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Jackal Software Pty Ltd

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BugAware v6.0
Bug Tracking Software User Guide

Jackal Software Pty Ltd
www.bugaware.com

User Guide Contents

3. Using BugAware

3.1 Login

Open your internet web browser and navigate to your Companie's BugAware Intranet page.
Enter your email address and password and click the Login button.

Login to BugAware

Once you have logged into BugAware you will only need to login again if you logout of BugAware. BugAware uses cookies to remember who you are, so you will be automatically logged in the next time you visit the BugAware home page.

3.2 Tasks

a. Creating Tasks

Click on the [New Task] menu option. Read the inline instructions carefully and follow the steps to create a new task. When a system or component is selected, the screen is refreshed with the versions and any custom fields that are associated. The version list is sorted and based on the versions of existing tasks in the database. The custom fields are displayed dynamically in the order defined in the System Administration screen against the selected system or component that the task is being created under. If you wish to attach files to a task, click on the save and edit button to save the task, then add the file attachments from the edit task screen.

b. Editing Tasks

The Edit Task screen allows you to update the details of a given task. You can modify the "task urgency" if you created the task, status if you are the task owner, add stakeholders, reassign the task, and add to or view the attached discussion thread. Users can attach files by clicking on the Add button under File Attachments. Tasks can also be copied from the task edit screen, the "Clone Task" button prepopulates the New Task screen with the current task details.

Task owners can record their time spent in the effort column. The time recorded can be reported on and even totaled in the reporting system. The Effort column is an optional field and can be disabled by editing the default fields against a given system or component.

Tasks can also be linked to other tasks by simply typing in the task number and adding it as a related link.

Administrators are be able to unlock and edit fields against any task in the system by clicking on the padlock icon in the top right hand corner of the task edit screen. The padlock feature is only available to users with administration privileges.

c. My Tasks

The tasks in our Bug Tracking Software can be displayed in two main views. My Tasks displays the tasks assigned to you, and Assigned Tasks displays the tasks you have created or those in which you are a stakeholder. Tasks can be sorted by clicking on the headings above each column. The sort order alternates between ascending to descending each time you click on the column heading. Clicking on the Default Sort label resets the sort order to the system default, which is most critical, most recent tasks.

To edit or view the details of a task, click on the name of the task in the Issue column. You can view the details of the users related to the task by hovering over the name of that user. Click on the user name to send an email to that user. If you are a stakeholder of a task, the status list box is disabled. Stakeholders can only contribute to the discussion thread of a task.

Bug tracking software task list

#: The unique task identifier.
Issue: Name of the task and a hyperlink to the task detail.
Status: Current status of the task. The task status can be quickly changed from this screen by selecting the status from the drop down list.
Type: The system, component, type and time the task was created.
From: The user who created the task.
For: The user responsible for the task. The For column is only displayed when searching tasks, or viewing tasks in the Team Task view.

d. Task Search

The task search screen gives users the option to display task results based on several search criteria.
Users with the search all tasks flag set on their user record can search across the entire database. For users without that option selected, Task Search allows them to search through tasks allocated to their 'team'. That is, any task that is assigned to any other user sharing the same Manager. Users can also search on any task assigned to a system that they are the 'owner' of and tasks that belong to any Knowledge Base system. To display your current search click on the search radio button. To view and modify your Search attributes, click on the [Search Tasks] hyperlink.

Search tasks in our bug tracking software

The task search screen allows you to search on each attribute of a task including any custom fields defined for the systems or components of a task. To multi select items in the drop down lists, simply hold down the Ctrl key when selecting items.

Users are treated as stakeholders for any task that they do not have direct control over. For example a task assigned to a team member from another team. Users can view and add comments to these types of tasks, but cannot alter any other attributes.
The bug tracking software search screen is tightly integrated with the reporting system. Reports are simply just a render of the current list of tasks displayed. By saving your search parameters, you can easily generate any dynamic report that you wish by simply executing the search, and clicking on the report radio button.


To save a search, simply enter a seach name into the Save Search text field. Saved searches can be quickly loaded at any time by selecting the search from the drop down list located at the top left of the screen. You can delete a saved search by clicking on the [Remove] link in the search screen.
You can also determine the order in which your search results are displayed by choosing an option from the Sort by and Sort order drop down lists. These options represent the same sorting achieved by clicking on the column headers in task screen.

e. Team Tasks

Team tasks are available to users with the role of Manager. The functionality of this screen is identical to My Tasks but displays the tasks of the Manager's team members. Users associated with the a Manager are separated by a line in the Team tasks screen. Team Managers can also change the attributes of a task such as status and urgency that are normally only modifiable by the task owner/creator.

f. Task History

When a task's status is "closed" it is archived and stored in the Task History. Tasks in this screen will only have a status of closed, or a status with the TC (treat as closed) flag set. Task scan be reopened or deleted from this screen. Tasks can only be permanently deleted by changing the status to Delete from within the Task History view. Files associated with a deleted task will also be deleted from the data directory.

g. Sorting Tasks

The task column headings sort the tasks as follows:
My Tasks: urgency, timestamp
Assigned Tasks: first name, urgency, timestamp
Issue: task name
Status: status, timestamp
Type: system, type, timestamp
From/For: first name, urgency, timestamp

3.3 Generating Reports

To display a report in a printable format simply click on the Create Report button located above your task list. You can view both the data and the statistics of your current task view and toggle whether you want the report displayed in a tabulated grid. Saved searches can also be loaded directly into the Report view by selecting the saved search from the Load Search dropdown.

Create printable and exportable task reports

BugAware Reports are customizable. By Choosing the Customize radio button, you can configure which columns are displayed, define the label for that column, whether you want the result in bold and whether or not statistics are generated. The Effort and custom fields columns also have the option of being totaled in the report. If the report is sorted by User, the totals will be calcuated per user. You can associate the report customization at the system level or with any existing saved search.

Report data can be exported to a CSV file by clicking on the Export button. You can then use this file in a spreadsheet software package. Reports can be also be printed. By clicking on the Print button the report will be rendered without a header making it suitable to print.

System Administrators can quickly load the tasks for a given user, or display the team associated with a manager by selecting the user from a list box rendered at the top of the screen. Team managers also have this functionality, restricted to their team members only.

3.4 Account

Users can modify their own user Account record. The interface is the same as the System Administration Manage User screen except for a few differences. A user cannot change their role or manager, and a password confirmation security feature is included, forcing a user to verify their password when changing it.

User Account Details

Task Display: Your default display can show My Tasks, which are tasks assigned to you, Assigned Tasks which are tasks assigned to others in which you are a creator/stakeholder, or both side by side.
Team Display: Same as Task Display, for your Team View
Default Search: You can select a saved search to run by default as your My Tasks display.
Saved Search Output: You can specify whether searches authomatically generate a report when run.
Default Report Output: You can specify whether reports include statistics by default.
Default to Support Queue: You can specify whether you want to display the support queue when clicking on My Tasks by default.
Site Index: You can specify whether the side navigation is displayed.
Receive BugAware Alerts: You can disable email alerts if you do not wish to receive them.
Receive Daily Alerts: You can disable daily summary alerts if you do not wish to receive them.

3.5 Email Alerts

Email alerts are sent when new tasks are created or existing tasks are modified. Related users and stakeholders are notified and Managers are notified only of new tasks and changes to status or urgency.

Receive email alerts to notify users of task creation and change

a. Daily Alerts

The Daily Alert is fired from a scheduled task that needs to be created during installation. The dailymail.vbs sends all users a summary of their most critical tasks. Managers also receive a summary of the most import tasks currently allocated to their team.

If you require additional information or technical support please contact us



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