SharePoint bug tracking

So you have this SharePoint project you are working on… And as with any project, you need a bug tracker in order to communicate properly with the QAs and BAs in the company. What do you use? OnTime? Mantis? Bugzilla?

Why not SharePoint itself? It’s already (presumably) set up for you, users are familiar with it and you are only couple of steps away from setting up your own Issue Tracker.

To get it up and running, here is what you should do, step by step:
1. Open your SharePoint web site as admin

2. Click on ‘View All Site Content’ (usually top left) or open http://server:port/_layouts/viewlsts.aspx

3. Click on ‘Create’ to create a new list (shortcut: http://server:port/_layouts/create.aspx)

4. From the ‘Tracking’ column select ‘Issue Tracking’

5. Type in the name and description of the list where issues will be tracked

You may want to select ‘Yes’ on ‘Send e-mail when ownership is assigned’, to send emails to the users assigned to issues.

6. Click ‘Create’ button and your bug tracker is created. You should see a list with the name you have given on step 5. This is the tracker, open it. Click ‘New Item’ to see the default fields and their values you get.

7. Time to customize according to your needs. Go to the List Settings of your issue tracking list.

8. Scroll down to the Columns section. You will want to modify the highlighted columns – Issue Status, Priority and Category, for starter.

9. Click on any of them, let’s say ‘Issue Status’. Scroll down to the ‘Additional Column Settings’

You can now change the possible statuses your issues may have. For example, you may want to add ‘Acknowledged’, ‘Postponed’, ‘Invalid’, ‘Cannot fix’, etc… You may also change the default value or make the field required (a smart choice). When you are happy with your changes, click Ok.

10. Do the same for Category and Priority.

11. You can extend your tracker further, by adding extra columns. Let’s say, Product (as you may be working on different products at the same time) or Version (as your product may have many production versions). To do this, go to the Settings of the list again (as in step 7). Scroll down to columns and click Create Column.

12. Type in the name of your column and select its type. In this case, I will name it ‘Product Version’ and make it a dropdown list.

13. Make the column required (if you want to), specify the available choices and select the type of the control (dropdown, radio buttons or check boxes).

Then click Ok and you are all set.

14. Let’s test your bug tracker. Go to the list and create a new item

15. Fill all the fields you want to and click Ok. You have now logged a new Issue.

16. To customize your tracker further, you may want to create new Views, which sort and arrange the items in categories, assignees and what not

17. You may need to add users (give permissions) to the site or the list.

Now you have your own tracker, embedded in your SharePoint environment. Hope this was helpful!


5 Responses to SharePoint bug tracking

  1. fredfred says:

    Hi, thanks for your article. could I create a comment field which allow the user to attach docs or place the screen capture? Thanks,Alfred

  2. Hi Alfred,By the default, when you create a new "issue" item in your tracker list, there is an 'attach file' toolbar just below the 'ok' and 'cancel' buttons on top of the page.You can attach as many files to the item as you want.Please let me know if you can't find it, I will send you a screenshot.

  3. fredfred says:

    I see. Sorry, I overlook the button. Thanks for your great help.

  4. Régis says:

    I have tried this approach in the past, and I think it is not enough feature-rich. In particular I expect source control integration, like Jira or trac provide.

  5. Depends on the view point.You are right, it is as feature limited as the number of out-of-the-box SharePoint columns.But it is also as feature rich, as custom written fields can be, which is unlimited.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: