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Getting Started with Issues

Issues is where your team captures, prioritizes, and resolves the problems and blockers that impact progress and performance.

Taylor Owen avatar
Written by Taylor Owen
Updated over 3 weeks ago

Issues is the central place where your team captures, prioritizes, and resolves the real problems holding the business back. It creates a shared source of truth for obstacles, risks, and decisions that need attention so nothing gets lost in side conversations or scattered notes. Whether an issue comes from a meeting, a metric, customer feedback, or day to day work, Issues ensures it is visible, owned, and driven to resolution. Each issue includes an owner, priority, status, target date, and health indicator so your team always knows what needs attention and where things stand.

On the main Issues page, you will see all active issues displayed with key details such as title, owner, priority, status, and health. This page gives leaders and teams an immediate snapshot of what is blocking progress and what is being worked on. Inside the Issues table, open issues are shown at the top while resolved items are grouped below for clarity. You can search, filter, and sort issues to focus on the most important problems first. Issues helps teams stay honest, aligned, and accountable while turning problems into progress.


Five Steps to Get Started

1. Review your Issues list

Start by exploring the Issues page to understand how issues are organized and displayed. Each issue shows its title, owner, priority, health, target date, and status. Scan the list to identify patterns or recurring problems and note which issues need immediate attention.

2. Add your first issue

Click the add issue button to create a new issue. Write a clear, specific title that describes the problem, not the solution. Good examples focus on the root issue rather than the task required to fix it. Assign an owner who is responsible for driving the issue to resolution.

3. Set priority and context

Once the issue is created, assign a priority level to indicate urgency. Add any relevant notes or context so the owner and team understand why the issue matters and what impact it has. Clear context helps speed up discussion and decision making.

4. Review issues during meetings

Use Issues as a core part of your weekly team meetings. Review open issues together, clarify ownership, and decide on next steps. This rhythm ensures problems are discussed consistently and do not linger unresolved.

5. Resolve and close issues

When an issue is resolved, mark it as complete or closed. Keeping resolved issues separated from open ones keeps the list clean and focused. Regularly closing issues reinforces momentum and shows progress over time.


Tips and Tricks for Best Results

Focus on problems, not tasks
Issues should describe what is broken or blocked. Action items belong in Lists or Projects, not as Issues.

Assign one clear owner
Every issue should have a single owner responsible for moving it forward, even if others are involved.

Prioritize ruthlessly
Too many high priority issues reduce focus. Be honest about what truly needs attention now.

Use Issues as a leadership tool
Encourage teams to surface problems early. A healthy Issues list means people feel safe raising concerns.

Review issues consistently
Regular review creates accountability and prevents small problems from becoming major ones.

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