Adding a New Issue

To add a new issue to a project:

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

Related Topics

Working with Project Issues

Updating Issues

Deleting Issues

Closing Issues