Managing Issue Categories

This how-to article will help users to create and manage Issue Categories using the TDNext interface. The user must have the Projects application access, be a resource on a project, and be able to add Issues.

Overview

Project Issue Categories are how similar kinds of Issues may be grouped together for reporting needs or just to keep them separated from non-similar Issues.

Creating Issue Categories

When a new issue is created, the user must assign it to a category.

To create an issue category:

1. In TDNext, navigate to Applications > Projects.
2. In the left navigation, select the project you wish to add an issue category to.
3. Click Issues, then Categories in the left sub navigation.
4. Above the category list, enter a name in the Category Name field.
5. Click the Save button.

The new category will now appear in the category dropdown list on the new issues page.

Renaming Issue Categories

To rename an issue category:

1. In TDNext, navigate to Applications > Projects.
2. In the left navigation, select the project you wish to add an issue category to.
3. Click Issues, then Categories in the left sub navigation.
4. In the issue categories list, click the Edit link on the right end of the row for the category to rename.
5. Edit the name in the Name field.
6. Click the Save link found to the right of your renamed category.

Deleting Issue Categories

An issue category cannot be deleted if there are any issues using the category. To delete the category the issues could either be reassigned to different issue categories, or the issues would need to be deleted entirely. Before doing this, decide if renaming the category would serve your purpose. If yes, follow the instructions above.  

To delete an issue category:

1. In TDNext, navigate to Applications > Projects.
2. In the left navigation, select the project you wish to add an issue category to.
3. Click Issues, then Categories in the left sub navigation.
4. In the issue categories list, click the Delete link on the right end of the category row.
5. Click OK in the confirmation popup.

Examples of Issue Categories

Common Issue Categories on Projects and Project Templates include:

1. General (provided on all projects "out of the box")
2. Budget
3. Schedule
4. Resource
5. Technical
6. Vendor

While technically not Issues, the below are also trackable/reportable elements that Issue Categories can be used for:

1. Lessons Learned
2. Decision Log
3. Questions