[{"data":1,"prerenderedAt":1160},["ShallowReactive",2],{"docs:guide:issues":3,"docs:nav":977,"seo-settings":1142},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":19,"sections":961,"seo":972,"publishedAt":975,"updatedAt":976},"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":947},"minimark",[22,26,31,47,50,63,70,83,87,104,106,118,127,131,136,151,154,203,212,215,225,229,232,240,243,253,257,264,272,276,279,329,337,341,344,349,354,380,383,387,402,412,416,419,424,436,443,452,456,459,467,470,484,486,490,493,524,526,530,541,549,553,561,569,579,586,591,670,678,682,687,722,729,734,740,772,780,784,792,796,825,828,832,871,882,886,892,898,907,916,920,923,941],[23,24],"youtube",{"id":25},"tqjBmNga_gA",[27,28,30],"h2",{"id":29},"short-term-issues","Short term Issues",[13,32,33,34,38,39,42,43,46],{},"These are ",[35,36,37],"strong",{},"immediate concerns or obstacles"," that need to be addressed ",[35,40,41],{},"within the current quarter or weekly meeting cycle",". Logged in the ",[35,44,45],{},"Level 10 Meeting (L10) Issues List",".",[13,48,49],{},"Examples:",[51,52,53,57,60],"ol",{},[54,55,56],"li",{},"A missed client deadline",[54,58,59],{},"A bug in the system",[54,61,62],{},"A team communication breakdown",[13,64,65,66,69],{},"These are typically tackled during the ",[35,67,68],{},"weekly L10 meetings",", where the team uses the IDS™ process (Identify, Discuss, Solve).",[71,72],"docs-image",{"asset":73},{"id":74,"publicId":75,"version":76,"format":77,"resourceType":78,"width":79,"height":80,"alt":81,"name":82},"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",[27,84,86],{"id":85},"long-term-issues","Long term Issues",[13,88,33,89,92,93,96,97,100,101,46],{},[35,90,91],{},"strategic challenges, opportunities, or ideas"," that aren’t urgent but are important for future growth. Logged in the ",[35,94,95],{},"V/TO™ (Vision/Traction Organizer)"," under the “Issues List” section (separate from the L10 list). Meant to be reviewed periodically, often in ",[35,98,99],{},"Quarterly Planning sessions"," or ",[35,102,103],{},"Annual meetings",[13,105,49],{},[107,108,109,112,115],"ul",{},[54,110,111],{},"Need to redesign the company website next year",[54,113,114],{},"Exploring expansion into a new market",[54,116,117],{},"Ongoing hiring challenges that need a long-term solution",[71,119],{"asset":120},{"id":121,"publicId":122,"version":76,"format":77,"resourceType":78,"width":123,"height":124,"alt":125,"name":126},"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",[27,128,130],{"id":129},"add-an-issue","Add an Issue",[13,132,133],{},[35,134,135],{},"Adding an Issue",[51,137,138,144],{},[54,139,140,141,143],{},"Navigate to the ",[35,142,7],{}," option in the sidebar.",[54,145,146,147,150],{},"Click the ",[35,148,149],{},"Add issue"," button located at the top right corner of the screen.",[13,152,153],{},"A popup will appear where you can:",[107,155,156,167,177,184,191,197],{},[54,157,158,159,162,163,166],{},"Enter a ",[35,160,161],{},"title"," and ",[35,164,165],{},"description"," for the issue.",[54,168,169,170,100,173,176],{},"Choose the issue type: ",[35,171,172],{},"Short Term",[35,174,175],{},"Long Term"," (located at the top of the popup).",[54,178,179,180,183],{},"Assign the ",[35,181,182],{},"team"," the issue belongs to.",[54,185,186,187,190],{},"Set the ",[35,188,189],{},"owner",", the person responsible for addressing the issue.",[54,192,193,194,46],{},"Select a ",[35,195,196],{},"priority level",[54,198,199,200,46],{},"Add any relevant ",[35,201,202],{},"attachments",[71,204],{"asset":205},{"id":206,"publicId":207,"version":76,"format":77,"resourceType":78,"width":208,"height":209,"alt":210,"name":211},"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",[13,213,214],{},"You can also update the issue status any time between Not solved and Solved.",[71,216],{"asset":217},{"id":218,"publicId":219,"version":220,"format":77,"resourceType":78,"width":221,"height":222,"alt":223,"name":224},"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",[27,226,228],{"id":227},"print-your-issues","Print your issues",[13,230,231],{},"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.",[71,233],{"asset":234},{"id":235,"publicId":236,"version":220,"format":77,"resourceType":78,"width":237,"height":209,"alt":238,"name":239},"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",[13,241,242],{},"The printout will include the current data in your issues based on your selected filters.",[71,244],{"asset":245},{"id":246,"publicId":247,"version":248,"format":77,"resourceType":78,"width":249,"height":250,"alt":251,"name":252},"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",[27,254,256],{"id":255},"import-data","Import data",[13,258,259,260,263],{},"You can import issue data in CSV format by clicking the ",[35,261,262],{},"Upload"," button.",[71,265],{"asset":266},{"id":267,"publicId":268,"version":220,"format":77,"resourceType":78,"width":221,"height":269,"alt":270,"name":271},"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",[27,273,275],{"id":274},"edit-an-issue","Edit an Issue",[13,277,278],{},"To update an existing issue:",[51,280,281,284],{},[54,282,283],{},"Click on the issue to view/edit.",[54,285,286,287],{},"You can then:",[107,288,289,297,305,310,321],{},[54,290,291,292,294,295,46],{},"Update the ",[35,293,161],{}," and optional ",[35,296,165],{},[54,298,299,300,100,302,46],{},"Add ",[35,301,202],{},[35,303,304],{},"comments",[54,306,186,307,46],{},[35,308,309],{},"issue status",[54,311,291,312,314,315,317,318,46],{},[35,313,189],{},", ",[35,316,182],{},", or ",[35,319,320],{},"priority",[54,322,323,324,162,326,328],{},"Move the issue between ",[35,325,172],{},[35,327,175],{}," as needed.",[71,330],{"asset":331},{"id":332,"publicId":333,"version":334,"format":77,"resourceType":78,"width":237,"height":209,"alt":335,"name":336},"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",[27,338,340],{"id":339},"merge-issues","Merge Issues",[13,342,343],{},"The Merge Issues feature allows you to combine multiple Issues into a single one, helping reduce duplicates and keep your IDS list organized.",[345,346,348],"h4",{"id":347},"how-to-merge-issues","How to Merge Issues",[350,351,353],"h5",{"id":352},"step-1-select-multiple-issues","Step 1: Select Multiple Issues",[51,355,356,363,374,377],{},[54,357,358,359,362],{},"Hold ",[35,360,361],{},"Shift"," on your keyboard",[54,364,365,366,369],{},"Click on any ",[35,367,368],{},"Issue title",[107,370,371],{},[54,372,373],{},"This will activate checkboxes next to all Issues",[54,375,376],{},"Release Shift",[54,378,379],{},"Select the checkboxes for the Issues you want to merge",[381,382],"hr",{},[350,384,386],{"id":385},"step-2-open-actions-menu","Step 2: Open Actions Menu",[51,388,389,396],{},[54,390,391,392,395],{},"After selecting Issues, click the ",[35,393,394],{},"Actions"," dropdown at the bottom",[54,397,398,399],{},"Select ",[35,400,401],{},"Combine",[71,403],{"asset":404},{"id":405,"publicId":406,"version":407,"format":77,"resourceType":78,"width":408,"height":409,"alt":410,"name":411},"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",[350,413,415],{"id":414},"step-3-choose-the-issue-to-keep","Step 3: Choose the Issue to Keep",[13,417,418],{},"A pop-up will appear asking:",[13,420,421],{},[35,422,423],{},"“Which issue do you want to keep?”",[107,425,426,433],{},[54,427,428,429,432],{},"This is the ",[35,430,431],{},"main Issue"," that all others will merge into",[54,434,435],{},"The selected Issue will become the final combined version",[13,437,438,439,442],{},"Click ",[35,440,441],{},"Continue"," after selecting your preferred Issue.",[71,444],{"asset":445},{"id":446,"publicId":447,"version":407,"format":77,"resourceType":78,"width":448,"height":449,"alt":450,"name":451},"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",[350,453,455],{"id":454},"step-4-confirm-merge","Step 4: Confirm Merge",[13,457,458],{},"You’ll see a confirmation screen showing:",[107,460,461,464],{},[54,462,463],{},"Which Issues will be merged",[54,465,466],{},"Which Issue will be kept",[13,468,469],{},"Click:",[107,471,472,478],{},[54,473,474,477],{},[35,475,476],{},"Confirm"," to complete the merge",[54,479,480,483],{},[35,481,482],{},"Cancel"," to stop the action",[381,485],{},[345,487,489],{"id":488},"what-gets-merged","What Gets Merged",[13,491,492],{},"When Issues are combined:",[107,494,495,502,508],{},[54,496,497,498,501],{},"✅ ",[35,499,500],{},"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.",[54,503,497,504,507],{},[35,505,506],{},"Attachments"," are merged into the kept Issue",[54,509,510,511,514,515],{},"❌ ",[35,512,513],{},"Comments"," are NOT merged",[107,516,517],{},[54,518,519,520,523],{},"Only the comments from the ",[35,521,522],{},"selected Issue to keep"," will remain",[381,525],{},[345,527,529],{"id":528},"important-notes","Important Notes",[107,531,532,535,538],{},[54,533,534],{},"Merging is permanent and cannot be undone",[54,536,537],{},"Make sure to select the correct Issue to keep before confirming",[54,539,540],{},"This is best used for cleaning up duplicate or related Issues",[71,542],{"asset":543},{"id":544,"publicId":545,"version":407,"format":77,"resourceType":78,"width":546,"height":409,"alt":547,"name":548},"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",[27,550,552],{"id":551},"create-to-do","Create  to-do",[13,554,555,556,560],{},"To create a to do for an issue, click the three dots for that issue and select the ",[557,558,559],"code",{},"Add to-do"," option.",[71,562],{"asset":563},{"id":564,"publicId":565,"version":566,"format":77,"resourceType":78,"width":237,"height":209,"alt":567,"name":568},"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",[13,570,571,572,575,576,578],{},"You can also create a to-do from an existing issue. Open the issue, click the ",[35,573,574],{},"\"3 dot icon\""," in the upper right-hand corner of the screen, and select ",[557,577,559],{}," from the options.",[71,580],{"asset":581},{"id":582,"publicId":583,"version":334,"format":77,"resourceType":78,"width":79,"height":80,"alt":584,"name":585},"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",[13,587,588],{},[35,589,590],{},"Adding a To-Do",[51,592,593,664],{},[54,594,595,596],{},"Click to create a new to-do. A popup will appear with the following options:",[107,597,598,604,610,622,632,638,644,658],{},[54,599,600,603],{},[35,601,602],{},"Title:"," The default title can be updated as needed.",[54,605,606,609],{},[35,607,608],{},"Description:"," Optional field to provide additional details.",[54,611,612,615,616,618,619,46],{},[35,613,614],{},"Visibility:"," Choose whether the to-do is for the ",[35,617,182],{}," or is ",[35,620,621],{},"private",[54,623,624,627,628,631],{},[35,625,626],{},"Status:"," Automatically set to ",[35,629,630],{},"To-do"," by default.",[54,633,634,637],{},[35,635,636],{},"Due Date:"," Set by default to seven days from the current date, but can be updated.",[54,639,640,643],{},[35,641,642],{},"Team:"," Automatically populated with the creator’s current team. To change, click the team name and select another from the dropdown.",[54,645,646,649,650,653,654,657],{},[35,647,648],{},"Owner:"," Automatically assigned to the creator. To change, select a different owner or toggle ",[35,651,652],{},"Copy to multiple people"," and click ",[35,655,656],{},"+ Add people"," to assign multiple owners.",[54,659,660,663],{},[35,661,662],{},"Priority:"," Assign a priority level from the dropdown.",[54,665,666,667,669],{},"Once all details are set, click the ",[35,668,559],{}," 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.",[71,671],{"asset":672},{"id":673,"publicId":674,"version":566,"format":77,"resourceType":78,"width":221,"height":675,"alt":676,"name":677},"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",[27,679,681],{"id":680},"display-settings","Display settings",[13,683,684],{},[35,685,686],{},"Viewing Issues",[51,688,689,695],{},[54,690,438,691,694],{},[35,692,693],{},"Display"," to choose how you want to view your issues.",[54,696,697,698,701,702],{},"Use the ",[35,699,700],{},"Solved Issues"," dropdown to filter:",[107,703,704,710,716],{},[54,705,706,709],{},[35,707,708],{},"Hide All"," – hide all solved issues.",[54,711,712,715],{},[35,713,714],{},"Past Day / Week / Month / Year"," – show solved issues within the selected timeframe.",[54,717,718,721],{},[35,719,720],{},"Show All"," – display all solved issues.",[71,723],{"asset":724},{"id":725,"publicId":726,"version":566,"format":77,"resourceType":78,"width":79,"height":80,"alt":727,"name":728},"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",[13,730,731],{},[35,732,733],{},"Sorting Issues",[13,735,697,736,739],{},[35,737,738],{},"Display Order"," dropdown to choose your preferred sort order. You can sort issues by:",[107,741,742,747,752,757,762,767],{},[54,743,744],{},[35,745,746],{},"Title",[54,748,749],{},[35,750,751],{},"People/Owner",[54,753,754],{},[35,755,756],{},"Date Created",[54,758,759],{},[35,760,761],{},"Manual Order",[54,763,764],{},[35,765,766],{},"Priority",[54,768,769],{},[35,770,771],{},"Number",[71,773],{"asset":774},{"id":775,"publicId":776,"version":777,"format":77,"resourceType":78,"width":237,"height":222,"alt":778,"name":779},"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",[27,781,783],{"id":782},"creating-issues-by-email","Creating Issues by Email",[13,785,786,791],{},[787,788,790],"a",{"href":789},"/","Success.co"," allows you to create Issues by sending an email directly to a team-specific email address.",[345,793,795],{"id":794},"who-can-change-this-setting","Who can change this setting",[107,797,798,813,819],{},[54,799,800,801,804,805,808,809,812],{},"Only users with ",[35,802,803],{},"Admin"," level access and ",[35,806,807],{},"Managers"," can turn ",[35,810,811],{},"Create issues by email"," on or off and regenerate the email address.",[54,814,815,818],{},[35,816,817],{},"Team Members"," can copy the email address once the setting is on.",[54,820,821,824],{},[35,822,823],{},"Observers"," have no access to this setting.",[13,826,827],{},"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.",[345,829,831],{"id":830},"step-1-enable-create-issues-by-email","Step 1: Enable Create Issues by Email",[51,833,834,840,847,853,862],{},[54,835,398,836,839],{},[35,837,838],{},"Teams"," from the left-hand sidebar.",[54,841,842,843,846],{},"Select the ",[35,844,845],{},"Team"," where you want the Issue to be created.",[54,848,146,849,852],{},[35,850,851],{},"Settings"," tab within the Team.",[54,854,855,856,859,860,46],{},"Under ",[35,857,858],{},"Inbound email",", locate ",[35,861,811],{},[54,863,864,865,867,868,46],{},"Turn the ",[35,866,811],{}," toggle ",[35,869,870],{},"ON",[71,872],{"asset":873},{"id":874,"publicId":875,"version":876,"format":877,"resourceType":78,"width":878,"height":879,"alt":880,"name":881},"7cc004783d05d0b1427b84eeeb40c898","docs/1",1792986436,"webp",2000,1161,"Team Settings tab in Success.co with Create issues by email highlighted under Inbound email","1",[345,883,885],{"id":884},"step-2-copy-the-teams-issue-email-address","Step 2: Copy the Team's Issue Email Address",[13,887,888,889,891],{},"Once ",[35,890,811],{}," is turned on, a unique email address for that Team will appear underneath the setting.",[13,893,146,894,897],{},[35,895,896],{},"Copy"," icon next to the email address to copy it or click on the Regenerate icon to generate a new email address.",[899,900,901],"blockquote",{},[13,902,903,906],{},[35,904,905],{},"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.",[71,908],{"asset":909},{"id":910,"publicId":911,"version":912,"format":877,"resourceType":78,"width":878,"height":913,"alt":914,"name":915},"2143ed77e68061263c0c73b85ef002e1","docs/2",1792986796,1164,"Create issues by email turned on in Team Settings, showing the Team's issue email address with copy and regenerate icons","2",[345,917,919],{"id":918},"step-3-create-and-send-your-email","Step 3: Create and Send Your Email",[13,921,922],{},"Open your email provider and create a new email.",[51,924,925,932,935,938],{},[54,926,927,928,931],{},"In the ",[35,929,930],{},"To"," field, paste the Team's Issue email address.",[54,933,934],{},"Enter the Issue you want to create in the email.",[54,936,937],{},"Add any relevant information or details.",[54,939,940],{},"Send the email.",[13,942,943,946],{},[35,944,945],{},"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":948,"searchDepth":949,"depth":949,"links":950},"",2,[951,952,953,954,955,956,957,958,959,960],{"id":29,"depth":949,"text":30},{"id":85,"depth":949,"text":86},{"id":129,"depth":949,"text":130},{"id":227,"depth":949,"text":228},{"id":255,"depth":949,"text":256},{"id":274,"depth":949,"text":275},{"id":339,"depth":949,"text":340},{"id":551,"depth":949,"text":552},{"id":680,"depth":949,"text":681},{"id":782,"depth":949,"text":783},[962,963,964,965,966,967,968,969,970,971],{"id":29,"title":30},{"id":85,"title":86},{"id":129,"title":130},{"id":227,"title":228},{"id":255,"title":256},{"id":274,"title":275},{"id":339,"title":340},{"id":551,"title":552},{"id":680,"title":681},{"id":782,"title":783},{"title":973,"description":974},"Issues Tool Guide — Success.co","Use Issues in Success.co to capture and solve obstacles fast. 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