Working with Issues

This introduction article will help users understand issues and how to interact with them in Work Management. The user must have access to the specific Project application and the “Add Issues” project application-level security role permission.

Overview

Issues are smaller concerns or questions about a project noted throughout its lifecycle. They can be used to guide organizations as they navigate open work items on projects, note particular concerns that may affect specific project tasks, or list lessons learned throughout a project's life.

Where to Find This

This feature appears in Work Management.

Navigate to a project’s Issues via:

• In Work Management > View Applications > the specific Project application > [select project] > Issues

Using Issues

Creating A New Issue

To create a new issue:

1. In Work Management, navigate to View Applications, and select the Project application
2. Click the appropriate Project in the left navigation.
3. Click Issues in the left sub navigation.
4. Click the +New button in the toolbar.
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 Work Management, navigate to View Applications, and select the Project application
2. Click the appropriate Project in the left navigation.
3. Click Issues in the left sub navigation.
4. Click the Title link of the issue you’d like to edit.
5. In the Issue Detail window, click Edit in the toolbar.
6. Fill out or change the required and optional fields as desired.
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 Work Management, navigate to View Applications, and select the Project application.
2. Click the appropriate Project in the left navigation.
3. Click Issues in the left sub navigation.
4. Click the Title link of the issue whose creator you want to email.
5. In the Issue Detail window, click the name of the creator to the right of the creation date.
6. On the Person Detail page, click or copy 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 containing the message and the issue details.

To forward an issue:

1. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to forward.
5. Click Actions in the toolbar and select Forward from the dropdown.
6. On the New Message page, select a user to Notify, or enter an email address in the Other Email Addresses field. Update the subject and message as needed, then click the Send button.

Linking an Issue to a Task

To link an issue to a task:

1. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In 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 in the, then
6. On the Edit Issue page, click the Lookup button (magnifying glass) on the Task field.
7. In the Plan Selector popup, select the appropriate plan that contains the task to be linked.
8. Select the appropriate task.
9. Click the Save button at the top of the Edit Issue window.

Adding Time to an Issue

To add time to an issue:

1. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In the left sub navigation, click Issues.
4. Click the Title link of the issue to which you’d like to add time.
5. Click the numeric link below Actual Hours.
6. In the Issue Work popup window, fill in the required and optional fields.
7. When finished, click Save.

Updating an Issue's Status

When you are resolving an issue and want to record its progress, 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. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to update.
5. Click Actions and select Update.
6. Fill out the required and optional fields as desired in the Update Issue popup window.
7. Click Save.

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 on the right side of the Issue Detail window.

To view the Read By history of an issue:

1. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In 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. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to move.
5. Click Actions 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. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In 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.  On the Issue Details page, under My Active Alerts, click the Delete link of the appropriate alert.
      3. Confirm the deletion.

Adding and Deleting Issue Attachments

Documents, code samples, articles, screenshots, 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. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In 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. Your attachments will display in the Attachments section of the Issue Detail window.
   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.  Click Delete below the attachment name, then click OK in the confirmation popup.

Adding, Viewing, and Using Saved Searches

To make issue searches more efficient, you can save your search criteria so you can easily access a particular search at a later time. You can also view the list of saved searches that have been 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 the Project application admin interface,  under Searches and Reports > Issue Searches

1. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In 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 field in the Save Search popup window.
      4. Click the Save button. The custom search will now appear in the My Searches menu at the top of the issues list.
   2. To use a saved search:
      1. Click the My Searches button in the toolbar.
      2. Select the desired search from the list.

Deleting Saved Issue Searches

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

To delete a saved search:

1. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In the left sub navigation, click Issues.
4. Click the Edit My Searches button in the toolbar.
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. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In 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.

Converting Issues to Tickets

NOTE: The project issue will be removed from the project, and no reference to the new ticket will remain.

To convert a project issue to a ticket: 

1. Go to Work Management > View Applications > Project application.
2. Click the appropriate Project in the left navigation.
3. In the left sub navigation, click Issues.
4. Click the Title link of the issue you’d like to convert.
5. Click Actions at the top of the Issue Detail window and select Convert to Ticket from the dropdown.
6. In the popup, select the Ticket Application/Form.
7. Fill in the required data.
8. Click Save.