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Creator of the Issue

1)  Issue Creator Now Tracked

The creator of the issue is now automatically recorded in the issue.  The creator of the issue is the person who generated the issue.  If the issue is created from an email, the issue creator is the person in the FROM: field on the email.  If someone who is logged into Orange Tracker generates the issue by selecting the "Create" button, the issue creator is that user.  You can view the issue creator in the issue history tab.  NOTE:  pre-existing issues created before the upgrade will have the creator set to the reporter of the issue at the the time of the upgrade. 

Activity section, History tab

2)  Search by Creator

You can now search by the creator of the issue.   Under "Issues" in the top menu, select "Search for Issues."  Select "More" and then "Creator" from the drop-down list.

More button displaying search by creator

 


Editing and Searching

1)  Edit a Single Field 

Edit one field at a time instead of having to go into edit mode for the whole page to make one change. Edit the reporter, assignee, summary, etc. directly by hovering over the field and then clicking the pencil button next to the field.
Reporter section showing current reporter

2)  Easy Filtering of searches 

Use drop-down lists to filter search results by project, reporter, issue status, date created, etc. The results will automatically update as you select filter options.


Default search screen:
Default search screen with all projects selected

Filter by Project and Status  (Project=Dawn Agile, Status = In Progress):
Default search screen with certain project

Search by other criteria such as component, reporter, created date, text in a comment, text in a summary:
Search by other criteria screen showing options

3)  Panel of Common and Favorite Filters

When viewing search results, a panel of common and favorite filters will appear on the left-hand side of the screen.  Common filters are seen by all users and are:

  • My Open Issues
  • Reported by Me
  • Recently Viewed
  • All Issues

The favorite filters will vary by user and displays the filters that have been marked as a favorite by that user.

Favorite filters screen showing all saved filters

 

You can hide the filters panel by selecting the "Undock filters" icon next to the "Filters" heading at the top of the panel. 

Hide button to undock filter screen

While the filters panel is undocked, you can hover over the "dock" icon (just like undock except it is two greater than signs) to temporarily expand the panel.  Click the "dock" icon to permanently expand the filters panel.

Show button to dock filter screen

4)  View an issue and a list of issues at the same time

No more having to view an issue and then "return to search results" to select another issue for viewing.  You can now view both the list of issues and the details of a single issue at the same time.  Select another issue from the list to view the details of that issue, all from a single screen.

If you don't see the details of an issue, select the "Change View" icon located below the tools icon to switch to detail view.  The "list view" option will show just the list of search results.

 

NOTE:  field editing is not available from the detail view in search results.  You must select the issue-key displayed to bring up the issue view.  Field editing will then be available.

Change view button

5)  Drag and Drop Columns to Be Displayed in Search Results

 

While viewing search results in the issue navigator (accessed by selecting "Issues" from the top menu and then "Search for Issues"), you can select a column by the column header and drag the column to a new position.

Notice how the "Updated" column is moved from the seventh column position to the second position in the two screenshots below.

Search screen showing to click on Updated column to move

 

Search screen showing Updated column moved after drag and drop

6)  Faster Searching for Issues 

Searches that retrieve large numbers of issues perform more rapidly.

7)  Refresh Search Results with New Changes

Use the "refresh" icon on the search results screen to update the displayed list with any issue changes that have occurred since the search was first performed (new issues, new update dates, etc.).

Refresh icon near results counter

 

 


Change Your Personal Notification Options

Select the profile link from the menu accessed from your picture or avatar in the upper right-hand corner.  You can update your preferences including ones that affect the email notifications you receive.

1)  Autowatch 

If enabled, you will automatically watch issues you create or comment on and receive any notifications configured for issue watchers.  Disable autowatch if you don’t want to be a watcher on any issue you create or comment on.  

2)  Notify on My Actions

 If enabled, you will receive email notifications configured for the project/issue even if you originated the action (you commented, updated the issue, etc.).  If you don't want email notifications related to your own actions, disable this option (it can cut down on the amount of email you receive automatically from Orange Tracker).


 

Look and Feel

1)  Change Your Home Page for Orange Tracker

Instead of viewing the dashboards when you first log into Orange Tracker, you can elect to see the issue navigator (where you can search for issues).  Select your picture or avatar in the upper right-hand corner and then under "My JIRA Home" select "Issue Navigator."

Profile pull-down menu showing Issue Navigator link

The search that was last performed will display in issue navigator from the home page.  You cannot set the issue navigator to a specific search on the home page.  The "agile" option should not be chosen by most users  (a small number of projects use agile).

2)  Relative Date/Time

Issue date/time fields show a relative date/time instead of an absolute date time.  You can still hover over the field to see the absolute date and time.

Relative date:

Relative Date and Time screen showing last update was yesterday

Relative time:

Relative Date and Time screen showing last update was 14 minutes ago

Hover over relative  date/time to view absolute time:

Relative Date and Time screen showing hover over displays absolute time

 

3)  Limited mobile interface (iPhone and Android)

The mobile interface is the default view on an iPhone or Android smartphone.  The desktop view (the view you use when accessing Orange Tracker on a computer) is the only view available on an iPad or Android tablet (the mobile interface is not available on tablets).

You can use Safari on an iPhone and Chrome on an Android smartphone to bring up the mobile interface; you do not need to install an app.  The mobile interface lets you view Orange Tracker issues and comments. By default, when you log into Orange Tracker via the mobile interface, you'll be taken to a list of issues assigned to you.  You can use the menu icon in the upper-left hand corner to bring up a list of other issue filters:

  • Reported by Me
  • Recently Viewed
  • Favorite Filters (lets you bring up a list of issue filters you have marked as favorites)

The ability to change issues is limited in the mobile interface.  You can:

  • add a comment
  • restrict a comment
  • change the assignee
  • watch an issue
  • vote on an issue

You cannot edit an issue, create an issue, close an issue, or perform other workflow functions.  The mobile interface does have a link to switch to the desktop view to access more functions, but ITS has experienced a number of problems trying to use the desktop view on a smartphone. 

4)  Colorful Lozenges are Used to Display Status

Instead of text, lozenges (colored boxes) are used to display status so statuses are more visible on the issue screen.

Blue Open statusYellow In Progress statusGreen Resolved statusGreen Closed status

5)  Create Button for Creating Issues

Instead of a "create issue" link, a colorful "Create" button in the top menu is used to create new issues.

Create button for creating issues

6)  Reports available from the Project Overview Page

Select a project from the "Projects" menu in the top menu bar and a link to reports will be available in the left-hand menu.

Project Overview page showing Reports link

 


Project Administration

1)  Project Administrators Can Add New Components on the Fly

If you are in the project manager role for a project, you can add a new component right from the component field on an issue in the project.  Simply click the pencil for the field to edit it and then start typing the new component name.  A box will appear below the field that says "(New Component)" and the name you are typing.

Components field within Issue screen

The new component will be added when you press return and then select the check mark to update the field.  A poup box will then appear that tells you the new component has been added to the project.

Jira pop-up message stating a new component has been added to the project

 

If you want to add a description, default assignee, or component lead, you will need to navigate to the Project Administration screen.   You can also only delete components from the Project Administration screen.

 


Email this Issue Enhancements

1) The Project Lead is included in the "Other Users" dropdown 

Email This Issue screen showing Recipient options

 

2) You can attach files from your connected device to the notification, as well as files that are attached to the issue.

Email This Issue screen showing attachment section

3) Notifications sent using Email This Issue are displayed on the Emails tab under Issue Activity.

Email This Issue screen showing the emails logged within issue

Link to New Issue Replaces Create and Link

To clone an issue with options to select a new project or update issue fields, use the Link to New Issue action, located on the issue screen, under the "More" menu.  Navigate to the issue you wish to clone, click the More drop down, and select Link to New Issue. 

Issue screen showing Link to New Issue button

On the next screen, choose the project and optionally the Issue Type for the new issue.

Link to New Issue screen showing what project to select

The reporter field isn't inherited by the new issue, so be sure to update it.  The Summary and Description fields are inherited, but you can update these fields, as well as any other fields that appear on the screen.  Clone options offer the ability to copy watchers, comments, and attachments, if any exist on the original issue.  Click the Create button to create the new issue. A link to the original issue will be created automatically.

Link to New Issue screen showing options to fill out

 

 

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