BugHerd and Teamwork

  • Last updated on December 13, 2024 at 3:54 AM


What is Teamwork?

Teamwork is project management made for client work. Manage projects, teams, and clients in one place, and deliver work on time and on budget. Teamwork helps agencies streamline their operations  and manage client projects, profitably.

How this integration works

Link BugHerd to Teamwork to send feedback and tasks from your clients & team in BugHerd into Teamwork to be resolved. Tasks sent from BugHerd will include the task description, screenshot and metadata captured by BugHerd.

How to install

Watch this video for more about how to integrate BugHerd with Teamwork.

Link BugHerd to Teamwork

  1. Click Integrations in the left menu of your BugHerd task board to open the integrations window.
  2. Click Connect next to Teamwork in the list of Integrations. You'll be asked to log in to Teamwork to continue.
  3. Enter your Teamwork log in details. BugHerd will connect with Teamwork to enable the integration. 
  4. You'll be returned to BugHerd. Your Teamwork Integration should now say enabled. Click Manage to continue. This options window will open.
  5. To start sending tasks to Teamwork, you need to add your Teamwork Site Name, Project and Task List.
  6.  Your site name can be found in the URL of your teamwork software.
  7. Select the project you want to connect to from the drop-down list.
  8. Select the Task list you want to send BugHerd tasks to from the drop down list.
  9. Click Save. You can now manually send tasks to BugHerd.

Send a task manually

  1. In BugHerd, select the task you want to send to Teamwork.
  2. Click Integrations on the task.
  3. Click Add to Teamwork to send it to .

Now, let's look at how to set up your integration to automatically send tasks to Teamwork and update them as needed.

Automate sending tasks and updates 

Choose to send tasks to Teamwork automatically, and enable Productive.io to be updated with changes made to BugHerd tasks. You can also choose to update BugHerd when tasks are completed in Teamwork.

a) Select Automatically post new tasks to Teamwork to send all tasks from BugHerd to Teamwork, including tasks in the feedback tab (guest feedback).
Alternatively, you can choose to send tasks only when they are moved to a specific column in BugHerd (such as To Do).

b) Select Automatically post new comments to Teamwork to send comments to Teamwork when they're added to a BugHerd task.

c)  Select Sync Comments from Teamwork to send comments to BugHerd when they're created in Teamwork. Note that comments you set as private in Teamwork will not be sent to BugHerd.

d) Select Update BugHerd status when completed in Teamwork to update BugHerd tasks to done when they're completed in Teamwork. You'll need to add the name of the column you want updated in BugHerd. (ie. Done)

Troubleshooting

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