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.