Adding an Issue

 

Note: This topic guides you through procedure of creating an issue in the Create New Issue window. For details on how to open the window, see Adding an Issue in a Workspace or Adding an Issue from the Issues Tab.

To add an issue:

  1. Type a Topic for the issue. This will be used as the issue name.
    Note: Required fields are marked with an asterisk (*).
  2. Type a Description of the issue.
    The description might include information about why the issue is being created, and the impact that it may have on the workspace.
  3. Select a Folder in which to create the issue. If no folders have been created, the default General folder is your only option.
    For details about application category folders, see Creating Folders.
  4. Type the Start Date on which the issue begins, or click the pop-up calendar and select the date.
  5. Type a Deadline date by which the issue must be resolved, or click the pop-up calendar and select the date.
  6. Set the Priority of the issue. Options are: Low, Medium, or High.
  7. To include a currency value for the impact of the issue on the workspace budget, type the value in the Budget Impact box.
  8. If the issue has been partially addressed, type a number in the Percent Complete box to represent a percentage of the issue that has been resolved.
  9. In the Select Assignees section, select team members to whom you are assigning the issue.
    For details about using the directory to select team members, see Using the User Selector.
  10. In the Notifications & Permissions section, select team members who can view the issue and team members to notify that the new issue has been created. For more information, see About Notifications and Permissions.
  11. If you want to include a custom message in the Notification, select Type Custom Notification Message.
    The Notification Message box displays. Type the custom message to be sent to team members who are notified of the issue.
  12. Click Save & Close to save the issue and close the window.

 

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