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Create and manage issues in Autodesk Docs, and leverage issue types and templates.
Type:
Tutorial
Length:
3 min.
Transcript
00:03
In the Autodesk Construction Cloud, within Docs, you can create issues and place them on a 2D file or 3D model.
00:11
Issues can be created to track work, communicate areas for improvement, resolve problems, and prevent delays.
00:18
With a file already open in Docs, from the Markup toolbar, select Issues.
00:24
Issues will appear on the version they are created on, and will promote to any new versions uploaded in the future.
00:31
From the flyout, you can search issue types or templates.
00:35
Types are preconfigured or created in the Types settings.
00:39
Templates have an associated type and can contain prepopulated information to make creating issues faster.
00:45
Templates are created in the Templates settings.
00:48
Select a type, such as Work to Complete, from the list.
00:53
Click to place the issue on the file.
00:56
Once placed, a panel displays.
00:58
From the panel, edit the issue details and review the issue activity log.
01:04
For instance, in the Title field, enter a new title for the issue.
01:09
You can also change the status of the issue, adjust the issue type, add a description to the issue,
01:15
and assign the issue to another project member, role, or company.
01:21
Click in the Assigned to field.
01:23
A drop-down of project members displays.
01:26
Select the appropriate person, role, or company that you need to assign the issue to.
01:33
When you assign an issue to a project member, they are automatically added as a watcher.
01:38
In addition, an email is sent to them to notify them of the issue.
01:43
Click in the Watchers field.
01:45
Watchers are project members who can see an issue, leave comments on it, and receive email notifications when it is updated.
01:53
They can also see the other watchers on the issue.
01:57
Watchers cannot edit fields, change assignees, or add other watchers unless they have been given those permissions separately.
02:05
Adding watchers is helpful for teammates who need to stay up to date, but are not contributing to the issue's resolution.
02:12
Continue configuring the details of the issue.
02:15
One practice is to use the Location details field to denote which version of the file you are working on.
02:22
This allows people assigned to an issue to know which version of the file they need to work from.
02:27
You can also assign a due date for the issue to be resolved.
02:31
Once you have the issue configured, close the issue panel, and then close the file.
02:37
On the files page, in the navigation panel, open Issues.
02:43
This opens the Issues page, which contains all the issues in your project.
02:48
When many Issues exist within a project, you can easily search for them using the search field.
02:55
Select Filter.
02:57
The Filter issues panel displays.
02:60
Here, you can filter by company, type, status, location, assignment, watchers, or by date.
03:09
Close the panel.
03:11
With Issues, you can reference data on sheets, forms, RFIs, and throughout the Autodesk Construction Cloud.
Video transcript
00:03
In the Autodesk Construction Cloud, within Docs, you can create issues and place them on a 2D file or 3D model.
00:11
Issues can be created to track work, communicate areas for improvement, resolve problems, and prevent delays.
00:18
With a file already open in Docs, from the Markup toolbar, select Issues.
00:24
Issues will appear on the version they are created on, and will promote to any new versions uploaded in the future.
00:31
From the flyout, you can search issue types or templates.
00:35
Types are preconfigured or created in the Types settings.
00:39
Templates have an associated type and can contain prepopulated information to make creating issues faster.
00:45
Templates are created in the Templates settings.
00:48
Select a type, such as Work to Complete, from the list.
00:53
Click to place the issue on the file.
00:56
Once placed, a panel displays.
00:58
From the panel, edit the issue details and review the issue activity log.
01:04
For instance, in the Title field, enter a new title for the issue.
01:09
You can also change the status of the issue, adjust the issue type, add a description to the issue,
01:15
and assign the issue to another project member, role, or company.
01:21
Click in the Assigned to field.
01:23
A drop-down of project members displays.
01:26
Select the appropriate person, role, or company that you need to assign the issue to.
01:33
When you assign an issue to a project member, they are automatically added as a watcher.
01:38
In addition, an email is sent to them to notify them of the issue.
01:43
Click in the Watchers field.
01:45
Watchers are project members who can see an issue, leave comments on it, and receive email notifications when it is updated.
01:53
They can also see the other watchers on the issue.
01:57
Watchers cannot edit fields, change assignees, or add other watchers unless they have been given those permissions separately.
02:05
Adding watchers is helpful for teammates who need to stay up to date, but are not contributing to the issue's resolution.
02:12
Continue configuring the details of the issue.
02:15
One practice is to use the Location details field to denote which version of the file you are working on.
02:22
This allows people assigned to an issue to know which version of the file they need to work from.
02:27
You can also assign a due date for the issue to be resolved.
02:31
Once you have the issue configured, close the issue panel, and then close the file.
02:37
On the files page, in the navigation panel, open Issues.
02:43
This opens the Issues page, which contains all the issues in your project.
02:48
When many Issues exist within a project, you can easily search for them using the search field.
02:55
Select Filter.
02:57
The Filter issues panel displays.
02:60
Here, you can filter by company, type, status, location, assignment, watchers, or by date.
03:09
Close the panel.
03:11
With Issues, you can reference data on sheets, forms, RFIs, and throughout the Autodesk Construction Cloud.
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