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Create issue ticket

There are 3 ways to open the New issue window:

  • On the Issues page (main menu), click the New issue button in the toolbar.
  • On the dashboard, click the + button on the Issues quick-action card.
  • From an item page: click the Perform task button, then select New issue. The item is automatically added, but you can add more items if you want.

Then, add the issue information:

  1. Issue headline (required): A short description of the issue. This is what shows up in the issue listings.
  2. Items (required): Add one or more items to the issue ticket.
  3. Resolve before (required): Set a deadline for when the issue should be resolved and the issue ticket closed. The deadline must be in the future. If the issue is still open or in progress when the deadline is reached, the participants are notified.
  4. Description: More details about the issue. You can keep refining the description later on the issue page, where it supports rich text, inline images and @-mentions.
  5. Primary person responsible: The person (user) with the main responsibility for resolving the issue.
  6. Location: The place where the broken items are located.
  7. Participants: Optionally, add more users to be involved in resolving the issue. All participants are notified about the issue.
  8. Tags: Add free-form tags to group and find related issues.
  9. Mark item(s) as Inoperative while issue is open: When checked, the condition of the selected items automatically changes to Inoperative when the issue is opened, and back to Operative when it is closed.

Click Create issue to save. The new issue opens on its own page, where you can add pictures and file attachments, comment, and edit every detail inline.