How to Submit Issues? | Online Help | Zoho Projects

How to Submit Issues?

The Issues module helps you report, track, and manage issues that arise during a project. Users can submit issues from multiple views such as Overview, List, Kanban, and also from Tasks, so they can capture issues from the view that best fits their workflow.

Submit Issues from Overview

  1. Navigate to Overview > Issues on the left navigation panel.
  2. Click Submit Issue in the top-right corner, select a project from the drop-down.
  3. Add an Issue Title and select an Assignee to handle the issue.
  4. Fill in the other fields (both default and custom fields will be shown on the form), then click Add.
  5. Click Add More to submit more issues.
    1. Alternatively, click Submit Issues in the cell, enter the Issue Title, and select the project from the drop-down.

Submit Issues in List View

  1. Select a project either from the Recent Projects section or the Projects tab in the left navigation panel.
  2. Click Issues in the top band and open List view.
  3. Click Submit Issue in the cell.
  4. Enter the Issue Title and click Enter/return on your keyboard.

Issue Prefix and ID  

Issues will have a unique ID with a prefix preceding the ID. For example, if the Issue Prefix is set as TW, then issue ID will be TW-I1, I is for Issue. Issue Prefix is automatically set when creating a new project. Issue Prefix can be changed while editing a project.
  1. Use issues ID to search for issues.
  2. # mention an issue using issue ID in feeds, status, and comments. 

Submits Issues in Kanban View

  1. Select a project either from the Recent Projects section or the Projects tab in the left navigation panel.
  2. Click Issues in the top band and open Kanban view.
  3. Click Submit Issue in the top-right corner, then select a project from the drop-down.
  4. Add an Issue Title and select an Assignee to handle the issue.
  5. Fill in the other fields (both default and custom fields will be shown on the form) and then click Add.
  6. Click Add More to submit more issues.

Submit and Associate Issues from Tasks

  1. Select a project from the Recent Projects section or the Projects tab in the left navigation panel.
  2. Click the Tasks tab in the top band.
  3. Associate an Issue with the task.
    1. Alternatively, navigate to the Task Details page and click the Issues section.
    2. Click Associate Issue in the cell, enter the Issue Title, and press Enter/Return on your keyboard to create and associate the issue with the task.