Issues List

The main view for browsing, filtering, and managing all your issues.

The List View

When you open the Tasks & Issues app, you'll see all your issues in a data table with the following columns:

Column	Description
ID	Unique identifier with status indicator dot
Title	Issue name with optional tags displayed inline
Status	Current workflow status (editable inline)
Due Date	Target completion date (editable inline)
Priority	Low, Medium, or High (editable inline)
Assignee	Team member responsible (editable inline)
Actions	Quick actions menu

Status Indicators

Each issue displays a colored dot next to its ID:

Color	Meaning
Green	Completed or closed
Blue	In progress
Red	Overdue (past due date and not complete)
Gray	Not yet started

Overdue Items

Issues with past due dates are highlighted in red in the Due Date column, making it easy to identify items that need immediate attention.

Filtering Your Issues

Use the filter buttons at the top of the page to narrow down your view.

Available Filters

Filter	Description
Status	Filter by workflow status (To Do, In Progress, Done, etc.)
Tags	Filter by assigned tags
Type	Filter by issue type (Task, Risk, Decision, Assumption, and any enabled types)
Priority	Filter by priority level (Low, Medium, High)
Assignee	Filter by team member, team, or organization
Milestone	Filter by linked milestone steps
Due Date	Filter by date range

Using Filters

1. Click any filter button to open the filter dropdown
2. Select one or more values to filter by
3. The table updates instantly to show matching issues
4. Active filters show a count badge indicating selected values
5. Click Reset to clear all filters

Search

Use the search box to find issues by title or description. Search results update as you type with a brief delay for performance.

Creating Issues

Quick Create

1. Click the + Create button in the toolbar
2. Select the issue type (Task, Risk, Decision, Assumption, or any enabled type)
3. Enter the required fields:
   • Title - A clear, descriptive name
   • Status - Initial workflow status
4. Optionally fill in additional fields:
   • Description
   • Priority
   • Assignee
   • Due Date
   • Tags
   • Custom fields (if configured)
5. Click Create to save the issue

Issue Visibility

When creating an issue, you can set its visibility:

• Private - Only you and explicitly shared members can see it
• Published - Shared with your team based on access permissions

Inline Editing

Most fields can be edited directly from the list view without opening the detail view:

Editable Fields

• Status - Click to open dropdown and select new status
• Priority - Click to cycle through Low, Medium, High
• Due Date - Click to open date picker
• Assignee - Click to search and select team member

Changes save automatically and sync in real-time with your team.

Bulk Operations

Select multiple issues to perform batch updates.

Selecting Issues

• Click the checkbox next to individual issues
• Click the header checkbox to select all visible issues

Available Bulk Actions

With issues selected, use the bulk action dropdown to:

• Update status (changes apply to all selected)
• Update priority
• Change assignee
• Set due date
• Add or remove tags
• Archive issues
• Delete issues

View Options

Customize how issues are displayed using the View button.

Display Settings

• Show Tags - Display tag badges in the title column
• Show Sub-issues - Include sub-issues in the list
• Show Closed Issues - Include completed items
• Show Archived - Include archived issues

Column Visibility

Toggle which columns appear in the table:

• ID, Type, Title, Status, Due Date, Priority, Assignee, Access, Related Steps

Rows Per Page

Choose how many issues to display: 25, 50, or 100 per page.