How do I customize my Issue Types?

This article describes how to set up issue types for your organization.

Written by Katie Briggs
Updated over a week ago

An issue type must be associated with each issue to help with issue triage and analysis. Fulcrum comes preloaded with a standard list of issue types, but you can customize this list to best suit the needs of your organization.

NOTE: You will need to have our Intelligent Team Automation (Tasks and Issues) feature set enabled to use this workflow! If you do not see Tasks and Issues in Fulcrum, please reach out to our support team via the red chat bubble in the bottom right corner of your screen to learn more about this new functionality and to have them enable it. It is included with your existing subscription.

To add to your organization's list of issue types or edit the existing ones:

  1. Select Issues from the left menu.

  2. Select ISSUES CONFIG.

    ​Note: You must have Manage Apps permission to modify your organization's issue types. If you do not, you will not see the ISSUES CONFIG button.

  3. In the Issues Config modal, you can rename or delete existing issue types and add new ones by clicking ADD ISSUE TYPE.

  4. After making your changes, hit SAVE in the bottom right corner of the window

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