Once created, an Issue is managed from its chat. There, the people involved talk, share images and forms, update the status, and record all progress until it’s closed.
📌 The Issues module is available on the Professional and Enterprise plans. Accounts on the Free or Starter plan can activate a 30-day trial.
📌 Open an Issue
In the Issues section, on the web or in the app, select the Issue you want to review.
On the web, the Issue chat opens as a side panel.
Next to Issues in the web and app menu, you’ll see the number of open Issues you have. The number updates when you close or receive Issues, without restarting the app.
📌 What you can do inside an Issue
Chat
The people involved in the Issue can communicate directly on the platform to discuss details, share information, or coordinate actions.
Send images
On the web: select the + button at the bottom left of the chat and then Add image.
In the app: use the + button and choose an image from your gallery or take one with your phone’s camera.
Send forms and answers
From the same + button, you can select:
Send form: asks someone to fill out a form for the Issue.
Send form answers: attaches an answer that has already been completed.
The form or answer appears in the chat as a clickable button. Learn more in Attach form answers and forms to Issues.
View details
Open the Issue’s detailed view, with its name, description, assignees, due date, priority, and the rest of its information. If the Issue was created from a form, on the web you can also see the source form.
Edit the Issue
Change the Issue’s fields. Only assignees can edit it. If you have admin permissions, you can also edit any Issue in the account.
Change the status
Update the Issue’s status as it progresses: Open, In progress, Stopped, or Completed. This way, everyone can see what stage it’s in.
Close the Issue
When you complete the Issue, you can record the before and after with photos and a final comment. See Close an Issue with evidence.
Export to PDF
From the web, you can download a PDF with the Issue summary. See Export Issues.
Delete the Issue
You can delete an Issue, but once deleted it can’t be recovered. Make sure before you continue.
📌 Notifications
You’ll receive notifications 1 day and 1 hour before the Issue’s due date, so it gets closed on time.
You’ll also receive an email when:
You create an Issue.
You’re assigned as an assignee.
You’re added as a participant.
If you have admin permissions or are the main administrator, you can see all Issues in the account, but you only receive notifications for Issues where you’re an assignee or participant.
📌 Frequently asked questions
Who can edit an Issue? The Issue’s assignees. Users with admin permissions can also edit all Issues in the account.
What are the statuses of an Issue? Open, In progress, Stopped, and Completed.
What does the number next to Issues in the menu mean? It’s the number of open Issues you have. It shows the same way on the web and in the app.
Why don’t I get notifications for an Issue I can see? As an admin you can see all Issues, but to receive notifications you need to assign yourself as an assignee or invite yourself as a participant.
Can I recover a deleted Issue? No. Once deleted, it can’t be recovered.
Can I send images from the app? Yes, from your gallery or with your phone’s camera.
Where can I see a form sent to the Issue? In the Issue chat, as a clickable button that opens the form page.
To learn more about the module, see: Issues