Escalate a Discussion into an Issue

If a discussion thread brings to light something posing an active problem for a project, an issue can be created from the discussion.

1. Click Discussions

Click Discussions

  • On the Icon Bar, click the Project button, then click Discussions.

Note:  Clicking the Project button on the Icon Bar will take you directly to the Summary page of the last work you visited.

2. Select Discussion

Select Discussion

  • Click the subject of the discussion that you want to escalate into an issue.

3. Click Escalate to Issue

Click Escalate to Issue

  • Click Escalate to Issue.

4. Enter Information and Details

Enter Information and Details

  1. Click Owner, select the issue owner by searching in the Owner dialog box.
  2. In the Subject field, type a subject for your issue.
  3. Click Add Documents to attach relevant documents to the issue (optional).
  4. Click Message, type the body of your issue.
  5. Enter or select additional information as needed.
  6. Click Submit.

Note: When creating or editing an issue, hyperlinks to other issues can be added to make collaboration more efficient and communication more clear. To add a link to another issue (for example, issue #1234) within your issue comment, just add the following markup: [Issue: 1234]. Once your comment is saved, the markup will change to a hyperlink that will take you directly to that issue.

5. View Issue

View Issue

  • View discussion as an issue.