to users added to them. Portal Owners and Admins will have access to all projects in the portal. Add Portal Users ...
                                                                                                                        • Timesheet Grid View

                                                                                                                          Grid view displays the time logs for bugs within grids for the period selected. The Grid view displays date by Day, Week, and the Month. Grid view under the Timesheet module further supports two types of views: View by Module and View by User. View ...
                                                                                                                        • Client User Grid View

                                                                                                                          A company or organization for whom the projects are done, is called a client company E.g., Bowman Furniture's is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that project. ...
                                                                                                                        • Teams List View

                                                                                                                          Build your own team by grouping portal users. In the Teams List View, coordinate with your team members to manage your projects efficiently and effortlessly. Benefits Filter by team in user filters. Team members get notified via email whenever the ...
                                                                                                                        • Timesheet Calendar View

                                                                                                                          Calendar view displays time logs by month. The time logs for a given day are mentioned against the respective date. You can click on a date to view timesheets for that day. The last column displays the total time taken by week and finally by month. ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources