Integration

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:

Steps for Workspace Level Integration: Jira Example

1

Getting Started

Login to your BetterBugs.io account and navigate to Workspace Settings > Integration

2

Select Your Project Tool

From the "Integration" tab, select the tool that you want to connect (project management, communication, logger). For instance, let’s connect “Jira” at the workspace level.

3

Connect

Go to the “Jira” option and hit “Connect”

4

Authorize BetterBugs.io

Next, hit the “Accept” button down below to authorize BetterBugs.io for your Jira project

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:

Exclude Project(s) from the Workspace Level Integration: Jira Example

1

Open the Integration Tab from Workspace Settings

In your BetterBugs.io dashboard, open the workspace and navigate to Workspace Settings > Integration

2

Open the Connected Tool Options

Click on the "Connected" tab. From the Jira (that’s integrated at the workspace level) card, click the three dots (∙∙∙) from the top right.

3

Exclude Projects

Click “Exclude Projects”

4

Unselect the Project(s) to Exclude

Unselect the project(s) that you want to exclude from the workspace-level integration. Here, let’s unselect the “QTech” and "Innovex Labs" projects to prevent connecting them centrally at the workspace level.

5

Save Preferences

Hit “Continue” and you’re good to go.

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:

Steps for Removing Workspace Level Integration: Jira Example

1

Open the Integration Tab

Go to Workspace Settings > Integration > Connected

2

Select the Connected Tool

From below, find the workspace integrated tool that you want to disconnect. Here, it's Jira that's connected at the workspace level.

3

Disconnect

Hit “Disconnect” and then “Confirm”

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

• Project 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 activates.

Workspace Level Automation Button: Linear Example

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:

Steps to Configure Workspace Level Automation: Linear Example

1

Getting Started

Login to your BetterBugs.io account and go to Workspace Settings > Integration > Connected > Linear

2

Enable Automation

Click on the “Automate” button. This fetches the Linear template with the available fields for automation.

3

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.

4

Automate

Finally, click “Automate” and you’re good to go.

You can follow the same steps to configure automation for other project tools.

You can also Edit/Delete an existing automation.

Edit/Delete Automation: Workspace Level: Linear Example

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:

Workspace Level Automation in Action: Linear Example

1

Capture an Issue with BetterBugs.io

Take a screenshot, record a video, or get a 2-minute Rewind session with BetterBugs.io

2

Enter Issue Details

Add title and other report details

3

Upload Report

Hit “Upload Bug Details” from the bottom right. This creates a new session and opens it in a new tab.

4

Check for Successful Automation

To check if the automation worked, hit refresh, and click the “Comments/Activities” tab from the bottom right. You should see a Linear issue getting created automatically.

5

Open Linear Issue from the Report

Click on the Linear task to open your Linear dashboard.

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.

Overriding the workspace-level integration automatically integrates that tool at the project level. Overriding creates a one-to-one connection between the BetterBugs.io project and your project tool, which then enables you to configure automation at the project level.

For this,

1. First, you need to Override Workspace-level Integration

2. 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:

PART 1: Override Workspace Level Integration

1

Open Project Settings

To override the workspace automation for a specific project, open the Project Settings of that project. Here, we've selected Nexus Project for the demo.

2

Open Integrations Tab

Open the “Integrations” tab from the Project Settings

3

Override and Confirm

Click on “Override Integration” and hit “Confirm”

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:

PART 2: Override Automation with Project Level Automation

1

Override Automation

Click on the “Override Automation” button of that project tool and hit "Confirm"

2

Configure Project Level Automation

Add default values for the template to set automation at the project level

3

Automate

Finally, hit “Automate”

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:

Restoring Workspace Level Automation

You’re good to go.