To add a new issue to a project:
- Select Project Module Menu (Project #) > Go To > Issues, or click the Issues link on the Left Navigation bar within a particular project.
- Click Add.
- Enter a name.
- Enter a description.
- Select a priority, severity, and category for this issue.
- Enter the recommended action and resolution.
- Select an owner for this issue.
- Enter the date on which the issue is opened and the due date for resolving the issue.
- Click the Save.
- To add documents:
- Select the Documents tab.
- Click Add Doc.
- Enter a name.
- Click Browse and select a file from your local/network drive, or enter the document URL.
- Click Add Document.
- To add notes:
- Select the Notes tab.
- Click Add Note.
- Select the note type.
- Enter the text.
- Click Create.
- To add linked activities:
- Select the Links tab.
- Click Add New.
- From the Link Type pull-down field, select the link type. The options you see are set by your administrator.
- From the Activity Type pull-down field, select an activity type.
- From the Available Activities list, click the select to select the activities you want to link to.
- Click Add.
Working with Project Issues
Updating Issues
Deleting Issues
Closing Issues