Additional Commands for Issues

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Additional Commands for Issues

Above the Active Issues table, there are additional commands that you can use:

➢Click on the three dots to the left above the table. ▶ A drop-down menu will open.

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▶ If you have selected an Issue, additional commands related to the selected Issue will appear in the drop-down menu:

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➢Select the desired command:

▪Delete Issue: Permanently deletes the selected Issue.  


⚠ This action cannot be undone.


▪Assign Issue: Changes the owner of the selected Issue.

▪Share: Shares the Issue with selected individuals or teams without changing ownership.

▪Email a Link: Sends a link to the selected Issue via email.

▪Flow: Runs a flow for the Issue.

▪Run Report: Select a report to run.

▪Word Templates: Creates Word documents and templates.

▪Export to Excel: Exports the data to a static or dynamic Excel worksheet or to an Excel pivot table.

▪See associated records: Shows records associated with this view.