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. Each card shows the issue name, priority, and assignee, grouped into a column per status.- 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 you can filter your issues by Type to focus on customer requests, internal work, or planned jobs. 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. From the issue page you can:- Click Edit to change the name, description, category, priority, or status.
- Upload photos of the issue.
- Leave comments for your team.
- Review the tenants and unit owners linked to the property.