Summary
Instructions on how to navigate the Feed menu and Issues menu, to include creating a new issue, viewing assigned issues, and updating an issue.
Body
Feed
The ability to view or edit project feeds (snap-shot of project actions).
- Click Feed on the Navigation menu (see Figure 1).
- Click the Comment button
- Select Feed Type: Edits, Status Changes, or Comments.
- Add/Update Comments
- Click Save
Click Save after all project info entries/updates.


Figure 1 – Feed
Issues
The ability to enter, assign, and view project tasks.
Create New Issue

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Figure 2 – Issues
- Click Issues on the Navigation menu (see Figure 2).

- Click the New button.
- Type a Title (see Figure 3).
- Select the Category (“General” from drop down).
- Select the Priority (Select from drop down).
- Select Status (drop down: Cancelled, Completed, In Process, New, or On Hold).
- Add/Update Description.
- Enter Start Date and Due Date.
- Enter Responsible (*Note: Resource is required).
- Click Save.
*Denotes Required Fields
Click Save after all project info entries/updates.
Figure 3 – Create New Issue
View Assigned Issue
- Click on the Title (of assigned issue).
- Click the Actions button.
- Click Update Take Issue, Convert to Ticket, Move, Delete, Forward or Flag (see Figure 4).
*Denotes Required Fields
Click Save after all project info entries/updates.


Figure 4 – View Assigned Issue
Update Issue
- Click the Title (of assigned issue).

- Click Actions button.
- Select Update.
- Click on New Status.
- Select a Status Cancelled, Completed, In Process, New or On Hold.
- Add/Update Comments.
- Add Notification. (*Note: A Resource must be selected.Select ‘All’ for entire team).
- Browse and select any Attachment(s).
- Click Save (see Figure 5).
*Denotes Required Fields
Click Save after all project info entries/updates.
Figure 5 – Update Issue