Creating an Issue in Orufy Projects
Step 1: Access the Create Issue Window
Go to Your Dashboard:
- On your project dashboard in Orufy Projects, locate the Create Issue button in the upper right corner.
Open the Issue Creation Window:
- Click the Create Issue button to open the issue creation form.
Step 2: Fill Out Issue Details
Project Name:
- Select the project where this issue belongs. For example, choose Business if that’s your project name.
Issue Type:
- Select the type of issue you’re creating, such as Task, Bug, or Feature. For this example, choose Task.
Status:
- Set the initial status of the issue. For instance, select TO DO if the task hasn’t been started yet.
Issue Title:
- Enter a clear and descriptive title for the issue.
Description:
- Provide a detailed description of the issue or task, outlining what needs to be done.
Attach Files:
- If necessary, attach any relevant files by either dragging and dropping them into the designated area or clicking Browse files to upload them.
Assignee:
- Select the team member who will be responsible for completing this issue.
Reporter:
- Enter the name of the person reporting or creating the issue (e.g., MS).
Priority:
- Choose the priority level for the issue, such as Low, Medium, or High.
Step 3: Finalize and Create the Issue
Create Another Issue:
- If you need to create multiple issues, click on Create Another Issue to keep the form open for the next one.
Create:
- Once you’ve filled out all the necessary details, click Create to save the issue and add it to your project.
Editing an Issue in Orufy Projects
Step 1: Access the Issue for Editing
Locate the Issue:
- Find the issue you want to edit on your project dashboard or in the relevant task list.
Open the Issue:
- Click on the issue to open its detailed view.
Step 2: Edit the Issue
Link Issue:
- To associate this issue with another, click on Link Issue and choose the related issue from your project.
Add Subtask:
- If the issue needs to be broken down into smaller tasks, click Add Subtask to create and link subtasks.
Attach Files:
- If additional documentation or files are needed, click Attach to upload files directly to the issue.
Step 3: Review and Update Activity
Activity Section:
- In the Activity section, you can see a log of actions taken on the issue, such as changes to assignees or status updates.
Comments:
- Add or review comments related to the issue. This is useful for team communication and clarifying details.
Step 4: Update Assignee and Status
Assignee:
- You can reassign the issue to another team member if necessary.
Status:
- Update the issue’s status to reflect its current progress (e.g., from TO DO to IN PROGRESS).
Step 5: Set Priority
Priority:
- Adjust the priority of the issue by selecting from options like Low, Normal, High, or Urgent.
Configure:
- Click Configure to customize the priority settings or other fields as needed.
