RedmineStudio Setting Up Review Trackers

Introduction

This is an explanation of RedmineStudio’s review issue creation feature.
This article covers how to set up trackers for review issues.

We explain everything from adding trackers in Redmine to configuring them in the app.
Please read through to the end.

Benefits of Setting Review Trackers

• Visually Clear
  • By default, review issues use the same tracker as the issue being reviewed. By configuring trackers for each type of issue, the appropriate tracker will be automatically assigned when creating issues.
• Easy Integration with Time Entry and Time Management
  • By setting trackers for each of the three types of work – “Session”, “Request”, and “Finding Resolution” – it becomes easier to configure “Activity Categories” when entering time. Please also refer to the explanation on automatic activity category assignment.
• More Detailed Configuration Possible
  • By setting trackers, you can use features that integrate with custom fields, such as “Review Method Specification”, “Required/Optional Reviewer Designation”, and “Save Reviewer to Issue”.

How To

Adding Trackers

Here’s how to add trackers in Redmine settings.
System administrator privileges are required to add them.

Adding a Tracker

Open the tracker settings screen from the administration menu.

Click “New tracker” to open the tracker creation screen.

Set the name and click “Create” to add the tracker when finished.
Please note the following points for each item.

• Projects
  • Check the projects where you want to use the tracker you’re adding. It cannot be used if unchecked. This setting can also be changed from each project’s settings.
• Custom Fields
  • If you want to use the custom field integration features mentioned in the benefits section, check the custom fields you want to use here.
• Copy workflow from
  • You can copy the workflow from an existing tracker. See the next section on workflow configuration for details.

Workflow Configuration

A workflow is a collection of settings that define which statuses an issue can transition to next. This setting can be configured per role or per tracker, so when you add a tracker, you need to configure it at the same time. If this configuration is not done correctly, you may encounter problems such as being unable to update issue status to certain values, so please be careful.

Open the workflow settings screen from the administration menu, select a role and tracker, and click Edit. If you’re not using role-based control, you can select “all” for the role. Select the tracker you just created.

By default, no checkboxes are selected, meaning no status transitions are possible. Check the necessary boxes to enable the status transitions you need.

If you selected an existing tracker in “Copy workflow from” when adding the tracker, the workflow from that tracker will be automatically applied. Use this option if you don’t need to define a new workflow.

Verifying Tracker in Project

This completes the tracker addition.

If added correctly, the new tracker should appear in the “Trackers” section under “Issue tracking” in the project settings.

Configuring Trackers in the App

Here’s how to configure the trackers you added as review trackers in the app.
If you’re doing this immediately after adding trackers in Redmine, please restart the app first.

Review Tracker Settings

Open the review screen and click the “” at the bottom left.

Select the Review tab and configure the trackers you added for “Session Issue”, “Request Issue”, and “Finding Issue” respectively.

Configuration is now complete.
When you create issues in this state, they will be created with their respective trackers assigned as shown below.

Conclusion

This concludes the explanation of how to configure review trackers.

When working in an ‘Issue-Driven’ manner, properly assigning and managing issues is very important. The tracker configuration introduced here is the first step, so please give it a try.

See you in another article.