Manage Issues
Import Issues
Zoho Projects allows you to import issues from other issue trackers into Zoho Projects. However, before importing into Zoho Projects, you must first export the data from the other issue tracking system in the desired file format and then import the file into Zoho Projects. The supported import file formats are CSV, XLS, and XLSX.
- Select a project from the Recent Projects section or from the Projects tab in the left navigation panel.
- Click on the Issues tab in the top band.
- Click
in the top-right corner and select Import Issues.
- Select the file format (XLS/XLSX or CSV).
- In the Select File field, click Drag or attach the file here and select the import file.
- Click Continue.
- Map List Of Default Fields with the Columns In Import File.
- A warning message is prompted if you select the same column value for more than one field.
- Select the desired date format.
- Click Import.
- A confirmation screen is displayed and you will be redirected to Issues.
Issues are displayed in the List view. You will also receive a notification email.
You can import files only in CSV, XLS, and XLSX format.
Export Issues
You can export issues to an xls or csv file and import them to another project.
- Select a project from the Recent Projects section or from the Projects tab in the left navigation panel.
- Click on the Issues tab in the top band.
- Click
- Select a Custom View to import.
- Select the file type in the Format field (XLS or CSV).
- Move fields from the Available box to Selected by hovering over a field, then clicking
.
- Remove fields from the Selected box by hovering over a field, then clicking
.
- Click Export.
- Click Yes on the pop-up if you want to encrypt the file. Otherwise, click No to download it without encryption.
- A download link will be displayed at the bottom-right corner of the screen once the download completes.
Issue Settings
- Click
in the top-right corner.
- Click Issue Settings to go to Issue Tracker Configuration.
Changesets
Integrate GitHub, Gitea, GitLab, or Bitbucket with Zoho Projects. Pushing commits will automatically update the corresponding issue in Zoho Projects, keeping your development and issue tracking in sync. Learn more.
View Changesets
- Navigate to your project, and click Issues in the top band.
- Click
in the top-right corner, then click Changesets.
If you specify a Issue ID while committing changes in Gitea, the commit message will be linked to that particular issue in Zoho Projects automatically.
Syntax: [#ISSUEID] followed by commit message.
Example: [#EPI19] fixed the memory leak issue. This will associate the changeset for the issue with ID EPI19.
To associate more than one issue, provide the ISSUE IDs separated by comma.
Example: [#EPI19,#EPI20] changed the DB name.
Example: [#EPI19,#EPI20] changed the DB name.
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