Logging new bugs

• Create new bugs, set due dates, and add assignees to them easily.

• Set priorities such as critical, high, medium, and low.

• Attach screenshots or files along with the bug details filled in the form.

• Tag and collaborate with others in the comments once you submit a bug.

Finding duplicate bugs

• Bug creators may find duplicate bugs based on the bug summary entered.

• Add as a watcher to those existing bugs to track their status.

Multi-stage kanban board

• Collaborate seamlessly between teams using the kanban board with multiple stages such as New, Dev in progress, Resolved, etc.

• Mark tickets as closed, change assignees, modify due dates, and set different priorities directly from the board without having to traverse through the form.

• Get insights on the open bugs, bugs that are overdue, due today, etc, for the individual.

Projects

• Leads and managers can create projects to track bugs.

• Add members and sub-modules to the project. 

• Ability to edit projects as and when necessary.

• Archive projects when they are no longer needed. You can activate them anytime.

List view for leads and managers

• View the bugs associated with the project in a list view.

• Filter bugs based on the assignee, due date, priority, projects, etc.

• Get insights on the overall project’s open bugs, bugs that are overdue, due today, etc, on the home page.

• Ability to sort bugs, show/hide fields, track child issues as sub-items, and view bugs in the watchlist. 

Reports and charts for effective tracking

• Gain insights on the priority-wise distribution of bugs, status-based bug classification, duplicate bugs distribution, etc.

• Track the weekly bug count and the aging of bugs using charts.

Installation

Sign in to Kissflow, go to the Kissflow App Store, locate the app, and install it. 

After installation,

• On the app, click the Open button.

• You’ll be redirected to the application.

• To add users to the account, click your profile picture on the top-right corner of the page > Account administration > User management. Then, click Add a user button and enter the first and last name, as well as your email address. Select the User type and click Add. 

• To access the app, you must first provide a role to yourself and the users.

Assigning roles

Users must be assigned to their respective roles as part of the app configuration, and it needs to be done on the Roles page. Each user must be assigned to only one role. 

Alternatively, you can assign roles by following the below steps:

1. Click the More options button (...) located at the top-right corner of the app.

2. In the dropdown, click Share.

3. Under Roles, click Manager members to add a user to a specific role.

You can find the various app roles and its description below.

Roles and description

Project lead

• Leads and managers of software/technical projects are added to this role.

• Project leads can view all the bugs across projects, create new projects, add members to the projects, archive projects, and get reports on project bugs.

QA lead

• Quality Assurance leads from the engineering team are added to this role.

• QA leads can view all the bugs across projects, create new projects, add members to the projects, archive projects, and get reports on project bugs.

Customer support lead

• Leads and managers of customer support are added to this role.

• Customer support leads can view all the bugs across projects, create new projects, add members to the projects, archive projects, and get reports on project bugs.

Developer

• Developers who are part of the engineering team are added to this role.

• Developers will be able to work on the bugs assigned to them, create new bugs, and get user-specific data in reports.

Tester

• Testers who are part of the engineering team are added to this role.

• Testers will be able to work on the bugs assigned to them, create new bugs, and get user-specific data in reports.

Customer support agent

• Members of customer support are added to this role.

• Customer support agents will be able to create new bugs, work on the bugs assigned to them and get user-specific data in reports.

Initiator

• Any other members of the project other than the specified roles are added as an initiator.

• Initiators will be able to create new bugs, work on the bugs assigned to them and get user-specific data in reports.

Adding admins

The user who installs the app is the app's admin by default. Other users may be added as admins to the app by an admin.

To add an admin:

1. Click the More options button (...) located at the top-right corner of the app.

2. In the dropdown, click Share.

3. On the Share page, click the + Add developers button.

4. Add users or groups as developers and grant them Admin roles.

5. Click Add to submit.

Other required configurations

           Setting up the integrations

Once the roles are assigned, the app admin must enable all preconfigured integrations. 

How to turn on the integrations?

1. Click the More options button (...) located at the top-right corner of the app.

2. In the dropdown, click Manage integrations.

3. Go to Connections and click Connect for each integration to authenticate.

4. Navigate to All integrations and turn on all the integrations.