Issues are problems or observations found in the field that need to be tracked and/or resolved. This article will describe how to:

  1. View the Issues List

  2. Report an Issue

NOTE: Your organization may not have our new Intelligent Team Automation functionality (which includes issues) enabled. Please contact if you are interested in enabling this functionality.

View the Issues List

To navigate to the Issues List, select Issues from the Overview tab.

On the issues list, you will see the list of issues that your organization is tracking.

Report an Issue

To report a new issue:

  1. Select the + button at the top of the issues list.

  2. Fill in all required fields and any other information you want to include about this issue.

  3. Select Save

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