How to create an Issue and manage it

Creating an Issue

1. Open a Case, Contract or Court case and go to the "Issues" tab;
2. Click the "New Issue" button;
3. Fill in the form and save it.

What to enter in the form

• Title (required) — the name of the Issue;
• Description — details;
• Contract — which Contract the Issue belongs to, or "No contract". If the object has one Contract, it is filled in automatically. Choosing a Contract matters: only the Works of Issues attached to a Contract go into the Service acceptance act for that Contract;
• Priority (required) — the due date depends on it;
• To assign — the assignee from the users of your account (you by default).

The Issue page

Open an Issue by its number in the list. On the left are the description, author, assignee, due date, status and subtasks; on the right are the "Works", "Files", "Comments" and "Team" tabs. The "Files" and "Team" tabs depend on your plan.

Subtasks

On the Issue page click "Add subtask". A subtask is created the same way as an Issue, and the parent Issue changes to the "In progress" status. A subtask can have its own subtasks.

Editing

In the action menu (three dots) choose "Edit". An Issue can be edited by the account members, as well as by its author and assignee. The Issue number does not change.

Completing

In the menu on the Issue page choose "Complete issue" and confirm the action. All unfinished subtasks are completed together with it.

Deleting

Choose "Delete" and confirm. Only the account owner can delete Issues. Deleting an Issue also deletes its subtasks, Works and comments.