Project Automation

Check out the steps for project level automation in BetterBugs.io

How does the Project-level Automation Work in BetterBugs.io?

Once you connect your BetterBugs.io to your PM tool at the project level, you can preset values in a report template for the fields of that specific tool(s). So, whenever you create a bug report, you don’t have to enter field values and other details manually for that connected tool(s).

Just capture the bug and upload the report to your BetterBugs.io project, and the report will instantly be auto-shared with the integrated project tool(s).

No extra steps are required.

This means you don’t have to juggle tools or search for details about the project tool(s) workspace to which the report has to be shared.

Plus, you can configure automation for multiple tools for a BetterBugs project. This means that if you use project tools like Jira, Asana, GitHub, or any others, you do not have to create tickets separately for each tool. Just create one report, and BetterBugs creates tickets to all of your tools in one click. You do not have to create tickets/tasks/issues manually. With BetterBugs, you can automate the entire ticket creation process.

How to Integrate BetterBugs Project to Your PM Tool with Automation: Linear Example

Steps to Integrate BetterBugs Project to PM Tool with Automation: Video Demo | Linear Example

Here, we've covered the end-to-end steps to:

• Integrate Project Tool at Project Level

• Project Level Automation

For manual integration only, check out the Project Integration Page.

1

Open Workspace Settings > Integrations

Click on BetterBugs Workspace name at the top left side. Now, click the gear icon to open Workspace Settings > Integrations.

2

Search Linear

In the Integrations tab, search for Linear and click to open the Linear card.

3

Turn off workspace-wide integration

Toggle off the "All Projects" option and hit "Continue". You should see the "Manage per project" option now.

By default, its turned on for workspace level integration. For project-wise integration, you need to disable "All Projects".

4

Select BetterBugs project to integrate and hit "Connect"

Select a project from the projects name list (that's within your Workspace). From the "Actions" column, hit "Connect" for that project.

5

Authorize BetterBugs.io

Hit “Authorize” to authorize BetterBugs.io for your Linear Workspace.

6

Choose your preferred method for creating tickets

From the "Forward Bug Reports" dropdown, select "Automatically".

This fetches the Linear template with the available fields for automation.

Here, you can preset field values for automated ticket creation in Linear (or any other tools). This means while sharing a bug report to Linear, this would auto-populate fields for your Linear project (Team, Project, Priority, and others).

7

Enter default field values

Add details for the available fields, such as Team, Project, Priority, 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.

8

Confirm action

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

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

How to Create Bug Report and Send to Your PM Tool with Automation: Linear Example

Steps to Create Bug Report and Send to Your PM Tool with Automation: Video Demo | Linear Example

1

Capture the Bug and Add Bug Details

Use the BetterBugs extension to capture the bug and add details for it. You can add the details (Title + Quick Summary + Steps to Reproduce) manually in the description area manually or automatically with the "AI" toggle.

2

Select BetterBugs Workspace and Project Integrated with Linear

From the two dropdowns above the description area, select:

• BetterBugs Workspace

• BetterBugs Project (that you integrated with Linear)

3

Switch On the Automation Toggle for Linear

Below the Details area (at the bottom right of report screen), enable Automation for Linear using the "Toggle" switch.

4

Create Session

Finally, click "Create Session" from the top right and you're good to go!

This instantly creates a ticket to your Linear project as per the pre-configured field values.

To check for successful automation, check the "Comments & Activities" tab located below the bug description area. From here, you can directly access the Linear task.

How to Create Tickets on Multiple PM Tools with BetterBugs Automation

Once you've integrated BetterBugs project with automation for multiple tools (as per the steps above), you can create tickets on each of those tools in one go.

Practical Use Case Example

Let's say you are using the following tools in your project:

• GitHub

• Jira

So, whenever you create a bug report session using BetterBugs, you can instantly:

• Raise an issue on your GitHub Repo

• Create a Jira ticket with the exact same information and details.

No manual copy pasting of information OR manual ticket creation is required. BetterBugs does this for you in seconds!

The following steps and video demonstrates BetterBugs automation to create tickets to three tools in one go:

• Linear

• ClickUp

• Asana

Let's get to it.

1

Capture the Bug and Add Bug Details

Use the BetterBugs extension to capture the bug and add details for it. You can add the details (Title + Quick Summary + Steps to Reproduce) manually in the description area manually or automatically with the "AI" toggle.

2

Select BetterBugs Workspace and Project with Preset Automations

From the two dropdowns above the description area, select:

• BetterBugs Workspace

• BetterBugs Project (with Preset Automations)

3

Switch On the Automation Toggles for PM Tools

Below the Details area (at the bottom right of report screen), enable Automations for:

• Linear

• ClickUp

• Asana

4

Create Session

Finally, click "Create Session" from the top right and you're good to go!

This instantly creates tickets on all the selected tools as per the pre-configured field values.

To check for successful automation, check the "Comments & Activities" tab located below the bug description area. From here, you can directly access the tickets that you just created; its as easy as that!

How to Edit Ticket Creation Method from Manual to Automated: Linear Example

If you've integrated a PM tool for manual ticketing with BetterBugs, you can edit and convert that to automated method and vice versa. Check out the following steps for it:

Steps to Edit Ticket Creation Method from Manual to Automated: Video Demo | Linear Example

1

Open Workspace Settings > Integrations

Click on BetterBugs Workspace name at the top left side. Now, click the gear icon to open Workspace Settings > Integrations.

2

Search Linear

In the Integrations tab, search for Linear and click to open the Linear card.

3

Turn off workspace-wide integration

Toggle off the "All Projects" option and hit "Continue". You should see the "Manage per project" option now.

By default, its turned on for workspace level integration. For project-wise integration, you need to disable "All Projects".

4

Select BetterBugs project to change ticket creation method for and click (⋮) under "Actions"

Select a project from the projects name list (that's within your Workspace). From the "Actions" column, click (⋮) under "Actions".

5

Click "Edit Settings"

Click "Edit Settings". This instantly opens the Forward Bug Reports dropdown for Linear app.

6

Choose your preferred method for creating tickets

From the "Forward Bug Reports" dropdown, select "Automatically".

This fetches the Linear template with the available fields for automation.

Here, you can preset field values for automated ticket creation in Linear (or any other tools). This means while sharing a bug report to Linear, this would auto-populate fields for your Linear project (Team, Project, Priority, and others).

7

Enter default field values

Add details for the available fields, such as Team, Project, Priority, 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.

8

Confirm action

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

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