Working with Issues

This introduction article will help users to understand how Issues may be interacted with and what the purpose of this feature is using TDNext. The user must have the “Add Issues” security role permission and Projects application access.

Overview

Issues are smaller concerns or questions about a project that are noted along the life-cycle of a project. They can be used as a way to guide organizations as they navigate opened work items on projects, note particular concerns that may affect certain tasks related to the project, or just list out lessons learned during the life of a project.

Where to Find This

This feature appears most fully in TDNext in a particular project.

Navigate to a project Issues log via:

• TDNext > Apps menu > Projects > [select project] > Issues

Using Issues

Creating A New Issue

To create a new issue:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the +New button at the top of the issue list.
5. Fill out the required and optional fields as desired.
6. When finished, click the Save button.

Editing an Issue

Editing an issue allows you to make necessary changes to the main issue content.

To edit an issue:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to edit.
5. Click the Edit button at the top of the Issue Detail window.
6. Fill out or change the required and optional fields as desired in the Edit Issue popup window.
7. Click the Save button at the top of the Edit Issue window.

Emailing the Issue Creator

To email the creator of an issue: 

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue whose creator you want to email.
5. In the Issue Detail popup window, click the name of the creator to the right of the creation date of the issue.
6. In the Person Detail popup window, click the email address of the creator.

Forwarding Issues

You can forward issues to individuals inside and outside of the TeamDynamix system. Forwarding allows you to specify an email recipient and add a descriptive message. When forwarded, the recipient will receive an email with the message and the details of the issue.

To forward an issue:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to forward.
5. Click Actions at the top of the Issue Detail window and select Forward from the dropdown.
6. In the New Message popup window, enter the recipient(s) email address(es) and an optional message, then click the Send button.

Linking an Issue to a Task

To link an issue to a task when creating a new issue:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to link to a task.
5. Click the Edit button at the top of the Issue Detail window, then click the task Lookup button at the bottom of the Edit Issue popup window.
6. Select the appropriate task from the Plan Selector popup window, then click the Save button at the top of the Edit Issue window.

Adding Time to an Issue

To add time to an issue:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue to which you’d like to add time, then click the Actual Hours link.
5. In the Issue Work popup window, fill in the required and optional fields.
6. Click the Save button.

Updating an Issue's Status

When you are resolving an issue and want to record the progress of that issue, you can make an entry in the issue's update section. Your update will be added to the Feed section of the issue.

To update an issue's status:

1. TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to update.
5. Fill out the required and optional fields as desired in the Update Issue popup window.

The Read By Feature

Project members and managers can view a history of who viewed an issue and when that issue was viewed. The read by listing will display in the Read By section on the right side of the Issue Detail window.

To view the Read By history of an issue:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue whose history you’d like to view.
5. You will see the Read By section on the right hand side of the issue. 

Moving Issues

To move an issue to a different project:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to move.
5. Click Actions at the top of the Issue Detail window and select Move from the dropdown.
6. In the Move Issue popup window, fill out the required and optional fields, then select the project you’d like to move the issue to.
7. Click the Save button.

Adding and Deleting Issue Alerts

You can add alerts to an issue to be notified of changes in the issue's status. If an alert is no longer needed, you can delete it from the issue.

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.​​​​​​
   1. To add an alert to an issue:
      1. Click the Title link of the issue to which you’d like to add an alert.
      2. Click the +Add button and select Alert.
      3. In the Project Alert Add popup window, select the alert(s) you’d like to add.
      4. Click the Save button. The alerts will now appear in the My Active Alerts section of the Issue Detail window.
   2. To delete an alert from an issue:
      1.   Click the Title link of the issue from which you’d like to delete an alert.
      2.  Click the Delete link of the appropriate alert in the Active Alerts detail window.

Adding and Deleting Issue Attachments

Documents, code samples, articles, screen shots, instructions or images can be attached to or deleted from an issue. Your attachments will display in the Attachments section of the Issue Detail window.

To add or delete an attachment:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
   1. To add an attachment to an issue:
      1. Click the Title link of the issue to which you’d like to add an attachment.
      2. Click Add and select Attachment, then select the attachment location from the Add Issue Attachments popup window.
      3. Click Upload and repeats steps 5 and 6 if you’d like to add more attachments.
   2. To delete an attachment from an issue:
      1.  Click the Title link of the issue from which you’d like to delete an attachment.
      2.  Your attachments will display in the Attachments section of the Issue Detail window. Click the Delete link below the name of the attachment, then click OK in the confirmation popup.

Adding, Viewing, and Using Saved Searches

To make issue searches more efficient, you may save your search criteria to easily access a particular search at a later point. You can also view the list of saved searches that have been have created by you or other users.

NOTE: All Issue saved searches are global and will be available to any user with Project access. Saved searches will also be listed in TDAdmin under Projects -> Global Issue Searches

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
   1. To add a saved search:
      1.  Enter your search criteria.
      2. Click the Save Search button.
      3. Enter a search name in the Save As textbox in the Save Search popup window.
      4. Click the Save and Close button. The custom search will now appear in the Edit My Searches menu at the top of the issues list.
   2. To view a list of your saved searches:
      1. Click on the Edit My Searches button at the top of the issue list.
   3. To use a saved search:
      1. Select the desired search from the Edit My Searches menu at the top of the issues list.

Deleting Saved Issue Searches

You can delete a saved issue search you have created at any time.

To delete a saved search:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the My Searches button at the top of the issues list and select Edit My Searches from the dropdown.
5. In the Saved Searches popup window, click the Delete link of the search you’d like to  delete.

Deleting Issues

You must have permission to delete issues to perform this action.

To delete an issue:

1. In TDNext, open the Projects application.
2. Click the appropriate Project in the left navigation.
3. From the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to delete.
5. Click Actions at the top of the Issue Detail window and select Delete from the dropdown.
6. Click OK in the confirmation popup.