Issue types let you define in advance how each kind of problem is created and managed. When you choose a type, the Issue automatically takes on its assignees, location, deadlines, requirements, and forms, so every case follows the same process.
📌 The Issues module is available on the Professional and Enterprise plans. Accounts on the Free or Starter plan can activate a 30-day trial.
📌 Where to configure them
Go to the Issues section and select Configure. You can also create a type from Create + > Create issue type.
In the Issue types list, you’ll see your account’s types, each with Edit and Delete actions.
To create a new one, select Create type +.
By default, accounts include the “Maintenance”, “Inspection”, and “Other” types.
📌 Permissions
To view, create, and edit Issue types, you need edit and admin permissions.
📌 Create an Issue type
When you select Create type +, the Create Issue Type screen opens with these sections:
Name *: the Issue type’s name.
Assignee (Assign to): one or more people in charge of closing Issues of this type. They’re selected one by one, not by groups. If you don’t set an assignee, whoever creates the Issue can define it.
Location: a location from the existing list.
Assets: which asset types and which specific assets are available when creating an Issue of this type. This setting controls the options in the asset selector.
Mandatory requirements:
Due date: the number of days allowed for each priority (Low, Medium, High, and Critical). When an Issue is created, the due date is calculated automatically based on the chosen priority.
Evidence: requires attaching at least one image when creating the Issue.
Closing image and Closing comment: require uploading an image and writing a comment when closing the Issue.
Location and Asset: require these fields when creating the Issue.
Priority: if you choose a default priority, whoever creates the Issue can’t change it, but will see its description.
Custom fields: additional fields specific to your operation, added with Add field +.
Forms: forms automatically requested from the people participating in the Issue, added with + Add form. They’re added one at a time; selecting form folders isn’t available yet. See Attach form answers and forms to Issues.
When you’re done, select Save. To leave without saving, select Cancel.
📌 What happens when you create an Issue with this type
Information configured in the type is filled in automatically and can’t be edited. Fields the type leaves empty can be filled in.
If no type is chosen, the Issue is set as “Other” and no configuration applies.
Learn more in How do I create an issue?.
📌 Edit or delete an Issue type
From the Issue types list, use Edit or Delete. Keep in mind how this affects reports:
Action | PDF and Excel | Google Sheets |
Edit the type’s name | Shows the new name | Keeps the old name |
Delete the type | Shows as “Others” | Keeps the deleted name |
Changes don’t carry over to Google Sheets due to Google’s technical limitations.
📌 Frequently asked questions
What permissions do I need to create or edit Issue types? Edit and admin permissions.
Can I assign several assignees to a type? Yes, but you need to select them one by one. Assigning user groups isn’t possible.
What happens if I don’t set an assignee or location for the type? Whoever creates the Issue can define them when creating it.
How is the due date calculated? Based on the priority chosen when creating the Issue and the days configured for that priority in the type. Each priority can have a different deadline.
Can I fix the priority for a type? Yes. If you choose a default priority, whoever creates the Issue can’t change it, but will see its description.
Can I assign more than one form to a type? Yes, but they’re added one at a time. Selecting form folders isn’t possible.
How are forms linked to a type delivered? The form is sent to the Issue chat as a clickable button. Once completed, the answer also appears in the chat as a button.
What happens to reports if I edit or delete a type? In PDF and Excel, the name is updated or shows as “Others”. In Google Sheets, the previous name is kept.
To learn more about the module, see: Issues