How do I configure status and workflow for my issue tracker?
- Navigate to
> Customization > Layouts and Fields > Issues > Fields.
- Open an existing layout or create a new layout.
- Click
on the right-side of Status & Workflow.
- Change the default status for an issue under Set Default Status section.
-
Click the +Add Status link to create a new issue status.
A new status will fall under either Open or Closed status types.
Default Status can't be deleted and there should be at-least one open & one closed status.
- Enter a status name.
-
Click
to the left of the status name to assign a color. Pick any color from the palette that matches the status name and type.
- Define a Workflow by selecting the next available status. The workflow determines the next available status as specified in the box.
- Click Done and then click Apply changes to add the Status.
- Open - All issues which are posted newly will be assigned to the Open status by default.
- In progress - All the issues that are under progress.
- To be tested - All the issues that are to be tested.
- Closed - All the issues that are resolved and tested.
- Reopen - All the issues that are reopened from the closed status. The issues that are in the reopen status can be moved to the In progress or Resolved or Closed status.
You can modify the status as per your requirement. In addition, you can reorder the status using the drag and drop option. Further, you can delete the existing statuses too (Default status cannot be deleted). Learn more.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Issue Tracker
Is it possible to rename the issues tab and issues icon? Yes, you can rename your issues tab and icon. To do this: Click in the top navigation band. Navigate to Portal Configuration > Configuration > Rename Module tab. Enter the name to be displayed ...Issue Tracker in Zoho Projects
The Issue Tracker module allows you to configure, and track issues within Zoho Projects. You can customize the issue tracking process and automate them by creating Business Rules. Use case Software development/ IT: You work in a software development ...Email Templates For Issue Notifications
Communication plays a significant role in project management. Emails have become handy in the business world to communicate effectively. Zoho Projects very well understands this fact and it provides Email Templates to customize the automated emails ...Web To Issue Form
Capturing issues from various sources can help users stay on top of them. Clients can report issues from their websites with the simple to use Web to Issue Form. The form can be embedded on their business website and capture all the information ...Issue Kanban View
Kanban cards are an easy and dynamic way to visualize your issue workflow. In the Kanban view, issues are arranged on Kanban boards, with each board representing either Status (the default and custom status created for the issue), Severity (the ...