[{"data":1,"prerenderedAt":1134},["ShallowReactive",2],{"docs:guide:issues":3,"docs:nav":972,"seo-settings":1116},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":19,"sections":956,"seo":967,"publishedAt":970,"updatedAt":971},"issues","/docs/guides/issues","Issues",{"type":9,"children":10},"root",[11],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","Issues is where your team captures real-time obstacles, off-track metrics, or strategic roadblocks. This is where problems go to get solved.",{"type":20,"value":21,"toc":942},"minimark",[22,27,43,46,59,66,79,83,100,102,114,123,127,132,147,150,199,208,211,221,225,228,236,239,249,253,260,268,272,275,325,333,337,340,345,350,376,379,383,398,408,412,415,420,432,439,448,452,455,463,466,480,482,486,489,520,522,526,537,545,549,557,565,575,582,587,666,674,678,683,718,725,730,736,768,776,780,788,792,821,824,828,867,877,881,887,893,902,911,915,918,936],[23,24,26],"h2",{"id":25},"short-term-issues","Short term Issues",[13,28,29,30,34,35,38,39,42],{},"These are ",[31,32,33],"strong",{},"immediate concerns or obstacles"," that need to be addressed ",[31,36,37],{},"within the current quarter or weekly meeting cycle",". Logged in the ",[31,40,41],{},"Level 10 Meeting (L10) Issues List",".",[13,44,45],{},"Examples:",[47,48,49,53,56],"ol",{},[50,51,52],"li",{},"A missed client deadline",[50,54,55],{},"A bug in the system",[50,57,58],{},"A team communication breakdown",[13,60,61,62,65],{},"These are typically tackled during the ",[31,63,64],{},"weekly L10 meetings",", where the team uses the IDS™ process (Identify, Discuss, Solve).",[67,68],"docs-image",{"asset":69},{"id":70,"publicId":71,"version":72,"format":73,"resourceType":74,"width":75,"height":76,"alt":77,"name":78},"3acf42eb9fb8b18d2d7346874cc1b15d","docs/a_01KD3t1KXnSW9TH4VSerB8TF61/Screenshot-2025-12-22-at-7-54-29-PM",1791492545,"png","image",3414,1978,"Success.co Issues page on the Short term tab, listing a team's open Issues with priority, number and owner","Screenshot 2025 12 22 At 7.54.29  P M",[23,80,82],{"id":81},"long-term-issues","Long term Issues",[13,84,29,85,88,89,92,93,96,97,42],{},[31,86,87],{},"strategic challenges, opportunities, or ideas"," that aren’t urgent but are important for future growth. Logged in the ",[31,90,91],{},"V/TO™ (Vision/Traction Organizer)"," under the “Issues List” section (separate from the L10 list). Meant to be reviewed periodically, often in ",[31,94,95],{},"Quarterly Planning sessions"," or ",[31,98,99],{},"Annual meetings",[13,101,45],{},[103,104,105,108,111],"ul",{},[50,106,107],{},"Need to redesign the company website next year",[50,109,110],{},"Exploring expansion into a new market",[50,112,113],{},"Ongoing hiring challenges that need a long-term solution",[67,115],{"asset":116},{"id":117,"publicId":118,"version":72,"format":73,"resourceType":74,"width":119,"height":120,"alt":121,"name":122},"52b1a994ef857e785859c459bfa50702","docs/a_01kD3t32748S41C30RcnXq96T0/Screenshot-2025-12-22-at-7-55-16-PM",3412,1984,"Success.co Issues page on the Long term tab, listing a team's long-term Issues with priority, number and owner","Screenshot 2025 12 22 At 7.55.16  P M",[23,124,126],{"id":125},"add-an-issue","Add an Issue",[13,128,129],{},[31,130,131],{},"Adding an Issue",[47,133,134,140],{},[50,135,136,137,139],{},"Navigate to the ",[31,138,7],{}," option in the sidebar.",[50,141,142,143,146],{},"Click the ",[31,144,145],{},"Add issue"," button located at the top right corner of the screen.",[13,148,149],{},"A popup will appear where you can:",[103,151,152,163,173,180,187,193],{},[50,153,154,155,158,159,162],{},"Enter a ",[31,156,157],{},"title"," and ",[31,160,161],{},"description"," for the issue.",[50,164,165,166,96,169,172],{},"Choose the issue type: ",[31,167,168],{},"Short Term",[31,170,171],{},"Long Term"," (located at the top of the popup).",[50,174,175,176,179],{},"Assign the ",[31,177,178],{},"team"," the issue belongs to.",[50,181,182,183,186],{},"Set the ",[31,184,185],{},"owner",", the person responsible for addressing the issue.",[50,188,189,190,42],{},"Select a ",[31,191,192],{},"priority level",[50,194,195,196,42],{},"Add any relevant ",[31,197,198],{},"attachments",[67,200],{"asset":201},{"id":202,"publicId":203,"version":72,"format":73,"resourceType":74,"width":204,"height":205,"alt":206,"name":207},"0c975d99a7b41578224e76b6901150e7","docs/a_01Kd3t6WHsh3SB9X5ZQB7ekH4t/Screenshot-2025-12-22-at-7-57-14-PM",3418,1980,"Add issue dialog with Short term and Long term options, title and description fields, and team, owner, priority and attachments settings","Screenshot 2025 12 22 At 7.57.14  P M",[13,209,210],{},"You can also update the issue status any time between Not solved and Solved.",[67,212],{"asset":213},{"id":214,"publicId":215,"version":216,"format":73,"resourceType":74,"width":217,"height":218,"alt":219,"name":220},"7d46a8938abe58fcea5661244841ed29","docs/a_01Kd3Tfk4xHJq67VsNk3Jnc3hd/Screenshot-2025-12-22-at-8-02-04-PM",1791492546,3416,1976,"Add issue dialog with the status dropdown open, showing the Not solved and Solved options","Screenshot 2025 12 22 At 8.02.04  P M",[23,222,224],{"id":223},"print-your-issues","Print your issues",[13,226,227],{},"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.",[67,229],{"asset":230},{"id":231,"publicId":232,"version":216,"format":73,"resourceType":74,"width":233,"height":205,"alt":234,"name":235},"305d79e548df6b1e8d9370d89d021eb4","docs/a_01kd3TJjrnw1ys776qY4ttR44q/Screenshot-2025-12-22-at-8-03-25-PM",3420,"Issues page with the printer icon highlighted in the top right and its menu open to choose Portrait or Landscape page orientation","Screenshot 2025 12 22 At 8.03.25  P M",[13,237,238],{},"The printout will include the current data in your issues based on your selected filters.",[67,240],{"asset":241},{"id":242,"publicId":243,"version":244,"format":73,"resourceType":74,"width":245,"height":246,"alt":247,"name":248},"40c1b95f418d9ec8a2f9d2ff397f167a","docs/a_01K2Dcv3023r4CJAJ8pAvc2X3k/Print-Portrait",1791492467,982,526,"PDF preview of printed Short-Term Issues for a team, listing each issue's title, description, created date and owner","Print Portrait",[23,250,252],{"id":251},"import-data","Import data",[13,254,255,256,259],{},"You can import issue data in CSV format by clicking the ",[31,257,258],{},"Upload"," button.",[67,261],{"asset":262},{"id":263,"publicId":264,"version":216,"format":73,"resourceType":74,"width":217,"height":265,"alt":266,"name":267},"26625e9ef3d6e3e4c524da6863f553cf","docs/a_01Kd3Tnz0f4R15HWPWBYMqMtja/Screenshot-2025-12-22-at-8-05-28-PM",1970,"Issues page with the Import Excel file dialog open, showing a drag and drop area and the Import Excel file button","Screenshot 2025 12 22 At 8.05.28  P M",[23,269,271],{"id":270},"edit-an-issue","Edit an Issue",[13,273,274],{},"To update an existing issue:",[47,276,277,280],{},[50,278,279],{},"Click on the issue to view/edit.",[50,281,282,283],{},"You can then:",[103,284,285,293,301,306,317],{},[50,286,287,288,290,291,42],{},"Update the ",[31,289,157],{}," and optional ",[31,292,161],{},[50,294,295,296,96,298,42],{},"Add ",[31,297,198],{},[31,299,300],{},"comments",[50,302,182,303,42],{},[31,304,305],{},"issue status",[50,307,287,308,310,311,313,314,42],{},[31,309,185],{},", ",[31,312,178],{},", or ",[31,315,316],{},"priority",[50,318,319,320,158,322,324],{},"Move the issue between ",[31,321,168],{},[31,323,171],{}," as needed.",[67,326],{"asset":327},{"id":328,"publicId":329,"version":330,"format":73,"resourceType":74,"width":233,"height":205,"alt":331,"name":332},"d42bec3f41f013d2b50eb464960dc208","docs/a_01KD3tt77F9fF0wTxNXwHSjmwq/Screenshot-2025-12-22-at-8-07-54-PM",1791492547,"Issue detail page showing the title, description, attachments and comments, with status, owner, team, priority and type settings on the right","Screenshot 2025 12 22 At 8.07.54  P M",[23,334,336],{"id":335},"merge-issues","Merge Issues",[13,338,339],{},"The Merge Issues feature allows you to combine multiple Issues into a single one, helping reduce duplicates and keep your IDS list organized.",[341,342,344],"h4",{"id":343},"how-to-merge-issues","How to Merge Issues",[346,347,349],"h5",{"id":348},"step-1-select-multiple-issues","Step 1: Select Multiple Issues",[47,351,352,359,370,373],{},[50,353,354,355,358],{},"Hold ",[31,356,357],{},"Shift"," on your keyboard",[50,360,361,362,365],{},"Click on any ",[31,363,364],{},"Issue title",[103,366,367],{},[50,368,369],{},"This will activate checkboxes next to all Issues",[50,371,372],{},"Release Shift",[50,374,375],{},"Select the checkboxes for the Issues you want to merge",[377,378],"hr",{},[346,380,382],{"id":381},"step-2-open-actions-menu","Step 2: Open Actions Menu",[47,384,385,392],{},[50,386,387,388,391],{},"After selecting Issues, click the ",[31,389,390],{},"Actions"," dropdown at the bottom",[50,393,394,395],{},"Select ",[31,396,397],{},"Combine",[67,399],{"asset":400},{"id":401,"publicId":402,"version":403,"format":73,"resourceType":74,"width":404,"height":405,"alt":406,"name":407},"c03b9f9091bcef7e16648d910c1783d0","docs/a_01Kp8P8vAvkS6w07sge240d6Sa/Screenshot-2026-04-15-at-2-36-19-PM",1791492613,3590,2048,"Issues page with four Issues selected and the Actions menu open at the bottom, showing options including Combine","Screenshot 2026 04 15 At 2.36.19  P M",[346,409,411],{"id":410},"step-3-choose-the-issue-to-keep","Step 3: Choose the Issue to Keep",[13,413,414],{},"A pop-up will appear asking:",[13,416,417],{},[31,418,419],{},"“Which issue do you want to keep?”",[103,421,422,429],{},[50,423,424,425,428],{},"This is the ",[31,426,427],{},"main Issue"," that all others will merge into",[50,430,431],{},"The selected Issue will become the final combined version",[13,433,434,435,438],{},"Click ",[31,436,437],{},"Continue"," after selecting your preferred Issue.",[67,440],{"asset":441},{"id":442,"publicId":443,"version":403,"format":73,"resourceType":74,"width":444,"height":445,"alt":446,"name":447},"c11f1dd5095ef3e5c57d8b802b1fab54","docs/a_01KP8pdWf6hP8d8H4tZj76rxSE/Screenshot-2026-04-15-at-2-36-53-PM",3608,2068,"Combine issues dialog asking which issue do you want to keep, with one of the four selected Issues chosen and the Continue button","Screenshot 2026 04 15 At 2.36.53  P M",[346,449,451],{"id":450},"step-4-confirm-merge","Step 4: Confirm Merge",[13,453,454],{},"You’ll see a confirmation screen showing:",[103,456,457,460],{},[50,458,459],{},"Which Issues will be merged",[50,461,462],{},"Which Issue will be kept",[13,464,465],{},"Click:",[103,467,468,474],{},[50,469,470,473],{},[31,471,472],{},"Confirm"," to complete the merge",[50,475,476,479],{},[31,477,478],{},"Cancel"," to stop the action",[377,481],{},[341,483,485],{"id":484},"what-gets-merged","What Gets Merged",[13,487,488],{},"When Issues are combined:",[103,490,491,498,504],{},[50,492,493,494,497],{},"✅ ",[31,495,496],{},"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.",[50,499,493,500,503],{},[31,501,502],{},"Attachments"," are merged into the kept Issue",[50,505,506,507,510,511],{},"❌ ",[31,508,509],{},"Comments"," are NOT merged",[103,512,513],{},[50,514,515,516,519],{},"Only the comments from the ",[31,517,518],{},"selected Issue to keep"," will remain",[377,521],{},[341,523,525],{"id":524},"important-notes","Important Notes",[103,527,528,531,534],{},[50,529,530],{},"Merging is permanent and cannot be undone",[50,532,533],{},"Make sure to select the correct Issue to keep before confirming",[50,535,536],{},"This is best used for cleaning up duplicate or related Issues",[67,538],{"asset":539},{"id":540,"publicId":541,"version":403,"format":73,"resourceType":74,"width":542,"height":405,"alt":543,"name":544},"8c7c0656f94fc0dabf45f28cc758a69b","docs/a_01kp8PPnzsnd84qePQcj02BRkS/Screenshot-2026-04-15-at-2-37-23-PM",3598,"Combine 4 issues confirmation dialog showing three Issues struck through merging into the kept issue, with Back and Confirm buttons","Screenshot 2026 04 15 At 2.37.23  P M",[23,546,548],{"id":547},"create-to-do","Create  to-do",[13,550,551,552,556],{},"To create a to do for an issue, click the three dots for that issue and select the ",[553,554,555],"code",{},"Add to-do"," option.",[67,558],{"asset":559},{"id":560,"publicId":561,"version":562,"format":73,"resourceType":74,"width":233,"height":205,"alt":563,"name":564},"979c3c53b02cfd209cd45627b594f866","docs/a_01KD3v5w19kYV1ep377YeP63Hc/Screenshot-2025-12-22-at-8-14-05-PM",1791492548,"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","Screenshot 2025 12 22 At 8.14.05  P M",[13,566,567,568,571,572,574],{},"You can also create a to-do from an existing issue. Open the issue, click the ",[31,569,570],{},"\"3 dot icon\""," in the upper right-hand corner of the screen, and select ",[553,573,555],{}," from the options.",[67,576],{"asset":577},{"id":578,"publicId":579,"version":330,"format":73,"resourceType":74,"width":75,"height":76,"alt":580,"name":581},"b2881f8486b85baa075c9c9c2e6dc16d","docs/a_01Kd3v3jM58D2J7G6Y1e9CS4FD/Screenshot-2025-12-22-at-8-12-31-PM","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","Screenshot 2025 12 22 At 8.12.31  P M",[13,583,584],{},[31,585,586],{},"Adding a To-Do",[47,588,589,660],{},[50,590,591,592],{},"Click to create a new to-do. A popup will appear with the following options:",[103,593,594,600,606,618,628,634,640,654],{},[50,595,596,599],{},[31,597,598],{},"Title:"," The default title can be updated as needed.",[50,601,602,605],{},[31,603,604],{},"Description:"," Optional field to provide additional details.",[50,607,608,611,612,614,615,42],{},[31,609,610],{},"Visibility:"," Choose whether the to-do is for the ",[31,613,178],{}," or is ",[31,616,617],{},"private",[50,619,620,623,624,627],{},[31,621,622],{},"Status:"," Automatically set to ",[31,625,626],{},"To-do"," by default.",[50,629,630,633],{},[31,631,632],{},"Due Date:"," Set by default to seven days from the current date, but can be updated.",[50,635,636,639],{},[31,637,638],{},"Team:"," Automatically populated with the creator’s current team. To change, click the team name and select another from the dropdown.",[50,641,642,645,646,649,650,653],{},[31,643,644],{},"Owner:"," Automatically assigned to the creator. To change, select a different owner or toggle ",[31,647,648],{},"Copy to multiple people"," and click ",[31,651,652],{},"+ Add people"," to assign multiple owners.",[50,655,656,659],{},[31,657,658],{},"Priority:"," Assign a priority level from the dropdown.",[50,661,662,663,665],{},"Once all details are set, click the ",[31,664,555],{}," 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.",[67,667],{"asset":668},{"id":669,"publicId":670,"version":562,"format":73,"resourceType":74,"width":217,"height":671,"alt":672,"name":673},"2975dc88c7576ad546b1ab01444b7af7","docs/a_01Kd3VANrXAJq7SP1Xh44tyW39/Screenshot-2025-12-22-at-8-16-25-PM",1982,"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","Screenshot 2025 12 22 At 8.16.25  P M",[23,675,677],{"id":676},"display-settings","Display settings",[13,679,680],{},[31,681,682],{},"Viewing Issues",[47,684,685,691],{},[50,686,434,687,690],{},[31,688,689],{},"Display"," to choose how you want to view your issues.",[50,692,693,694,697,698],{},"Use the ",[31,695,696],{},"Solved Issues"," dropdown to filter:",[103,699,700,706,712],{},[50,701,702,705],{},[31,703,704],{},"Hide All"," – hide all solved issues.",[50,707,708,711],{},[31,709,710],{},"Past Day / Week / Month / Year"," – show solved issues within the selected timeframe.",[50,713,714,717],{},[31,715,716],{},"Show All"," – display all solved issues.",[67,719],{"asset":720},{"id":721,"publicId":722,"version":562,"format":73,"resourceType":74,"width":75,"height":76,"alt":723,"name":724},"642ebfd2584849d1848492a0889632e3","docs/a_01kD3vZ0kKW471r729mP7Zg17t/Screenshot-2025-12-22-at-8-22-32-PM","Issues page Display menu with the Solved issues dropdown open, listing Hide all, Show past day, week, month, year and Show all","Screenshot 2025 12 22 At 8.22.32  P M",[13,726,727],{},[31,728,729],{},"Sorting Issues",[13,731,693,732,735],{},[31,733,734],{},"Display Order"," dropdown to choose your preferred sort order. You can sort issues by:",[103,737,738,743,748,753,758,763],{},[50,739,740],{},[31,741,742],{},"Title",[50,744,745],{},[31,746,747],{},"People/Owner",[50,749,750],{},[31,751,752],{},"Date Created",[50,754,755],{},[31,756,757],{},"Manual Order",[50,759,760],{},[31,761,762],{},"Priority",[50,764,765],{},[31,766,767],{},"Number",[67,769],{"asset":770},{"id":771,"publicId":772,"version":773,"format":73,"resourceType":74,"width":233,"height":218,"alt":774,"name":775},"6a2b0ef576f3ea2ff0dc5052ba95aebb","docs/a_01KD3W05Dc95e1AkR1ah4ah4PD/Screenshot-2025-12-22-at-8-28-42-PM",1791492549,"Issues page Display menu with the Display order dropdown open, listing Title, People, Date created, Manual, Priority and Number","Screenshot 2025 12 22 At 8.28.42  P M",[23,777,779],{"id":778},"creating-issues-by-email","Creating Issues by Email",[13,781,782,787],{},[783,784,786],"a",{"href":785},"/","Success.co"," allows you to create Issues by sending an email directly to a team-specific email address.",[341,789,791],{"id":790},"who-can-change-this-setting","Who can change this setting",[103,793,794,809,815],{},[50,795,796,797,800,801,804,805,808],{},"Only users with ",[31,798,799],{},"Admin"," level access and ",[31,802,803],{},"Managers"," can turn ",[31,806,807],{},"Create issues by email"," on or off and regenerate the email address.",[50,810,811,814],{},[31,812,813],{},"Team Members"," can copy the email address once the setting is on.",[50,816,817,820],{},[31,818,819],{},"Observers"," have no access to this setting.",[13,822,823],{},"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.",[341,825,827],{"id":826},"step-1-enable-create-issues-by-email","Step 1: Enable Create Issues by Email",[47,829,830,836,843,849,858],{},[50,831,394,832,835],{},[31,833,834],{},"Teams"," from the left-hand sidebar.",[50,837,838,839,842],{},"Select the ",[31,840,841],{},"Team"," where you want the Issue to be created.",[50,844,142,845,848],{},[31,846,847],{},"Settings"," tab within the Team.",[50,850,851,852,855,856,42],{},"Under ",[31,853,854],{},"Inbound email",", locate ",[31,857,807],{},[50,859,860,861,863,864,42],{},"Turn the ",[31,862,807],{}," toggle ",[31,865,866],{},"ON",[67,868],{"asset":869},{"id":870,"publicId":871,"version":872,"format":73,"resourceType":74,"width":873,"height":874,"alt":875,"name":876},"93b73e1b2225e372a099078db3601287","docs/a_01M2HcvqyB4KeADe9v2fqdC8hq/Screenshot-2026-09-15-at-3-00-53-AM",1791492649,3666,2044,"Team Settings tab in Success.co with the Create issues by email toggle highlighted under Inbound email","Screenshot 2026 09 15 At 3.00.53  A M",[341,878,880],{"id":879},"copy-the-teams-issue-email-address","Copy the Team's Issue Email Address",[13,882,883,884,886],{},"Once ",[31,885,807],{}," is turned on, a unique email address for that Team will appear underneath the setting.",[13,888,142,889,892],{},[31,890,891],{},"Copy"," icon next to the email address to copy it or click on the Regenerate icon to generate a new email address.",[894,895,896],"blockquote",{},[13,897,898,901],{},[31,899,900],{},"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.",[67,903],{"asset":904},{"id":905,"publicId":906,"version":872,"format":73,"resourceType":74,"width":907,"height":908,"alt":909,"name":910},"4fe1cf5cef3da6d0e556f560efe257d9","docs/a_01M2Hd2SZQM12RAp2qkZ04JZ2Y/Screenshot-2026-09-15-at-3-04-54-AM",3672,2056,"Team Settings tab with Create issues by email turned on, showing the team's unique Issue email address with a copy icon","Screenshot 2026 09 15 At 3.04.54  A M",[341,912,914],{"id":913},"create-and-send-your-email","Create and Send Your Email",[13,916,917],{},"Open your email provider and create a new email.",[47,919,920,927,930,933],{},[50,921,922,923,926],{},"In the ",[31,924,925],{},"To"," field, paste the Team's Issue email address.",[50,928,929],{},"Enter the Issue you want to create in the email.",[50,931,932],{},"Add any relevant information or details.",[50,934,935],{},"Send the email.",[13,937,938,941],{},[31,939,940],{},"Tip:"," You can save the Team's unique Issue email address as a contact in your email provider for quicker access in the future.",{"title":943,"searchDepth":944,"depth":944,"links":945},"",2,[946,947,948,949,950,951,952,953,954,955],{"id":25,"depth":944,"text":26},{"id":81,"depth":944,"text":82},{"id":125,"depth":944,"text":126},{"id":223,"depth":944,"text":224},{"id":251,"depth":944,"text":252},{"id":270,"depth":944,"text":271},{"id":335,"depth":944,"text":336},{"id":547,"depth":944,"text":548},{"id":676,"depth":944,"text":677},{"id":778,"depth":944,"text":779},[957,958,959,960,961,962,963,964,965,966],{"id":25,"title":26},{"id":81,"title":82},{"id":125,"title":126},{"id":223,"title":224},{"id":251,"title":252},{"id":270,"title":271},{"id":335,"title":336},{"id":547,"title":548},{"id":676,"title":677},{"id":778,"title":779},{"title":968,"description":969},"Issues Tool Guide — Success.co","Use Issues in Success.co to capture and solve obstacles fast. 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