Integration
Manage integrated tools for the workspace: Login > Workspace Settings > Integration
The “Integration” tab within the “Workspace Settings” enables you to centrally connect your entire workspace (including all your projects) to your project management tools, communication software, and backend logger.
This means you don’t have to separately connect each BetterBugs.io project with your project tools. You can integrate them all in one go using the workspace-level integration.
You can also connect your project management tools at the project (BetterBugs.io) level using project level integration from Project Settings.
Here, we've covered workspace-level integration and steps for it.
Steps to integrate your project tool at the workspace level
Here's how it works:
This completes the integration.
All your BetterBugs.io projects within the workspace that you’re currently in are connected to your Jira tool. Now, you don’t have to connect each project separately with your Jira account.
You can follow the same steps as above for integrating other tools.
Excluding projects from the workspace level integration
You can also exclude a project(s) from the workspace-level integration.
Suppose you want to exclude some projects from your Jira tool that’s integrated at the workspace level. Here are the steps for it:
Now, the projects that you unselected would no longer be centrally connected to Jira.
Steps for removing workspace level integration
The steps to remove the workspace integration are super simple:
This instantly disconnects the tool from your entire workspace.
Workspace level automation
Whenever you connect BetterBugs.io with your project tool(s), you can also automate the report/session sharing action, both with the:
Workspace Level Integration
Here, let’s cover automation at the workspace level.
How it works
Once you connect your BetterBugs.io to your project tool at the workspace level, you can pre-configure values for the fields of that specific tool. So, whenever you create a bug report, you don’t have to populate the details manually for that connected tool.
Just create and upload the report to your BetterBugs.io project, and the report will instantly be auto-shared to the integrated project tool.
With one click, you’re good to go. No other steps are required. This means you don’t have to juggle tools or search for details about the project tool workspace to which the report has to be shared, saving you extra time, effort, and mouse and keyboard clicks.
How to use automation at the workspace level
Once you’ve connected a project tool at the workspace level (as described previously), the “Automate” option within the project tool card will activate.
For instance, if you’ve connected your workspace with the Linear app, here’s how the Linear card available in Workspace Settings > Integration > Connected looks when the “Automate” option is activated.
Steps to configure workspace-level automation
Let's set up automation for Linear that’s already integrated at the workspace level. Here are the steps:
Enter default field values
Add details for the available fields, such as Team, Project, Priority, Labels, and others.
These details would be used as defaults for every report you create and upload. For instance, if you are reporting only bugs for your projects, you can pre-configure the details for it, so you don’t have to fill in the details every time you report a bug to your project tool.
You can follow the same steps to configure automation for other project tools.
You can also Edit/Delete an existing automation.
Sharing report with the workspace level automation enabled: Linear Example
Once you’ve configured the automation for the workspace level (as described above), try creating and uploading a bug report with BetterBugs.io. Now, the pre-configured automation for Linear at the workspace level would auto-share that report with the pre-defined values set as defaults.
In the following demo, we created a report and uploaded it to the Nestify E-Comm project on BetterBugs.io, which has automation enabled with Linear at the workspace level. This auto-creates an issue in the Linear project.
It’s that simple and easy. Here’s what the flow looks like:
Capture an issue with BetterBugs.io
Take a screenshot, record a video, or get a 2-minute Rewind session with BetterBugs.io
You're good to go.
Override workspace level automation
You can also override the workspace-level automation for your project(s).
This enables you to decouple workspace-level automation and set up a dedicated or one-to-one automation for your BetterBugs.io project(s) and project tool(s) whenever required.
COMMON USE CASE — The override feature allows you to connect a specific BetterBugs.io project to another account/project for that project management tool.
For this,
First, you need to Override Workspace-level Integration
Then, Override Automation (with new default fields and values for project-level automation this time)
Here are the steps for them:
PART 1: Override Workspace-level Integration
Here’s how it works:
This disables the workspace-level integration and auto-connects the project tool at the project level.
PART 2: Override Automation
Next comes the override automation part. Here are the next steps following the above:
You’re good to go. You’ve just overridden the workspace-level automation with the project-level automation.
Restoring workspace-level automation
Disconnecting the project-level integration automatically restores both integration and automation to the workspace level (if it’s present for that workspace).
For this to work, from the Linear tool card in Project Settings > Integrations > Connected, just hit the “Disconnect” button and then “Confirm”.
Here’s how:
You’re good to go.
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