Creating Issue

Issue can be created in any assigned project to the resource/user, using any of the following worksheets:

1. Issues Created By Me

2. Manager Worksheet

3. My Tasks

The following fields in any worksheet should be filled to create an Issue:

1. Project & Process - On which project's process, issue should be created

2. Issue Title - title of the issue

The following additional fields can be filled while creating issue:

1. Priority

2. Comments

3. Upload Document

In this topic, we will see how to create an issue in a project's process from "My Tasks" worksheet

1. Open My Tasks worksheet

2. Click on Add button in the tool bar to add new record in the worksheet

3. New record will be added with some default values based on configuration - these defaults can be changed

4. Select Project and Process from the list of values by clicking on the new record corresponding cells, if defaults have to be overridden

5. Enter Issue Title in the Issue Title field

6. Additionally enter priority, comments and attach document(s) to the issue, if required

7. Click on Update button to create issue in required project's process.

Note: If any tasks of the created issue, are assigned to originator of the issue, then those will be shown immediately in the My Tasks.

Similarly, Open Issues Created By Me or Manager Worksheet and do the above steps to create issues in it.