Create Projects for your Bugs

Create Projects for Bugs

You can group multiple projects and view them based on their classification. In Projects, you can view projects based on RECENT PROJECTS, ACTIVE PROJECTS (Projects and their groups) and All Projects ( Projects that are not associated with any groups). You can click on any desired project to access its Dashboard, Bugs, Forums, Timesheet, Documents, and Users.

Create a new project

You can create a new project and associate it to a project group. You can associate a project group only if you are the project Manager or if you have Admin rights.

To create a new project:

  1. In HOME section, click Projects.
  2. Click New Project.
    Project-newproject
  3. In Project Name, specify the project name.
  4. In Choose a Template, choose a template.
    • If you create a project from an existing project template, the Project Start Date option is enabled.
  5. In Project Start Date, select a project start date.
  6. In Project Overview, specify a brief summary about the project.
  7. In Owner, select the project owner.
  8. In Group Name, select a project group to associate the project. You can select a project group only if you are the project Manager or the Admin.
    • If required, hover over Group Name, and then click Add New Group to create a new project group. You can create a new group only if you are the Admin.
    Add-new-group
  9. In Project access, indicate the project access privileges.
  10. Click Add Project, to add a new project.

Edit a project

You can edit an existing project and change its project group, if required.

To edit a project:

  1. In HOME section, click Projects.
  2. In Projects, hover over the desired project, click Action menu and then click Edit Project.
    Edit-project
  3. In Edit Project, modify other project details if required.
  4. In Group Name, select the new group to associate the project.
    • You can change project groups only if you are the project Manager.
  5. Click Update, to update the project details.

Delete a project

To delete a project:

  1. In HOME section, click Projects.
  2. In Projects, hover over the desired project, click Action menu and then click Delete Project.
    Edit-project
  3. A warning message about deleting the project is displayed.
  4. Click OK to delete the project.

Activate / Delete an archived project

You can edit and activate an archived project or delete based on your project requirement.

To activate an archived project:

  1. In ADMIN section, click Archived Projects.
  2. Hover over the desired project, click Action menu and then click Edit Project.
    archived-actionmenu
  3. In Project Status, select Active.
    archived-active
  4. Click Update to activate the project.

To delete an archived project:

  1. In ADMIN section, click Archived Projects.
  2. Hover over the desired project, click Action menu and then click Delete Project.
    archived-actionmenu
  3. A warning message about deleting the archived project is displayed.
    Delete-warning
  4. Click OK to delete the archived project.

Import bugs into projects

You can import files only in CSV (Comma Separated Values) format.

To import bugs:

  1. In HOME, click Projects.
  2. In Projects list view, click Import Bugs.
  3. Click Choose File and select the file to import in to bug tracker.
  4. In Select Project Name, select the desired project to import the bugs.
  5. Click Continue.
    Import-wizard
  6. In Import Bugs Wizard, in Default Fields tab, map List of fields in bugtracker and Columns in CSV file.
    • A warning message is prompted, if you select the same column value for more than one field.
      import-error
  7. In Custom Fields, select the desired fields.
  8. In Select date Format, select the desired date format.
  9. Click Continue to confirm the file import.
    import-confirm
  10. Click Import to import the file.

Projects by Client

In Projects by Client, you can view the client projects associated with client groups and other projects associated with the organization. However, to add a client group, you can add clients only from All Users.
You can add a new project, edit and delete projects in Projects by Client view.

Projects-byclient

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