Customers
User information
 Loading ...
Show article in Knowledge Base

 Manage issues ‑ Issues page Export knowledge base Export     SubscribeSubscribe      Show article info

Manage your issues (tasks or cases) in the Issues page

The issue page is where you view and manage all the tasks in the project. You find the Issues tab for each project that you have created. You create a project on the left-hand side panel, "Projects", by clicking "New Project".

Various key elements are highlighted in the screenshot  as follows:

 

 

1. The Issues sub-menu contains several functions:

  • New task - Here you can create a new issue - just choose the issue type you want to create from the menu (such as task, bug, feature request etc.). If the project has any issue templates, you can create an issue from a template as well. You can also initiate an email conversation here, creating an issue to hold the conversation history/attachments/info.
  • Filters - Here you can select from a list of the common and private (personal) filters.  Using filters you can filter out a subset of your issues to get a better overview. Choose a filter, and only the issues applying to that filter will be visible. For example, choosing "My issues" will only list issues assigned to you, i.e. where you are the owner. You can create and remove filters in the "search section" in the navigation panel on the left. Private filters personal filters that users can create themselves, by clicking on "Customize...", in the bottom of the menu.
  • Sprint - A second filter, sorting on the available sprints. You can customise your issues quite a bit with just selecting combinations of Filter and sprint in the menus.
  • View - toggles the type of view for your issues (The table view is the default view.):  
    • Table view shows all issues in a table (as in the image above)
    • Calendar viewshows issues at their due days in the Calendar
    • Timeline view can be useful if you us start and stop dates on issues/tasks
    • Kanban board shows issues arranged in a kanban board with different lanes to move issues between
    • Planning board shows issues in the backlog and 2 sprints of your choice. You can use this to easily rank issues and plan issues for different sprints or in the backlog. 
  • My column view (located to the right) - Select your column view here, create a new one, or edit one. Column views controls which columns which you will see in the table, and in which order. You can edit the current column view by clicking on the 'Edit column view' icon below the issues submenu, to the right. A column view can be shared between projects using the same Issue Field Configuration.

 

View a brief introduction video of how to work with issues in the issue list here:

 

 

2. Issues table


All issues for the current filter are shown in a flexible paginated table. Choose different filters from the menu to see different groupings of issues. You can sort issues by clicking on the column title in the header of the list. The sort order can be reversed by clicking on the column title again.

The issues table is very customizable, as the users can choose exactly what columns that should be shown and in what order, by editing their column views. (Which issue fields are available to choose from depends on the issue field configuration for the project, and is configured by an administrator). The issue types, statuses, severities and priorities are also customizable.

 

Issues can also be arranged in a tree structure (WBS - work breakdown structure). Issues that have sub-issues can be expanded to show the hierarchy of sub-issues in the list. 

Right click on an issue to open a context menu where you can access many useful functions - editing issue fields, copying/transfering/deleting the issue, opening the issue in a new tab, commenting or replying, editing issue permissions, et.c.. 

Batch update several issues by checking the boxes for the chosen issues, opening the context menu, and choose function.

 

View a video of how to use the context menu:

 

 

 

 

 

 

This video shows how easy it is to work with issues in the issue list. It shows that some of the things you can do with the context menu (right-click to activate it). We will change priority and status. We will also change sub-issues parent and add a comment and a work log.

 

 

3. Icons with useful functions - To the right, above the issue list, are icons for some very useful functions :

  • Group By - Lets you group issues in smaller tables by different criterias, such as issue type, status, owner, etc.
  • Filter Mode - Lets you apply a filter to the current view. You can for example choose to view all issues with status equal to "New" and severity equal to "Blocking".
  • Report - Shows a window with a pie chart of the currently selected issues. You can choose to group the report on different options (issue status, issue type, severity, priority, source, owner, developer, reporter, company). The default option when the report is opened is "Status".
  • Show view as report - View a printable report of the current view, in a new window.
  • Batch Update - Lets you do to anything to a group of issues, that you can do to a single issue.
  • Export - Exports a partial or full table of issues to a file in the format of your choice - excel, pdf, xml, rtf, csv (comma-separated values). You can also choose to export the table in MicroSoft Project format. 
  • Import - Import issues from a MicroSoft Project file, an Excel file or a .csv file.
  • Issue # - Enter an issue key or just the number, and click on the arrow (or press enter) to open the issue quickly.
  • ? - Click on the question icon to open the help/info article about the page in the knowledge base (Opens in a new window)

 

View a video showing the possibilities with using these extra functions:

 


User comments
 Loading ...