Manage Issues in Design Collaboration

See Issues to learn more about issues and their workflow. This topic is about the specific interactions with issues within Design Collaboration.

Filter Issues

Use the team group drop-down menu or filters to manipulate the issues list.

  1. Select the team group drop-down list.

  2. Select one of the following:

    • Team WIP issues - to see all the issues created on both your team's work-in-progress models (Team Space) and models shared by your team (Shared folder).

    • Team package issues - to see only those issues created on your team's work-in-progress models.

    • All my team's issues - to see only those issues created on your team's shared models.

  3. Click Filters

  4. Filter using the following fields:

    • Status

    • Created by

    • Assigned to

    • Created at

    • Due Date

View Issues

If an issue is created in a document, you can select the document link inside the issue and view the document the issue was created from. This view remains inside the Design Collaboration module.

Edit Issues

Edit project-level and document-level issues according to your needs.

  1. Click a project-level or document-level issue to open it for editing.

  2. To change the issue status, from the Status drop-down list select the desired status.

    Tip: Creators, assignees, and project administrators can set an issue as Answered. Issue creators and project administrators can set an issue to Closed when the work is completed. Void issues are no longer relevant to the project.

  3. On the Details tab, edit the assignee and due date.

  4. On the Attachments tab, add the desired files to an issue.

  5. On the Activity tab, enter a comment you want to add to an issue, and click Send. Mention someone with @ to have a message sent to them.

    Note: Only project members with access to a document's folder can add comments to an issue.

Export Issues

You can export a list of project issues in PDF or CSV formats for offline review by clicking Export. The CSV option can be opened and manipulated in Excel.

The following fields are available in the report:

Parent page: Issues in Design Collaboration