Limitations in creating issues
When you have the correct access and permissions you can create issues on a project or task. However, the following are cases when you might not be able to create issues:
- Your Workfront administrator or a group administrator must enable adding issues to a project that is in a Complete or Dead status in your Project Preferences area. For information about setting project preferences, see Configure system-wide project preferences.
- You cannot add issues to a project that is in Pending Approval.
Prepare the New Issue form
Your organization should have a well-defined process in place for when and how to record an issue. When you configure this process, the first step is to create the form necessary for submitting an issue.
Users can add issues to a project in the following ways:
- Directly add them to tasks and projects.
- Submit them to a request queue.
The New Issue form can contain important information that will be helpful in resolving the issue quickly.
You can configure the New Issue form to include the following information when users add issues to the project or to its tasks:
- Custom fields
- Approvals
- Assignments (Routing Rules)
The fields for new issues or requests are defined in the Queue Details section of the project where the issues will be logged.
For information about configuring the Queue Details section of the project, see Create a Request Queue.
For information about creating issues by submitting them to a request queue, see the Create issues by entering a new request section in this article.
Create issues on a task or project using the New Issue button
After you have defined the fields of a new issue form on your project, you can start creating issues.
To create an issue on a task or a project:
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Go to a project where you want to create the issue.
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(Optional) If you want to log the issue for a task, go to the Tasks area, then click the name of a task.
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Click the Issues section.
The list of project issues displays
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Click New Issue at the top of the issue list.
The New issue box displays. -
(Conditional) If the project creator created Queue Topics or Topic Groups on the project they are added to the new issue form. Specify the Topic Group or the Queue Topic of your new issue. Topic Groups and Queue Topics have names customized to your environment.
For more information about creating Topic Groups, see Create Topic Groups. For more information about creating Queue Topics, see Create Queue Topics.- If there is only one Queue Topic set on the project, it is displayed automatically.
- If the Topic Group does not have any Queue Topics or Topic Groups under it, nothing is available in the Topic Group drop-down.
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Add the issue name in the Subject field, then add a Description.
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(Conditional) If the project creator allowed for the Request Type field to display on the New Issue form, select the type of your issue from the following options:
- Bug Report
- Change Order
- Issue
- Request
Depending on how your Workfront administrator has configured your Project Preferences, the names of the issue types might be different for you.
TIP
The Request Types must be enabled in the Queue Details and as well as when creating the Queue Topic to display as a selection in the New Issue form. For information, see the following articles: -
Continue specifying the fields available in the New issue form. For more information about the fields available as you enter a new issue, see Edit issues.
IMPORTANT
Not all the issue-related fields are available in the New issue form. The project creator enables the fields available when creating an issue when they define the Queue Details area of the project. For more information, see Create a Requests Queue. -
(Conditional) If the Queue Topics are associated with a custom form, that custom form will display in the New issue form.
Or
If the project is associated with an issue custom form through the Queue Details area, the form displays in the New issue form, after the default Workfront fields.For information, see Create a Request Queue.
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Click Submit.
Issues can be assigned to multiple users, job roles or to a team. For more information about assigning and managing requests, see Manage work and team requests.
Create issues on a task or project inline
When you want to add several issues quickly, you can create issues for a task or a project inline, by adding them to a list of issues.
To create issues inline:
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Go to a project where you want to create the issue.
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(Optional) If you want to log the issue for a task, go to the Tasks section, then click the name of a task.
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Click the Issues section in the left panel.
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Click Add More Issues at the bottom of the issue list.
A new line is created in the list of issues on the Issues section.
TIP
This option is dimmed if the Allow users to add issues inline setting is deselected in the Edit Project box. For information, see Edit projects. -
Start typing the name of the issue in the Name field, then continue adding more information about the issue inline.
TIP
The fields that are available to edit inline are made available by the view you apply to your issue list. You might not be able to inline edit the following type of fields:- Fields that belong to another object
- Fields that you don’t have access to edit
- Fields that are calculations and which are automatically updated by Workfront
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Click Enter to finish inline editing, and add the issue to the project or task.