How to create an Issue

Note

When created, Issues will always be related to a Portfolio, a Project, or a Work Package.

  1. Log in to the HTML5 client.

  2. Select the Issues Center workspace, Issues Grid.

  3. Click on the NewIssueButton.png button available in the main toolbar to open the Create a New Issue popup. Then select a Portfolio Folder, Project, or Work Package the Issue will be related to.

  4. In the Issue Card, enter the needed information.

  5. Select a task in the Related Task field if you want to relate the Issue to a task. In doing so, the Issue will be available in the Gantt side panel.

    Note

    This field is only available if you create an Issue related to a Project.

  6. Enter dates in the Planning section so that some alerts will indicate if there are issues with Committed Dates (or Due Dates if the Committed Date field is empty).

  7. Click on the CREATE button to close the card.