Editing Issues
How to edit and add context to your Issues to prepare to discuss and resolve them.
-
Insights
-
Data
-
Rocks
-
To-Dos
-
Issues
-
Meetings
-
Headlines
-
Vision
-
Org Chart
-
1-on-1
-
Process
-
Directory
-
Knowledge Portal
-
Mastery
-
Assessments
-
Partner Hub
-
Integrations and Beta
-
Account Options and Troubleshooting
-
Mobile (Beta)
Table of Contents
Raising Issues for discussion is an essential step for teams to collaborate and act on the problems, opportunities, blockers, and questions preventing them from getting work done. To ensure your team finds effective solutions while discussing Issues, team members should add context and notes to their Issues in Ninety.
How to Edit Issues
You can edit any Issue on your team's Issues list by opening its details card. To open an Issue's details card, click the Issue's row.
To edit, add to, or modify an existing Issue, follow these steps:
- Click Issues from the left navigation.
- Locate the short-term or long-term Issue you'd like to edit.
- Click the Issue's row to open its details panel.
-
Use the details panel to update various aspects of the Issue, including its:
- Owner: the person raising the Issue.
- Title: a clear, brief explanation of the Issue.
- Description: the needed context for discussion, notes from team members, and what needs to be done to call the Issue solved.
- Priority: a ranking 1-5 indicating how necessary the Issue is to discuss during the next meeting.
- Who: an optional field to designate a team member who may be the ultimate decision maker to resolve the Issue.
- Team: the team that created the Issue.
- Public Issue: For most teams, all Issues are set to public; private teams can have private Issues; and the designated Leadership Team can choose whether or not their long-term Issues are visible to the rest of the organization.
- Attachments: Upload new files or delete outdated ones related to the Rock.
- Comments: Add comments to provide updates or communicate with team members.
Changes made to an Issue's details panel are saved automatically.
Issue Type
You can easily move Issues between your short and long-term lists. Simply right-click the Issue's row or click the ellipsis at the top of its details panel and select Make Short-Term Issue or Make Long-Term Issue, respectively.