Issues

You can use the Issues tab to track and manage issues that are related to a particular item. The Issues tab is used to help improve collaboration and communication among team members as they work together to finish the items to which they have been assigned. The Issues tab is a type of log view. Other types of log views are included: the Discussions tab, the Risks tab, and the Documents tab. Adding custom log views is supported. Information in a log view is presented in a list format. You can allow a log view entry to be converted into a new work item or item..

Adding an issue

Select an item and open the Issues tab. Add a new issue about that item.

To add an issue

Open the Projects module.
Select an item.
Select the Issues tab.
Click New Issue.
In the New Log Item dialog box, enter a name and a description. Use the other fields to help other team members understand how the issue can affect the item to which it's being associated. Such as what the issue resolution might be, or how important the issue is to the project or its current status.
Click Save.

Assigning an issue

Issues can be assigned to team members. If you want the issue to be tracked alongside tasks and assignments associated with the item, you should change the issue into an item.

To assign an issue

Open the Projects module.
Select an item.
Select the Issues tab.
Select an issue.
Click the Assign Issue button.
Choose the resource to whom the issue will be assigned.
Click Save.

Converting an issue to a new log type

You can convert an issue to a different log type, such as to a risk or a discussion. When you convert one log type into another, only information details that are contained in both log types will be preserved after the conversion. Information details that exist in the original log view but do not exist in the new log view will not be available after the conversion.

To convert an issue to a new log type

Open the Projects module.
Select an item.
Select the Issues tab.
Select an issue and click Convert Issue to convert an issue to a new log type. In the Convert Log Type dialog box, select the log type to which you want to convert the issue.
Click OK.

Converting an issue to a work item

You can convert an issue into a work item. A work item can then be assigned to a resource and can be tracked alongside tasks and other activities associated with an item.

To convert an issue to a work item

Open the Projects module.
Select an item.
Select the Issues tab.
Select an issue and click Create work item from Issue to convert an issue to a work item.
Click OK.

Converting an issue to an item

You can convert an issue into an item.

To convert an issue to an item

Open the Projects module.
Select an item.
Select the Issues tab.
Select an issue and click Create item from Issue to convert an issue to an item.
Click OK.

Deleting an issue

If you are no longer using an issue, you can delete it.

To delete an issue

Open the Projects module.
Select an item.
Select the Issues tab.
Select the issue and click Delete Issue.

Escalating an issue

Issues can be escalated. Escalating an issue makes it visible in the parent item as well as in the original item, making it more visible to more members of your team.

To escalate an issue

Open the Projects module.
Select an item.
Select the Issues tab.
Select an issue and click Escalate to escalate it.

Resolving an escalated issue

Once a resolution to an escalated issue is found, the escalated issue can be resolved.

To resolve an escalated issue

Open the Projects module.
Select an item.
Select the Issues tab.
Click an escalated issue.
In the lower pane, select the Summary tab.
From Status, select Resolved.
Click Save.

Viewing an issue

Issues can be viewed from the Issues tab in the Projects module.

To view an issue

Open the Projects module.
Select an item.
Select the Issues tab.