How to access
Group → Issues tab (if enabled for the group)Prerequisites
Issues must be enabled for a group:- Edit the group settings
- Enable Issues/Tasks feature
- Configure issue settings
Issue Properties
Basic Fields
Brief title describing the issue or task.
Detailed description of the task, requirements, or problem.
Images, documents, or files related to the issue.
Classification
Issue type (e.g., Task, Bug, Feature, Research).
Current status (e.g., To Do, In Progress, Done).
Priority level (High, Medium, Low).
Assignment
Team member responsible for the issue.
Target completion date (if enabled).
Creating Issues
1
Navigate to Issues
Go to the group’s Issues tab.
2
Click Add Issue
Click Add Issue or + button.
3
Fill in details
Enter subject, description, and select type.
4
Set attributes
Assign to a member, set priority and status.
5
Add attachments
Upload any relevant files or screenshots.
6
Save
Click Save to create the issue.
Issue Settings Per Group
Configure what issue features are available:Enable priority levels on issues.
Enable due date field for issues.
Enable issue type categorization.
Enable status tracking workflow.
View Modes
Backlog View
Default list view showing all issues:- Linear list of all issues
- Sort by date, priority, status, or assignee
- Filter by various criteria
- Search by text
Kanban View
Visual board organized by status columns:- Drag and drop between columns
- Visual status overview
- Quick status updates
- Progress at a glance
Issue Statuses
Configure custom statuses for your workflow:Default Statuses
| Status | Description |
|---|---|
| To Do | Not yet started |
| In Progress | Currently being worked on |
| In Review | Awaiting review or approval |
| Done | Completed |
Custom Statuses
Create statuses matching your workflow:- Go to group settings
- Navigate to Issue Statuses
- Add, edit, or reorder statuses
- Set status colors for visual identification
Issue Types
Categorize issues by type:Default Types
| Type | Description |
|---|---|
| Task | General work item |
| Bug | Problem to fix |
| Feature | New functionality |
| Research | Investigation or analysis |
Custom Types
Create types for your organization:- Go to group settings
- Navigate to Issue Types
- Add custom types
- Optionally assign default assignees per type
Filtering and Search
Filter Options
Filter issues by:- Status
- Assignee
- Type
- Priority
- Due date
- Author
- Date created
Text Search
Search issues by:- Subject text
- Description content
- Comments
Notifications
Issue-related notifications:- Assigned to an issue
- Issue status changed
- Comment added
- Due date approaching
Use Cases
Project management
Project management
Track tasks for a specific project from start to completion.
Bug tracking
Bug tracking
Log and track bugs or problems that need fixing.
Action items
Action items
Track action items from meetings with assignees and due dates.
Content calendar
Content calendar
Manage content creation tasks with status workflow.
Event planning
Event planning
Track tasks needed to organize an event.
Best Practices
Clear subjects
Clear subjects
Write descriptive subjects that explain the task at a glance.
Always assign
Always assign
Ensure every issue has an assignee for accountability.
Update status regularly
Update status regularly
Keep statuses current so the team knows actual progress.
Use priorities appropriately
Use priorities appropriately
Not everything is high priority. Use levels meaningfully.
Close completed issues
Close completed issues
Move finished issues to Done to keep backlogs clean.