Getting Started Guide

Status and Workflow

Configure the Status settings like Open, Closed, Assigned, Resolved, Verified, Reopen and In Progress. In addition, you can add Custom Statuses so that you can customize, add, edit and delete your statuses.

Issue status

Each issue has a status, which indicates the development stage of the issue. The following are the default statuses

  1. Open - All issues which are posted newly will be assigned the Open status by default
  2. Analyzed - The issue is being Analyzed
  3. Closed - Resolved and Tested issues, fixes for which are brought into Runtime
  4. Analyzed - The issue is being Analyzed
  5. Assigned - The issue is assigned to a user
  6. Resolved - Issue is fixed and it is to be resolved. Once tested the issue can be moved to closed or reopened
  7. Verified - The issue is Verified by the tester and needs to be closed
  8. Reopen - Closed/to be tested issues failed are reopened. From reopened status the issue can be moved to InProgress or Resolved or Closed
  9. InProgress - The owner of the issue is working on the issue

You can modify the statuses as per your requirement. If you want to change the default status, Click the edit link corresponding to the status for which you want to set as a default one. Also you can add your own statuses using "Add Status" link present at the bottom. In addition, you can order it of your own choice using the drag-drop option. Furtheremore, you can delete the existing statuses (Default status cannot be deleted).

Status and Workflow

Add issue status

  1. Login as Project Portal Administrator
  2. Select the Bug Settings tab.
  3. Click Status & Workflow link
  4. Now click Add Status Link present at the bottom and this opens a add pop-up
  5. Type your status name and click Add button
Add Status

Edit / delete issue status

You can not edit the default statuses. You can edit your own issue statuses which was added by you.

  1. Click Edit link corresponds to the status details to be changed. The following screen gets displayed
  2. Modify the Status Name and click Update
  3. The Status details gets updated.
Edit Status

You can delete the status that are not required by you using the delete link next to the status.

Delete Status

In addition, you can reorder your status based on the workflow of your project using a drag and drop option

Reorder Status

Custom views

Create your own custom views for your bugs. Here's the required steps to follow:

  1. Go to Bugs tab. Click Views link. This opens Custom Views form
  2. Provide the criteria for your bugs
Custom view

Now make use of More Criteria option to add more criterias for your bugs.

Custom criteria

Before saving this view, you can preview the bugs based on the chosen criterias. click Save to save this custom view.

Save view

Go to bugs views and under Filter By option you can find the Custom Views. Select to view your custom view from the list.

Filter view

Related Topics

Modules | Buisness Rules

 

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