Managing issues efficiently requires not only tracking their status but also communicating and documenting actions for team transparency.
Filtering and Reviewing Issues
Open My Issues:
Select the “My Issues” section from the My Work area.Apply Filters:
Filter by type (Issue, Risk, Blocker), tags, or include/exclude closed issues to narrow your focus.
Editing and Updating Issue Details
Edit an Issue:
Click the Edit icon on any issue card.Fields You Can Update:
Issue title and description (rich text for details)
Type, Owner, Reviewer, Priority, Tags
Status (Not Started, In Progress, Resolved, Closed)
Progress bar
Action Buttons:
Start: Move issue to In Progress
Report Status: Update progress visually for team awareness
Close/Re-open/Delete: For lifecycle management
Using the Messages Tab
Open an individual issue, then switch to the Messages tab.
Create new messages with required tags (e.g. Status Report, Decision, Risk).
Add titles and thorough descriptions, keeping communication organized and searchable by tag.
View or reply to message threads—ideal for team handoffs or clarifying questions.
Attaching Files
Use the Attachments tab to upload any supporting documents, screenshots, or relevant references for the issue.
Download or remove files as necessary for effective file management.
