Issues

These are immediate concerns or obstacles that need to be addressed within the current quarter or weekly meeting cycle. Logged in the Level 10 Meeting (L10) Issues List.

Examples:

1. A missed client deadline
2. A bug in the system
3. A team communication breakdown

These are typically tackled during the weekly L10 meetings, where the team uses the IDS™ process (Identify, Discuss, Solve).

These are strategic challenges, opportunities, or ideas that aren’t urgent but are important for future growth. Logged in the V/TO™ (Vision/Traction Organizer) under the “Issues List” section (separate from the L10 list). Meant to be reviewed periodically, often in Quarterly Planning sessions or Annual meetings.

Examples:

• Need to redesign the company website next year
• Exploring expansion into a new market
• Ongoing hiring challenges that need a long-term solution

Adding an Issue

1. Navigate to the Issues option in the sidebar.
2. Click the Add issue button located at the top right corner of the screen.

A popup will appear where you can:

• Enter a title and description for the issue.
• Choose the issue type: Short Term or Long Term (located at the top of the popup).
• Assign the team the issue belongs to.
• Set the owner, the person responsible for addressing the issue.
• Select a priority level.
• Add any relevant attachments.

You can also update the issue status any time between Not solved and Solved.

You can print a copy of your issues by clicking the printer icon at the top right of the screen. You will have two options: print in landscape or portrait format.

The printout will include the current data in your issues based on your selected filters.

You can import issue data in CSV format by clicking the Upload button.

To update an existing issue:

1. Click on the issue to view/edit.
2. You can then:
   • Update the title and optional description.
   • Add attachments or comments.
   • Set the issue status.
   • Update the owner, team, or priority.
   • Move the issue between Short Term and Long Term as needed.

The Merge Issues feature allows you to combine multiple Issues into a single one, helping reduce duplicates and keep your IDS list organized.

How to Merge Issues

Step 1: Select Multiple Issues

1. Hold Shift on your keyboard
2. Click on any Issue title
   • This will activate checkboxes next to all Issues
3. Release Shift
4. Select the checkboxes for the Issues you want to merge

Step 2: Open Actions Menu

1. After selecting Issues, click the Actions dropdown at the bottom
2. Select Combine

Step 3: Choose the Issue to Keep

A pop-up will appear asking:

“Which issue do you want to keep?”

• This is the main Issue that all others will merge into
• The selected Issue will become the final combined version

Click Continue after selecting your preferred Issue.

Step 4: Confirm Merge

You’ll see a confirmation screen showing:

• Which Issues will be merged
• Which Issue will be kept

Click:

• Confirm to complete the merge
• Cancel to stop the action

What Gets Merged

When Issues are combined:

• ✅ Descriptions from all selected Issues are merged into the kept Issue along with the recent Titles which will now also be a part of the description.
• ✅ Attachments are merged into the kept Issue
• ❌ Comments are NOT merged
  • Only the comments from the selected Issue to keep will remain

Important Notes

• Merging is permanent and cannot be undone
• Make sure to select the correct Issue to keep before confirming
• This is best used for cleaning up duplicate or related Issues

To create a to do for an issue, click the three dots for that issue and select the Add to-do option.

You can also create a to-do from an existing issue. Open the issue, click the "3 dot icon" in the upper right-hand corner of the screen, and select Add to-do from the options.

Adding a To-Do

1. Click to create a new to-do. A popup will appear with the following options:
   • Title: The default title can be updated as needed.
   • Description: Optional field to provide additional details.
   • Visibility: Choose whether the to-do is for the team or is private.
   • Status: Automatically set to To-do by default.
   • Due Date: Set by default to seven days from the current date, but can be updated.
   • Team: Automatically populated with the creator’s current team. To change, click the team name and select another from the dropdown.
   • Owner: Automatically assigned to the creator. To change, select a different owner or toggle Copy to multiple people and click + Add people to assign multiple owners.
   • Priority: Assign a priority level from the dropdown.
2. Once all details are set, click the Add to-do button. The to-do will be added to the list for the assigned team and owner, or only the owner if it is marked as private.

Viewing Issues

1. Click Display to choose how you want to view your issues.
2. Use the Solved Issues dropdown to filter:
   • Hide All – hide all solved issues.
   • Past Day / Week / Month / Year – show solved issues within the selected timeframe.
   • Show All – display all solved issues.

Sorting Issues

Use the Display Order dropdown to choose your preferred sort order. You can sort issues by:

• Title
• People/Owner
• Date Created
• Manual Order
• Priority
• Number

Success.co allows you to create Issues by sending an email directly to a team-specific email address.

Step 1: Enable Create To-Dos by Email

1. Select Teams from the left-hand sidebar.
2. Select the Team where you want the Issue to be created.
3. Click the Settings tab within the Team.
4. Under Inbound email, locate Create issues by email.
5. Turn the Create issues by email toggle ON.

Copy the Team's Issue Email Address

Once Create issues by email is turned on, a unique email address for that Team will appear underneath the setting.

Click the Copy icon next to the email address to copy it or click on the Regenerate icon to generate a new email address.

Note: Each Team has its own unique Issue email address. Make sure you're using the email address for the Team where you want the Issue to be created.

Create and Send Your Email

Open your email provider and create a new email.

1. In the To field, paste the Team's Issue email address.
2. Enter the Issue you want to create in the email.
3. Add any relevant information or details.
4. Send the email.

Tip: You can save the Team's unique Issue email address as a contact in your email provider for quicker access in the future.