When creating new issues for your project you can also group them and sort them in multiple levels, this helps you to better organize and manage all the documentation, including when adding project Issues into Meeting Agendas and Meeting minutes.

Review the steps below to learn more:

From the Dialog Tab, click the menu icon to navigate to the Manage Issues
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1. Click the +New icon to create a New Issue

2. When creating a new Issue you have two options:

A. Pick from the list of default Company Issues (Default issues can be managed in the configuration Menu - Speak with your Admin if you do not have access to Configuration)

B. Create a new issue

Picking either option you have the option to nest and group your issues within your project. See the next step to learn how to Nest your issues on multiple levels.

Once you pick an option on step 3, fill out the information for the Issue’s Subject and Narrative.

The Narrative has a 1000 characters limit.

The next step is to select if you want to Nest it under another issue. If you leave the box unchecked this issue will become a new head issue.

In your project, you can change the preference to use automatic numbering for your Issues and also for Discussions.

See the image below for details

When enabling Automatic ISSUE numbering (A) all your Issues will be numbered including main levels and all the sublevels you create.

If you are using this feature for the first time, keep in mind that the numbers will be assigned by sorting the issues in Alphabetical order. The nested Issues will get a decimal place in the numbered sequence.

When you add Issues to your Meeting minutes or Meeting agendas you can sort them out in a different order if needed.

See the example below for how Numbered records look like:

The option to Use Automatic Discussions Numbering is not available on projects that have Nested issues.

You can only use this preference if you decide not to use the “nest” option for your Project Issues.

When creating Meeting Agendas or Meeting Minutes you can include Project issues as part of your document and later on, you can add discussions for those issues.

For both options, you have STEP 2 on the form where you can include your Project Issues.

Once you are in Step 2 you can select from the dropdown option what Issues you want to include.

If you select one of the sublevels, it will add also all the upper levels, this is intended to present all the relevant information for all the levels the selected issue might have.

If the Issue already has pending Discussions you can see them by clicking the + icon next to it.

To add Discussions (In Meeting minutes) use the +Add Discussion tool on the right side.

You can view or email your Meeting Minutes and all the nested Issues will be displayed including the Discussions and following the different levels you set up for your Project.

When closing Project Issues, all the issues nested below it will be also closed.
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