Projects
Zoho Quartz for Partners is currently in its beta phase and available on an on-demand basis. Interested Zoho Partners can request early access by sending an email to quartz-support@zohocorp.com.
In a Nutshell
A Project in Quartz refers to a distinct entity which either manages specific customer or handles relevant functions(like Support). The Projects section allows partners to organize feedback and issues efficiently by categorizing them based on different projects. This streamlines the process of managing customer feedback and internal bug reports. Each project has its unique recording page whose URL has to be shared with the concerned customers to gather feedback.
Availability
This feature is available across all DCs(US, EU, IN, AU, CN, JP, SA, and CA)
Overview
In Zoho Quartz, Projects are essential organizational units that allow partners to efficiently categorize feedback by creating distinct projects for customer support and internal quality assurance. Partners can create as many projects as per their requirements. By grouping feedback by project and adding users to it, partners can handle large volumes of submissions from customers more effectively.
Working with Projects
Adding a Project
To add a new project
- Click the Add Project button under the Projects section.
- You will then be prompted to enter a name and choose the project type. This can either be Customer Support (for external feedback) and Internal QA(for internal bug sharing).
- After making your selection, click Add to create the project.
Project Listing page
In this page, all the Projects created in your workspace will be listed along with the necessary information (like Project Name, Number of Users, Project Type, Created By, and Created Date)
This page also provides you with the ability to filter projects using various criteria. You can search for a project by its name or narrow it down using the email address of the creator. Additionally, you have the option to filter by project type. Choose the relevant criteria and click Apply.
Project Details page
Clicking on any project will take you to the Project Details page. On this page, you'll find the unique recording page URL for the project below the Name of the project.
This page is further segregated into two tabs: Users and Preferences.
Users
In the Users tab, you can add your internal users or employees to this project by clicking the Add Users button. Once added, these users will have access to all the feedback that this project receives. You can also implement roles-based access control by assigning users either Admin or Member permissions. Admins will have both read and write permissions within the Project, while members will only have read permissions.
Additionally, you can bulk import users for efficient management.
In the user listing section, users are displayed with the basic details like Name, Email Address, Project Role, and Status).
You can filter users using the filter option. Search for a user by name or narrow it down using the email address. You also have the option to filter by user type (Member or Admin) or status (Active or Inactive).
Preferences
In the Preferences tab, you can view and manage essential information, including:
- Name - The official name of the project. To update the name, simply start typing in the field.
- Project Link Name - The link name for the project.
- Recording Page URL - The unique URL for accessing the project's recording page.
- API Key - The unique API key for this project.
- Retention period - This allows you to choose how long feedback will be retained before being moved to the Trash. The default option is Follow Workspace Setting, which adheres to the settings specified under the Settings section. You can also select a custom option from five choices - 1, 2, 3, 6 and indefinite.
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