Types

Use

The Type field allows specifying the type of the record (is it "bug", "ticket", "defect", "issue", "enhancement" or any other type you create).

Types are complex entities, i.e. they can include Type-specific Categories and Phases to facilitate records classification.

Types are global, which means that they are created at the system level and can be employed in any project.

Path

Admin tab – Management area – Types link

Procedure

To create a type:

• Click the Add Type button at the top of the types list.

• In the Name field, enter the name of a new type.

• Click the Save button to save the new type or the Cancel button to close the form without saving.

To edit a type:

• Click the Edit icon next to the necessary type in the list.

• On the displayed page, edit type name.

• Click the Save button to save your changes or the Cancel button to discard them.

To delete a type:

• Click the Delete icon next to the type to be deleted.

• On the displayed page, select the type that will be assigned to records instead of the deleted type.

• Click the Delete button and confirm deletion in the opened dialog box.

To maintain type-specific categories, click the Categories icon next to the appropriate type:

• To create a new type-specific category, click the Add Category button next to the name of the necessary record type, enter a new category title in the Name field. Click the Save button to save the new category or the Cancel button to close the form without saving.

• To edit a type-specific category, click the Edit icon next to the necessary type category in the list. On the displayed page, edit category name and click the Save button to save the change or the Cancel button to discard changes.

• To delete a type-specific category, click the Delete icon next to the category title to be deleted, select the category to which all bugs, belonging to the deleted category should be transferred, click the Delete button and confirm deletion in the dialog box that will be opened.

To maintain type’s phases, click the Phases icon in the corresponding line of the types list. Type-specific phases are maintained in the same way as type-specific categories (see above).

Next: Categories