Getting Started Guide

Configurations and Notifications

You can configure parameters like email settings, notifications and client permissions to track bugs and set access privileges.

Notifications

Notification pattern allows you to notify the respective project users about the bug details. You can notify the assignee, reporter or selected resources in the project. You can set the default notification pattern for bugs.

notify-emailtemp

You can enable notification mails when a bug is created, assigned, closed, reopened, etc. 

  1. In Projects, select the required project, and click Bugs. Choose Bug Settings from the displayed option and in Automation, click Notification
    • You can enable or disable the notifications. Configured notifications are highlighted in green and the yet to be configured notifications are in grey. 
    • Also, click on the notifications to expand or collapse them. 
  2. In Email Template, choose or create an email template for your mails.
  3. In Notify to, select the required option. You can notify an Assignee, Reporter, Project Owner, and Followers.
  4. In Users, select your required mail recipients.
  5. In User Picklists, select the required picklist.
  6. Click Save to send the notification mail.

With Email Template, you can customize the notification mails to be sent. Learn More about Email Templates.

Configurations

Configuration allows you to add a bug prefix to every project, set the authorization rights for the clients, and  configure email settings.

In Projects, select the required project, and click Bugs. Choose Bug Settings from the displayed option and then choose Configuration.

Bugs prefix

You can add a common prefix for the bugs filed from a project. You may be working on multiple projects and it's confusing when you do not know to, which project a bug belongs to. Adding a prefix to the bugs filed from every project makes categorizing much easier.

In Bugs Prefix, you can add a prefix and configure the bugs.

bugs-prefix

Client permissions

Configure your client permissions and privileges. You can set the default client permissions to view the bugs for the selected project. And you can collaborate with your clients and work on the bugs.

In Client Permissions, select the required permissions for the selected project.

client-permissions

Note:

  • Bugs can be assigned to client users only when Assign external Bugs to client users is selected.

Email settings for bugs

Configure email settings, to forward bugs to Zoho Projects from your configured mail ID. Email settings allows you to configure an email account as a POP account. In addition, add "@pop.zohoprojects.com" ID as a forwarding address in your email account.

Configure your preferred email to forward bugs

  1. In Bugs, click the Bug Settings.
  2. In Configurations, specify your custom email ID in Bug Email ID to forward the bugs.
    email-settings
  3. Click Update to save the email settings. And it will automatically generate your Zoho Projects POP ID to configure in your custom email account.

Sync Zoho Projects pop account and your custom email settings

  1. In your custom email, select the settings icon.
  2. In the field that is used to forward mails, specify the generated Zoho Projects pop account ID (@pop.zohoprojects.com).
  3. A verification code will be filed as a bug in your Zoho Projects account. 
  4. Copy this code and configure in your custom email account settings to verify and sync your custom email and Zoho Projects pop account.
  5. Click Save.

After this configuration, any mail addressed to your custom email account will be filed as bugs in Zoho Projects.

As a sample we have configured Gmail and Zoho Projects.

  1. In Gmail, select the Settings icon at the top right corner.
  2. Choose the Forwarding and POP/IMAP tab.
    gmail-settings
  3. In Forwarding, specify the generated Zoho Projects pop account ID.
  4. A verification code will be filed as a bug in your Zoho Projects account.
  5. Copy this code and configure in your custom email account settings to verify and sync your custom email and Zoho Projects pop account.
  6. Click Save.

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