Issues

Navigation: Tools → Issues

Issue is an important problem or difficulty to be taken in mind that creates questions to be solved.

Review Issue form

Issue_overview2

 

1. General information about Issue is provided in tab General. You have to fill in this information when creating new Issue.

2. In tab Media it is possible to attach files. Click Select Files or do Drag & Drop.

3. In tab Notes it is possible to leave notes. Click Add note to create new note.

4. Available Info Tabs:

5. Available navigation buttons:

  • Add new: is used to create new Issue.
  • To list: is used to go to the list of Issues.

Create new Issue

To create new Issue follow these steps:

1. Go to Tools → Issues and click New or go to tab Issues in the form of the related object (Project, Activity) and click Add_Create_new.
2. Fill in fields in tab General:

  • Title: shortly indicates about the Issue raised.
  • Status: indicates of actions taken to solve the Issue.
  • Priority: indicates the priority of solving particular Issue among all the other Issues.
  • Date raised: indicates date when particular Issue is raised.
  • Account: indicates to what Account Issue is related.
  • Project: indicates to what Project Issue is related. Only active Projects are available.
  • Activity: indicates to what Activity Issue is related. Only active Activities are available.
  • Owner: indicates who is responsible for the Issue and related activities.

3. Click Save.

newIssue

 

Create Task related to Issue

It is possible to create Tasks related to Issue in several locations of the system: Kanban window, Tasks list window, Issue form, Issues list window.

To create new Task related to Issue in the Issue form follow these steps:

1. In tab Tasks click Add_Create_new.
2. Fill in Task’s information and click Save.

New_task

 

Generate a set of Tasks related to Issue (initiate Process)

It is possible to generate a set of Tasks related to Issue from a template (initiate a predefined process). To generate a set of Tasks related to Issue follow these steps:

  1. In tab Tasks click  Lead_create_task and select Process or in tab Process click New_process.
  2. Select process template from the drop-down menu (list is taken from Settings → Processes).
  3. Define date when process should start / finish.
  4. Define date type: Start – First Task of the process will start on the indicated date, Finish – dates of the process Tasks will be defined so that the process would end on the indicated date. Important: there is a possibility to define process finish date only if process does not have decision tasks.
  5. Active Update dates option automatically updates tasks dates when changes in process task planned dates are made.
  6. Click Save.

Process2

In tab Process it is possible to review the progress of initiated processes and number of Not Started, In Progress, Waiting, Done and Cancelled Tasks. There is also a possibility to cancel a process in this tab. After canceling a process, all not started and in progress tasks will be canceled.

Set rights for users relevant to the Issue

To set rights for relevant to the Issue follow these steps:

1. Go to tab Rights.
2. In field Assign User choose users who will see and be able to edit Issue information. It is possible to choose to show Issue to all users or only to particular users.

Risk_rights

Perform actions in the list of Issues

Issue_list

1. As in all lists, you can work with Issues by using standard functionality buttons: filter Issues, add new Issue, change table properties, search Issues, narrow or extend information viewable in table cells, edit or add additional information to the Issue, delete Issue from the list.

2. It is possible to see how many related Not Started, In Progress, Waiting, Done or Cancelled tasks Issue has.

3. It is possible to perform actions with Issues in the list without opening the entries. After selecting single or multiple Issues by marking lines Mark or selecting all Issues by clicking Button button available actions are:

  • Export records: is used to export the list of selected Issues to MS Excel file.
  • Assign to Group: is used to assign selected Issues to a Group.
  • Assign Rights: is used to assign rights to selected issues.
  • Remove from group: is used to remove selected Issues from Group.
  • Remove Rights: is used to remove rights to selected issues.
  • Set Status: is used to set status of the selected Issues.
  • Set Priority: is used to set priority of the selected Issues.
  • Set Owner: is used to assign new Owner to selected Issues.
  • Create Task: is used to create new Task related to selected Issues. In case several Issues are selected several Tasks will be created.
  • Generate Report: is used to generate report of the selected Issues which includes basic Issues’ information and notes.