Choosing a view
Use the view switcher in the top right of the page to change how your issues are displayed:- Split: A list of issues alongside a preview of the selected issue, so you can move through them quickly without leaving the page.
- Table: A full-width table of every issue, best for filtering, sorting, and exporting.
- Board: A kanban board with a column for each status (Open, In progress, and Resolved).
Creating an issue
To create an issue, follow these steps:- Click New issue (or press N).
- Enter a name and an optional description.
- Choose the unit the issue relates to.
- Optionally assign a team member as the assignee.
- Pick an issue category, a priority, and a status.
- Click Create issue.
A unit is required when you create an issue from the Dashboard so the repair is linked to the right property.
Working on the board
The board gives you an at-a-glance view of your workload, grouped into a column per status. Each card shows the issue name and description, its category, its assignee, and the unit it relates to — or Communal for work in a shared area. Cards also show how many photos and videos are attached, the priority, and how long is left against the issue’s target, such as Due in 3 hours or 2 hours overdue. Issues your team raised are marked Internal or Planned; tenant requests carry no type label.- Drag a card from one column to another to update its status — for example, move a card into In progress when work starts, or Resolved when it is done.
- Use the create action at the top of a column to add a new issue that starts in that status.
Filtering and exporting
In the table and split views, click Filter to narrow the list by Status, Assignee, Priority, Building, Category, Type, or SLA. The SLA filter has two options, Breached and On hold, which are the quickest way to find work that has missed its target or is waiting on something. Click Export to download the issues currently shown, and any filters you have applied will be reflected in the exported file.Managing a single issue
Open an issue to see its details and history. At the top of the page you can change the assignee, and a badge shows how the issue is standing against its target, alongside the Response due, First response, and Resolution due times. Use Put on hold to pause the clock while you are waiting on someone else, and Resume to start it again. See Response targets for how the clocks work. From the issue page you can also:- Click Edit to change the name, description, category, priority, or status, to mark the issue as a Communal area issue, to record that the Tenant wants to be present, or to put the issue On hold with a Reason for the hold.
- Upload photos of the issue (PNG, JPEG, or PDF).
- Upload videos of the issue (MP4, MOV, or WebM, up to 100 MB each).
- Leave comments for your team.
- Review the tenants and unit owners linked to the property.
- Follow the timeline to see when the issue was created, updated, and resolved.