# Issues

Issues is where your team captures real-time obstacles, off-track metrics, or strategic roadblocks. This is where problems go to get solved.

URL: https://www.success.co/docs/guides/issues  
Published: 2025-08-12

## Short term 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).

![Success.co Issues page on the Short term tab, listing a team's open Issues with priority, number and owner](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KD3t1KXnSW9TH4VSerB8TF61/Screenshot-2025-12-22-at-7-54-29-PM)

## Long term Issues

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

![Success.co Issues page on the Long term tab, listing a team's long-term Issues with priority, number and owner](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kD3t32748S41C30RcnXq96T0/Screenshot-2025-12-22-at-7-55-16-PM)

## Add an Issue

**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**.

![Add issue dialog with Short term and Long term options, title and description fields, and team, owner, priority and attachments settings](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Kd3t6WHsh3SB9X5ZQB7ekH4t/Screenshot-2025-12-22-at-7-57-14-PM)

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

![Add issue dialog with the status dropdown open, showing the Not solved and Solved options](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Kd3Tfk4xHJq67VsNk3Jnc3hd/Screenshot-2025-12-22-at-8-02-04-PM)

## Print your issues

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.

![Issues page with the printer icon highlighted in the top right and its menu open to choose Portrait or Landscape page orientation](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kd3TJjrnw1ys776qY4ttR44q/Screenshot-2025-12-22-at-8-03-25-PM)

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

![PDF preview of printed Short-Term Issues for a team, listing each issue's title, description, created date and owner](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01K2Dcv3023r4CJAJ8pAvc2X3k/Print-Portrait)

## Import data

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

![Issues page with the Import Excel file dialog open, showing a drag and drop area and the Import Excel file button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Kd3Tnz0f4R15HWPWBYMqMtja/Screenshot-2025-12-22-at-8-05-28-PM)

## Edit an Issue

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.

![Issue detail page showing the title, description, attachments and comments, with status, owner, team, priority and type settings on the right](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KD3tt77F9fF0wTxNXwHSjmwq/Screenshot-2025-12-22-at-8-07-54-PM)

## Merge Issues

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**

![Issues page with four Issues selected and the Actions menu open at the bottom, showing options including Combine](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Kp8P8vAvkS6w07sge240d6Sa/Screenshot-2026-04-15-at-2-36-19-PM)

##### 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.

![Combine issues dialog asking which issue do you want to keep, with one of the four selected Issues chosen and the Continue button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KP8pdWf6hP8d8H4tZj76rxSE/Screenshot-2026-04-15-at-2-36-53-PM)

##### 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

![Combine 4 issues confirmation dialog showing three Issues struck through merging into the kept issue, with Back and Confirm buttons](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kp8PPnzsnd84qePQcj02BRkS/Screenshot-2026-04-15-at-2-37-23-PM)

## Create  to-do

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

![Success.co Issues list with the three dot menu on an Issue highlighted, showing Edit, Make long-term, Add to-do, Make a copy and Delete](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KD3v5w19kYV1ep377YeP63Hc/Screenshot-2025-12-22-at-8-14-05-PM)

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.

![Success.co Issue detail page with the three dot icon highlighted in the top right and Add to-do at the top of its menu](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Kd3v3jM58D2J7G6Y1e9CS4FD/Screenshot-2025-12-22-at-8-12-31-PM)

**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.

![Add to-do dialog over the Issues page, filled with the Issue title and Due date, Team, Owner and Priority fields, with the Add to-do button](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Kd3VANrXAJq7SP1Xh44tyW39/Screenshot-2025-12-22-at-8-16-25-PM)

## Display settings

**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.

![Issues page Display menu with the Solved issues dropdown open, listing Hide all, Show past day, week, month, year and Show all](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kD3vZ0kKW471r729mP7Zg17t/Screenshot-2025-12-22-at-8-22-32-PM)

**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**

![Issues page Display menu with the Display order dropdown open, listing Title, People, Date created, Manual, Priority and Number](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01KD3W05Dc95e1AkR1ah4ah4PD/Screenshot-2025-12-22-at-8-28-42-PM)

## Creating Issues by Email

[Success.co](https://www.success.co/) allows you to create Issues by sending an email directly to a team-specific email address.

#### Who can change this setting

- Only users with **Admin** level access and **Managers** can turn **Create issues by email** on or off and regenerate the email address.
- **Team Members** can copy the email address once the setting is on.
- **Observers** have no access to this setting.

This is a Team setting, not a personal one. When an Admin or Manager turns it on, it works for everyone on that Team, so each person doesn't need to turn it on for themselves.

#### Step 1: Enable Create Issues 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**.

![Team Settings tab in Success.co with the Create issues by email toggle highlighted under Inbound email](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M2HcvqyB4KeADe9v2fqdC8hq/Screenshot-2026-09-15-at-3-00-53-AM)

#### 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.

![Team Settings tab with Create issues by email turned on, showing the team's unique Issue email address with a copy icon](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01M2Hd2SZQM12RAp2qkZ04JZ2Y/Screenshot-2026-09-15-at-3-04-54-AM)

#### 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.