Anyone can create an Issue, which can then be assigned to different owners / teams, marked escalated, displayed and managed in meetings.
First enable issues in Settings -> Issues. The label used can be changed if your organisation using a different term to Issues.
There is an option to have 2 lists of issues based on timescale: Short Term & Long Term.
There is an option to allow issues to be linked to Key Results, Initiatives and / or KPIs.
Creating Issues
All that is required to create an issue is a short description, but you can also
- Assign to someone else
- Set a due date
- Mark as escalated
- Change to Long Term if timescale is enabled
Linking Issues
Issues can be linked to Key Results, Initiatives and KPIs - this can be done in the details pages for the Key Result, Initiative or KPI by creating an issue or linking to one already created. Any open linked issues are displaying in the check-in view.
Managing Issues
Issues can be listed by Owned, Team or All with filtering & sorting. More details are shown when clicking on a Issue
Issues have the following status: Open, Resolved, Closed
Issues can be combined, so if duplicate or similar issues are created they can be combined under the primary / main issue. Combine issues by dragging them in the list view.
Meetings
Issues can be added to a meeting agenda and can be selected based on Team, Escalation & Timescale.