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Issues overview

concept
5 min readUpdated

What Issues is for

Issues is the recovery and exception destination for work that needs attention after the primary work is complete. Use it to review reported issues, see their current status, and choose between the full issue list and the board view.

If you need to…Go to
See the issue statistics and move to another Issues viewThe Issues destination
Search, filter, group, or update issues in a listReview and filter issues
See issues arranged on boardsOpen an Issues view, then Boards
Open and work with one issueWork with an issue
Set up or maintain a boardManage issue boards
Understand statuses and recoveryIssue states and recovery

Before you select a view, make sure the required project context is in place.

Before you start

The Issues pages work in the context of a selected project. Select a project before you review statistics, search the issue list, or view boards. If no project is selected, the page presents the message No project selected and the instruction Pick a project from the switcher to see its reported issues.

The list and board views use the same project context. This keeps the issues and boards you review together instead of mixing information from different projects.

With a project selected, continue to the Issues destination and choose the view that matches your work.

Open an Issues view

The Issues destination provides the starting point for the two working views: All Issues and Boards.

Prerequisites

  • You have a project selected.
  • You are on the Issues destination.

Steps

  1. Select one of these controls:

    If you need to…Select
    Review issues in a searchable listAll issues
    See issues arranged by board columnsBoards
  2. On either view, select All Issues or Boards in the Issues view tabs to switch views.

Result: The selected Issues view is on screen.

Identify the Issues destination controls before opening a view.

Understand the Issues views

The Issues destination is the summary view for the selected project. It combines an issue summary with links to the two working views. All Issues is the searchable list; Boards presents issues through board views.

The summary offers these time-range choices:

ControlWhat it changes
7dThe statistics period covers 7 days.
30dThe statistics period covers 30 days.
90dThe statistics period covers 90 days.

Select Refresh to reload the statistics and issue data. Select View all in the recent reports area to open the full issue list.

The All Issues view includes the list controls and the issue table. Its filters are Category, Type, Priority, Sort, and Group. It also includes Row density, the Search issues… field, and Per page when pagination is shown. The list can also show the status choices All, Open, In Progress, Resolved, and Closed.

The Boards view includes the board cards and a status filter for issues held on boards. Select New board to open the board-creation dialog, or select Board options on a board card to open Edit board, Duplicate, or Delete board. Board setup and maintenance are covered in Manage issue boards.

Use the All Issues list when you need to locate or organize a report.

Review and filter issues

Use All Issues when you need to locate a report, narrow the list, or organize the visible results.

Prerequisites

  • You have a project selected.
  • You have opened All Issues.

Steps

  1. Select All Issues in the Issues view tabs if another Issues view is open.

  2. Choose the filter or list arrangement that matches your question:

    If you need to…Use
    Narrow results by classificationCategory, Type, or Priority
    Change the order of resultsSort
    Arrange results into groupsGroup
    Change the amount of row detail shownRow density
  3. Enter a term in Search issues… to search the visible issue data.

  4. Select a status in the status filter: All, Open, In Progress, Resolved, or Closed.

  5. If active filters appear, select Clear all to remove the filters and search value.

  6. If the results span more than one page, choose a value in Per page and use the pagination controls to move through the results.

  7. If you select one or more issues, choose Mark In Progress, Resolve, or Close to apply that status to the selected issues.

Result: All Issues shows the list narrowed or organized according to your selected filters, search, grouping, density, and page settings.

If the list has no records, it shows No issues yet. If your selected filters return no records, it shows No issues match your filters.

Choose what to do next

After you choose an Issues view, continue with the task that matches what you need to accomplish.

Steps

  1. Select the next destination:

    If you need to…Select or open
    Inspect or update one issueWork with an issue
    Create, edit, duplicate, delete, or organize a boardManage issue boards
    Learn what an issue status means or how recovery worksIssue states and recovery
  2. Select the control that matches your current view:

    If you are on…Select
    All IssuesBoards to move to board work, or Back to Statistics to return to the Issues summary
    BoardsBack to Statistics to return to the Issues summary

Result: You are on the Issues page that matches the work you need to do next.

When board actions produce a message, the product uses these messages:

SituationMessage
A board is createdBoard created
A board is duplicatedBoard duplicated
Board settings are savedBoard updated
A board is restoredBoard restored
A deleted board can be restoredUndo
Board creation cannot be completedCould not create the board. Try again.
Board deletion cannot be completedCould not delete the board.
Board settings cannot be savedCould not save

If the Boards view has no boards, it shows No boards yet. If the selected status has no matching boards, it shows Nothing matches.

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Issues overview — Atloria (self dogfood)