Create a tracker

Create a tracker whenever you need to report and track bugs, feature requests, support requests, or any other type of issue where ownership, status, and activity must be managed.

Individual tracker entries are referred to as tracker artifacts. A tracker is a set of tracker items with a common purpose, such as bug reports, feature requests, or tasks.
  1. Click Project Admin in the project navigation bar.
  2. Click Tracker Settings.
  3. Click Create.
  4. On the Create Tracker page, provide a name and description for the tracker.
    Tip: Descriptions help users learn how best to provide the information you want from them. To maximize your chances of getting useful data, make your description as informative as you can.
  5. Select an icon that suggests the type of work the tracker is handling. This icon will appear with any artifact in this tracker, wherever it is viewed on the site. For example, if someone brings an artifact from this tracker into a planning folder, users of the planning folder can glance at the artifact's icon to see where it comes from.
  6. Select the relevant unit from the Display Effort in field. The units displayed here are configured based on the size of the artifacts in the tracker. Eg. Select the unit as Hours for a tracker of small defects, Days for a tracker of tasks, and Weeks for a tracker of epics.
    Note: Configure the units at the project level and not at the planning folder level.
  7. Click Create. The new tracker appears at the bottom of your list of trackers.
  8. If necessary, drag the tracker to a place in your tracker list that makes sense. The order you set here controls the order of every tracker list in your project.
  9. You'll probably need some custom fields to capture information that's specific to your project. See Create your own tracker fields.
  10. To speed up the team's work, you may want to set up some rules for automatically reassigning artifacts when their contents change. See Create a tracker workflow.
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.