Make It an Issue
Move a KPI, Rock, or To-Do to the Issues list with the "Make it an Issue" button.
Table of Contents
Making it an Issue
During a Weekly Team Meeting or when getting things done throughout the week, quickly turn an off track, past due, or underperforming item into an Issue for further discussion.
1. Right-Click
Right-click on any Rock, To-Do, Issue, or KPI to view a quick list of actions.
2. More Actions Button
- Click an item to open the details section to the right
- Click the more actions button
- Click Make it an Issue
Remember:
- The workflow pictured works the same on KPIs, To-Dos, Issues, and other items in the system.
- Edit the title, description, owner, or team when creating the Issue.
- The KPI, Rock, or To-Do made into an Issue does not remove it from the individual list. The information is brought over to the Issues list and isn't connected to the individual item.
Turn Issues Into To-Dos the Same Way
Create To-Dos while discussing an Issue in a Weekly Team Meeting to delegate and create actionable steps to solve Issues.
Select Save and the Issue is added to the To-Do list. Again, any changes made to the To-Do created don't reflect on the Issue.