Using Redmine with customers

Added by Hans Wegman over 9 years ago

Hello guys, I am playing arround a bit with Redmine and like what I have seen sofar. I am thinking of using this to communicate internally and also with the customer but find it hard to determine the correct workflow for the customer part. I.e. If I give the customer a login and add a "accepted" status in between new and in progress would that be sufficient or am I in the worng direction here. Any pointers would be highly appreciated.

Hans

Replies (7)

RE: Using Redmine with customers - Added by Jan from Planio www.plan.io over 9 years ago

Redmine works great with customers :-) Adding one or more statuses to be used by your customers is a great start. Be sure to also add a role for your customers and maybe start by limiting it to just a couple modules to share with them, then gradually introduce them to more. This way, they don't get overwhelmed if they haven't been using pm tools before. We found the news and wiki to be great next steps in involving customers in the project.

Also, edit your tracker's workflows to include the new role and maybe limit their status transitions to a small number, e.g. from "ready for review" to "accepted" and "feedback" but nothing else.

If on the other hand, you want to save your customers the hassle of remembering their password for your Redmine and let them interact with email only while sharing "private" updates on issues within the team, I invite you to get in touch with us over at Planio Redmine Hosting. We're currently beta testing our own CRM & Helpdesk Plugin and would love to get you a trial account to test-drive it.

RE: Using Redmine with customers - Added by O G over 9 years ago

Jan - this helpdesk plugin you are referring to - is this going to be published in Redmine's Plugin Directory or will you be keeping it proprietary?

Thanks,
Otis

RE: Using Redmine with customers - Added by Jan from Planio www.plan.io over 9 years ago

Hi Otis, it is not decided yet, but it may eventually get published.

RE: Using Redmine with customers - Added by O G over 9 years ago

Thanks Jan - sounds like any publishing of this plugin would happen in more than just a couple of weeks or months, right?

Thanks,
Otis

RE: Using Redmine with customers - Added by Jan from Planio www.plan.io over 9 years ago

Most probably, yes. it's not even publicly available on Planio yet. But if you're interested in trying it out, please get in touch!

RE: Using Redmine with customers - Added by lijo jose over 7 years ago

Hi jan,

Happen to see your old post?Is the helpdesk plugin available?If so pls share the details.FYI Iam using redmine 2.2.

Regards

Lijo Jose

RE: Using Redmine with customers - Added by Jan from Planio www.plan.io over 7 years ago

The plugin has been released as part of Planio. You can take it for a spin if you create a free account at https://accounts.plan.io/signup/Bronze. The plugin has not yet been released as open source, though...

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