Report and manage issues

If someone finds a problem while working through a checklist, they can record it against the relevant step instead of leaving it in an ordinary note.

Enable reporting for a template

If you can edit the template settings, open them, select Sharing, and find Issues.

1. Turn on Allow issue reporting.
2. If you want a separate place to manage follow-up, use Collect reported issues in to choose an existing checklist or create a new one.
3. Leave the destination as No central checklist if you only need issues recorded against their source tasks. A management checklist is optional.
4. Start a new run and check that the issue action is available.

Issue reporting requires Pro. The destination checklist is for managing reported problems, not a requirement for recording them.

Report a problem

1. Open a checklist or Play run with issues enabled.
2. Select the issue action on the task where the problem occurred.
3. Enter a short title and description. Add evidence if it helps explain the issue.
4. Submit it. If it is linked to a managed Issues checklist, follow that link to track its status.

When an issue gets a status

Issues require Pro and must be enabled for the checklist or template. A managed Open or resolved status appears only if the destination Issues checklist contains the matching issue. A note on the source task alone has no managed-status badge.

Related help

• View and share reports
• Use Play view
• Change template settings