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.

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

  1. Navigate to Bug Settings and click Notification
    • You can enable or disable the notifications. Configured notifications are highlighted in green.
    • Also, click on the notifications to expand or collapse them. 
  2. Choose or create an email template for your emails.
  3. Select the required option under Notify to. You can notify an Assignee, Reporter, Project Owner, and Followers.
  4. Select email recipients.
  5. Click Save to send the notification mail.

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

Notification Helper

If you want to check whether you will get notifications when new changes are triggered in the bug event, then you definitely need a notification search tool to filter your needs. Notification helper will help you to ensure whether the user will receive email notifications on bug events or not.

Available: Premium and Enterprise plans.

Access privileges: Portal Owner, Admin, Manager, and User.

This new feature can help the Portal Owner, Admin, and Manager to enable notifications for users in the portal, and check whether the particular user will be notified or not for the relevant bug event. Whereas, the Users in the portal can check whether they will receive an email notification for the pertinent bug event.

Notification Helper for Portal Owner, Admin, and Manager

If you want to know, whether a particular user or client in your portal will receive bug event notification, just use the Notification Helper. To do this follow the steps mentioned below:

  1. Navigate toBug Settings.
  2. Click .
  3. Select Notification Helper to search for the particular user or client in your portal.
  4. Select the User, Bug, and Notification Event.
  5. Click Submit to check whether the user will get notifications when the specific bug event for the selected bug gets triggered.

Note:

Portal users can access the Notification Helper from the Bugs Edit page.

  • Select the bug and click and select Notification Helper.

Note:

  • Only Portal Owner, Admin, and Manager can assign users to receive event notifications
  • Notifications will not be sent for changes made by the user itself.

Configurations

You can set permissions, configure bug prefix and set up an email ID to receive bug related emails.

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.

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.

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 allow 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. Enter your custom email ID in Bug Email ID to forward the bugs.
  2. 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 emails, 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. Navigate to Settings in your Gmail account..
  2. Choose the Forwarding and POP/IMAP tab.
  3. Specify the generated Zoho Projects pop account ID under Forwarding.
  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.