Use the following filters to sort through Issues effectively:

• Short-Term or Long-Term Issues
• Team dropdown
• Archive toggle
• Search bar

Issues Page Organization

The Issues page typically consists of a single list of Issues. If Issues are sent to your team or if you send Issues to another team, they are shown on separate lists.

The top of each Issues list displays the Issue type (short- or long-term), the total number of Issues the team has raised, and two options for how the Issues are laid out.

List Views

There are two ways to display your Issues:

• List View — Displayed as an icon with three vertical bullet points, each followed by a horizontal line.
• Column View — Displayed as six horizontal lines organized in a borderless table that’s two columns wide and three rows tall.

You can select which view you want from the top right of the Issues list (but below the Filters bar and tabs (Short-Term, Long-Term) row.

Reorganizing and Sorting Issues

Each Issues list has several ways to help users organize their Issues. Click on any of the following filters to sort the list in ascending or descending order:

• Title — the name of the Issue.
• Ranking (#) — the priority ranking of the Issue (1-5).
• Created — the date (month, day) the Issue was created.
• Owner — the licensed user who owns the Issue.

Issues are the problems, obstacles, ideas, or opportunities teams discuss and solve during meetings. Our Issues tool captures and stores your team's short- and long-term Issues.

• Short-term Issues are discussed and solved during weekly team meetings. 
• Long-term Issues are prioritized, discussed, and solved during quarterly and annual team meetings.

Tip: Use our Insights tool to track your team's Issue completion rate and more.

Video Overview

Creating Issues in Ninety

There are three ways to create a new Issue in Ninety:

• Using the global Create button
• From your team's page in the Issues tool
• As a Linked Issue from another item

Using the Create Button

You can create new Issues from anywhere in Ninety using the Create button on the top right of the page or in the Issues tool.

 

To create a new Issue with the Create button:

1. Click Create on the top right of any page.
2. Use the dropdown to ensure Issue is selected.
3. Write a title for the Issue.
4. Choose a team from the Team dropdown.
5. Click Create Issue.

While creating Issues, you can also:

• Switch the person bringing the Issue to the team by clicking the profile image and selecting another user.
• Make it a long-term Issue by clicking the Interval dropdown and selecting Long-Term.
• Write a description.
• Add a user to the Who section — this is the decision maker for the Issue.
• Give it a priority number from the Priority dropdown.
• Attach files by clicking the plus button next to Attachments.

 

 

Tip: Enter Your Issues Before Your Next Meeting

Entering Issues before your next meeting is crucial for several reasons:

• Improved meeting flow: Adding well-described Issues beforehand keeps the meeting running smoothly.
• Efficient prioritization: Preliminary ranking helps streamline the discussion process.
• Enhanced clarity: Accurately identifying and thoroughly clarifying Issues increases the chances of resolution.
• Focused discussions: Well-prepared Issues reduce the likelihood of conversations veering off path.
• Time-saving: Capturing Issues as they arise throughout the week saves valuable meeting time.

By entering Issues beforehand, your meetings will be more focused, productive, and aligned with their intended purpose.

Managing Your Issues Lists

Keeping your Issues lists up-to-date and organized helps teams stay productive both in and out of meetings. You can do the following to quickly manage your Issues lists:

• Toggle between list and column view with the buttons on the top right of the list.
• Drag and drop Issues into a new order by hovering over the far left of an Issue's row and then clicking and dragging the six-dot icon.
• Sort all issues alphabetically, numerically (by priority number), chronologically (by created date), or individually (by Issue owner) by clicking any of the following at the top of each column, respectively:
  • Title
  • #
  • Created
  • Owner

Right-click any Issue on one of your team's lists to open a dropdown of additional ways to manage your Issues, including:

• Top of List — Move this Issue to the top of the team's list.
• Bottom of List — Move this Issue to the bottom of the team's list.
• Create linked Rock — Create a Rock using this Issue's title and description.
• Create linked To-Do — Create a To-Do using this Issue's title and description.
• Create linked Issue — Create a new Issue using this Issue's title and description.
• Create linked Headline — Create a Headline using this Issue's title and description.
• Send to Another Team — Move this Issue to another team's list.
• Merge into Another Issue — Transfer all of this Issue's information to another Issue on the list (the user will click the Issue to merge with).
• Make Long-Term Issue/Make Short-Term Issue — Move this Issue to the same team's opposite list.
• Archive — Move this Issue to your team's Issue archive.
• Copy Link — Copy a link directly to this Issue's details card to your clipboard.
• Delete — Delete this Issue from your list (it will not be archived).

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:

1. Click Issues from the left navigation.
2. Locate the short-term or long-term Issue you'd like to edit.
3. Click the Issue's row to open its details panel.
4. 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.

The Issues tool's archive saves all your team's completed or archived Issues in one central location. You can review your team's archived Issues at any time by clicking the Archive toggle.

Archiving Issues

Arching completed or irrelevant Issues keeps your lists clean and organized between meetings. The steps to archive one or more Issues are the same for short or long-term Issues.

Bulk Archiving Completed Issues

Users with Manager or higher permissions can archive all Issues marked complete.

To archive all completed Issues:

1. Click Issues from the left navigation.
2. Click the storage box icon on the Filters bar.
3. Click Archive on the popup to confirm.

 

 

Deleting Issues

Deleting an Issue permanently removes it from your workspace and the archive. Any licensed user can delete an Issue.

To delete an Issue:

1. Right-click the intended Issue.
2. Select Delete from the dropdown.

Users with the role of Manager or higher can customize their team's Issues tool to fit how they operate.

Accessing Issue Settings

To access your team's Issue settings, click the gear icon () on the far right of the filters bar. Only users with the proper permissions can view and change these settings. If you don't see the gear icon, you don't have the proper permissions and should contact your manager.

Use the Issue Settings window to turn on or off the following:

• Prioritization — the ability for team members to assign a priority value to their Issues to denote how important it is to discuss and solve in the next team meeting.
• Voting — the ability to allow all team members who have joined a meeting through Ninety to cast up to three votes on the Issue(s) to discuss next.
• Desired Solve Rate — the ability for your team to set their desired solve rate for Issues; review your team's Issue-solving performance in the Insights tool or the Past Meetings page.

Exporting your Issues from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. Follow the steps below to export your Issues effectively.

Exporting Issues to an XLSX File

To export one of your team's Issues into an XLSX spreadsheet:

1. Click Issues from the left navigation.
2. Select the appropriate Team using the dropdown.
3. Click the Download icon () on the far right of the filter bar.
4. Save your file.

The exported spreadsheet has one tab for short-term Issues and another for long-term Issues. Each tab includes the following information:

• Owner
• Title
• Description
• Type
• Priority
• Team
• Who
• Attachments
• Completed On (date)
• Link
• Create Date
• Archive Date

The exported sheet does not include Issues sent to your team from other teams.

Printing your Issues helps you maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. This guide provides step-by-step instructions for generating and printing a PDF of your team's Issues.

How to Export Issues to a PDF

Follow these steps to download all Issues displayed on your team's page (either your short-term Issues or long-term Issues) as a PDF:

1. Click Issues from the left navigation.
2. Use the Team dropdown to choose the relevant team.
3. Click the PDF icon () on the filters bar.
4. Choose the PDF's page orientation from the popup.
5. Click Print.

How to Print the PDF

Once you have downloaded the PDF, follow these steps to print it:

1. Open the file using a PDF viewer such as Adobe Acrobat, Preview (Mac), or a web browser.
2. Go to file> Print or press Ctrl + P (Windows) / Cmd + P (Mac) to open the print dialog.
3. Ensure the correct printer is selected.
4. Choose the appropriate page size.
5. Set orientation (Portrait/Landscape) based on the layout.
6. Adjust margins and scaling if necessary for better readability.
7. Click Print to complete the process.

To print a single Issue:

1. Right-click the Issue.
2. Click Copy Link.
3. Paste the link in your web browser.
4. Select Print to PDF from the dropdown.
5. Press Ctrl + P (Windows) / Cmd + P (Mac) to open the print dialog.

You can easily set up notifications from Ninety to receive messages when someone comments on an Issue you're following.

Setting Up Event Notifications

To receive event notifications to your email:

1. Click your name or profile icon and select Notifications from the popup.
2. Toggle on your preferred options for receiving email notifications.

Go to Your Notifications Page

By configuring your notification preferences in Ninety, you can maintain awareness of your tasks and deadlines, fostering accountability and timely progress toward your goals.