Teams List View | Online Help | Zoho BugTracker

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

  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 of the page.
  4. Enter a Team Name, add Team Users by selecting from the drop-down or by adding a new user.
  5. Select the Team Lead and associate the team to a project.
  6. Enter the Team Email Alias. Notifications will be sent to the email alias and not to individual users.
  7. Click Add.

Manage Team

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.

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  or right-click.
  4. Select Edit from the context menu.
  5. Make the necessary changes and 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  or right-click.
  4. Select Delete from the context menu.
  5. 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   or right-click.
  4. Select Clone from the context menu.
  5. Enter the Team Name, Team Email Alias and then click Add.

Associate 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. Click Add Team in the upper-right corner of the page.
  4. Enter the team details.
  5. Select the projects to associate the team from the Associate Projects drop-down.
  6. Enter the Team Email Alias.
  7. 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. Select List from the view drop-down.
  4. Hover over a team and click the Associated Projects column.
  5. Select the required project(s) from the drop-down.


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