Issue Details | Online Help | Zoho Projects

Issue Details Page

The Issue Details page displays important information related to an issue. The information on this page can be updated. You can also add comments and attachments, provide resolutions, log hours, link other issues and tasks, view activity stream, follow issues, and move or clone the issue.

Access Issue Details 

Select a project from the Recent Projects section or from the Projects tab in the left navigation band.
  1. Click on the Issues tab in the top band.
  2. Click on an issue to open its details page.
  3. Click the issue's name at the top of the page to edit it.
  4. Use the following action icons to view information quickly:
    1.  jumps to the Comments section.
    2.  jumps to the Attachments section.
    3. callows you to view the escalation level.
    4.  shows information about the issue creation and last-updated times.
    5.   allows you to add followers to the issue.
    6.  allows you to view more options: Copy Link, Follow, Clone, Move, Delete, and Notification Helper (to check if a user will receive notifications for a particular trigger event). 
  5. Click the + next to Description to add a description.
  6. Edit fields in the Issue Information section. Click on a field to view options and make the necessary changes. The changes will be saved automatically.
    1. Associated Team: Identify the team(s) responsible for resolving the issue.
    2. Assignee: Assign an individual responsible for resolving the issue.
    3. Tags: Add keywords or labels for efficient search and filtering.
    4. Reminder: Set reminders to alert team members.
    5. Due Date: Specify the deadline for resolving the issue.
    6. Status: Indicate the current stage of the issue.
    7. Severity: Indicate the severity of the issue.
    8. Release Milestone: Identify the milestone in which the issue was resolved.
    9. Affected Milestone: Identify the milestone in which the issue was detected.
    10. Module: Display the module associated with the issue.
    11. Classification: Classify the issue to understand its type.
    12. Reproducible: Indicate the nature of being reproducible.
    13. Flag: Set the visibility of the issue to Internal or External.
  7. Scroll the issue details page to add additional information to the issue.
    1. Comments: Use the screen-grabber to share screenshots or the draw tool to highlight or obscure areas.
    2. Attachments: Attach and share screenshots using the screen-grabber. Attachments added in the Comments and Resolution section are shown here.
    3. Log Hours: Add the time you spent resolving the issue. You can also set the start and end time.
    4. Link Issue: You can link and classify related issues.
    5. Resolution: Use this option to resolve the issue. You can also add attachments and screenshots when resolving an issue.
    6. Tasks: Link related tasks to your issue. (Not applicable for stand-alone BugTracker subscriptions.)
    7. Status Timeline: Visually track the status of an issue. Depending on your preference, you can view the issue's status in either a timeline or a list view.
    8. Activities: View the history of the issue. The activities are listed chronologically.
    9. Changesets: View changesets here.
    10. ​Extensions: Click  to view extensions installed in your portal.

Move Issues

Issue can be moved from one project to another.
  1. Click  in the top right and then click Move.
  2. Select a project from the drop-down.
  3. Click Move.
The issue cannot be moved to another project if there are invoiced time logs.

Set Reminder

Issue reminders help when working towards a deadline. Reminders can be set based on due date or based on specific dates.

 Based on Due Date 

  1. Click on the reminder field in the Issue details page to open the options.
  2. Select the Based on Due Date radio button.
  3. Click on the Reminder Type field to view options.
    1. Daily: A reminder will be sent daily at the time you set. Set the Time and select users in the Notify Users field.
    2. On Due Date: A reminder will be sent on the due date at a time specified by you. Set the Time and select users in the Notify Users field.
    3. Days Before Due Date: A reminder will be sent on the due date at a time specified by you. Enter Days, set the Time, and select users in the Notify Users field.
  4. Click Set Reminder.

 Set Reminder On Specific Date

  1. Select the Specific Date radio button to set Reminder On Specific Date.
  2. Set the date in the Select Date field.
  3. Select users in the Notify Users field.
  4. Click Set Reminder.
You cannot set a reminder if:
  1. an issue is already past its due date
  2. no due date is set
  3. reminder date is earlier than the current date
  4. reminder date is the same as the current date
  5. current date and due date are the same
  6. no user is assigned to an issue
  7. an issue is moved to another project

Associate Tasks

Zoho Projects allows you to associate tasks to an issue so that it's easy to track and close the task, as well as the associated issue. While completing tasks, you can opt to enable or disable the alert message about the associated issue(s) in Org Settings.
  1. Scroll down to the bottom of the Issue Details page and then click Tasks.
  2. Click Associate Tasks.
  3. Type the existing tasks to search and select the task under Select Tasks.
  4. Click Associate Tasks to link the selected task to the issue. In addition, you can also link new tasks to the selected issue.
  5. Specify the new Task Name and then click enter/return on your keyboard.
You can click on the associated task to directly navigate to the task's details page, where you can click on the Issues tab to view the linked issues and vice versa.
You can dissociate the task from the issue if required. Hover over the linked task, click  and then click Dissociate.

Start Conversations Via Issue  

The Zoho Cliq extension allows you to start a chat from the Issue Details page. The user who reported the issue and the users assigned to resolve the issue are added as participants by default. Other users can be added to the conversation before you create the chat.
 
Benefits:
  1. Create a channel specific to the issue
  2. Streamline conversations
  3. Add concerned users automatically
  1. Click the chat icon  on the right of the Issues Details screen to start a discussion.
  2. Click New Conversation.
  3. The issue title is the default title for the conversation. It can be changed in the Title field.
  4. The issue owners and creators are the default participants. Other participants can be added to the Select Participants field.
  5. Add new participants before you start the discussion.
  6. Click Add.
  7. Click the chat to catch up on previous discussions.
  1. You can also delete or edit a conversation. To edit or delete a particular conversation hover over it, click  and select Edit or Delete

  1. Click the Link Issue tab to link start linking issues.
  2. Enter the issue title or issue ID in Select Issues to search and select the issue(s) to link.
  3. Select the desired option in Link Type.
The linked issues are displayed with a linked status symbol in the issue list view.
Link Name
Description
Blocks
Indicates that you cannot close a blocked issue without closing the issue that is blocking it. This clause is applicable only for issues that are linked to the link type as blocks.
Example: If issue A is linked to issue B using 'blocks' association, then issue A must be closed before issue B is closed.
Depends on
Indicates that you cannot close a dependent issue without closing the issue that it depends on. This clause is applicable only for issues that are linked to the link type as: depends on.
Example : If issue A is linked to issue B, using 'depends' association, then issue B must be closed before issue A is closed.
Is related to
Indicates that you can associate issues that are related based on some criteria. It does not restrict the closing of issues.
Is duplicate of
Indicates that you can associate one or more issues logged for the same problem as duplicates. However, closing one issue does not close its duplicates.
Is clone of
Indicates that you can clone and associate issues.
Example: If you create issue B by cloning issue A, then issue B is associated as a clone of issue A.

Edit and Dissociate Issue

  1. Click any field corresponding to the Issue to edit inline.
  2. Hover over the linked Issue, click  and then click Dissociate.
  1. Click    in the top navigation panel.
  2. Navigate to Issue Tracker > Link Issues.
  3. Hover over the Actions column to enable or disable the issue link.
You can link issues with only one type of link such as blocks or depends on, e.t.c.
You can link a maximum of only 10 issues.
When two or more issues are linked as duplicates, then closure of one issue does not close its duplicate issue(s).



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