Category: Issues & Tasks

Add custom properties to issues beyond standard fields.

View custom fields

When you create or edit an issue, custom fields appear in the detail panel below standard fields.

Set a custom field value

1. Click the issue to open it
2. Scroll to Custom Fields
3. Click a field
4. Enter or select a value
5. Press Enter or click Save

Field types

Custom fields can be:

• Text — Short text
• Textarea — Long text
• Single Select — One choice from a list
• Multi Select — Multiple choices from a list
• Number — Numeric value
• Checkbox — True/false toggle
• Date — Date picker

Required fields

Some custom fields may be required. You cannot save an issue without values in required fields.

Update or clear a value

1. Click the issue
2. Click the custom field
3. Edit or delete the value
4. Press Enter or click Save

Filter by custom field

1. On Backlog or Board, click Filter
2. Scroll to Custom Fields
3. Find your field
4. Select which values to show

Only issues with matching custom field values appear.

Connect work to company strategy.

Link an issue to a theme

1. Click the issue to open it
2. Find Linked Themes in the detail panel
3. Click + Link Theme
4. Search for a theme (e.g., “Mobile App Launch”)
5. Click to add the link

The issue now contributes to that theme’s progress.

Link from Planning page

1. Go to Planning
2. Click a theme to open it
3. Click + Link Issue
4. Search for an issue
5. Click to add the link

Remove a link

1. Click the issue
2. Find the linked theme
3. Click the X next to the theme name
4. The link is removed

Filter by objective or theme

1. On Backlog or Board, click Filter by Objective/Theme
2. Select an objective
3. Optionally select a theme
4. The view shows only matching issues

Click Clear Filter to see all work again.

One issue, multiple themes

An issue can be linked to multiple themes if it contributes to more than one goal.

Estimate effort on issues to plan team capacity.

Add an estimate

1. Click the issue to open it
2. Find the Estimate field (or Story Points)
3. Enter a number (typically 1, 2, 3, 5, 8, 13)
4. Press Enter or click Save

Estimates help your team understand how much work fits in a sprint or quarter.

Estimate scale

Points	Meaning
1	A few hours—small, well-defined
2-3	1–2 days—standard task
5	2–3 days—moderate complexity
8	1+ weeks—complex work
13	Multiple weeks—should be broken down

Update an estimate

1. Click the issue
2. Click the estimate number
3. Enter a new number
4. Press Enter

Clear an estimate

1. Click the issue
2. Click the estimate number
3. Delete the value
4. Press Enter

View by estimate

Filter by estimate to see specific-sized issues

On Backlog or Board, click Filter

Issues represent work items—tasks, bugs, stories, or any unit of work.

Create an issue

Quick create

1. Click + Add Issue or + Create
2. Type a title
3. Press Enter

The issue is created and appears in your backlog or current view.

Detailed create

1. Click + New Issue or + Create Issue
2. Fill in:
   • Title (required)
   • Description (optional)
   • Priority (Low, Medium, High, Critical)
   • Assignee (who is responsible)
   • Team (which team)
   • Estimate (story points or hours, optional)
3. Click Create

Edit an issue

1. Click the issue to open the detail panel
2. Edit any field:
   • Title
   • Description
   • Status
   • Assignee
   • Priority
   • Estimate
   • Custom fields
3. Click Save or press Enter

Changes are saved immediately.

Delete an issue

1. Click the issue to open it
2. Look for the Delete button or option
3. Click Delete
4. Click Confirm

Deleted issues cannot be recovered.

Assign issues to team members and set ownership.

Assign an issue

1. Click the issue to open it
2. Find the Assignee field
3. Click to select a team member
4. Click Save

An issue can be assigned to one person.

Reassign an issue

1. Click the issue
2. Click the current assignee
3. Select a new team member
4. Click Save

Clear assignment

1. Click the issue
2. Click the current assignee
3. Click Clear or select Unassigned
4. Click Save

View issues assigned to you

You see only issues assigned to you

On the Backlog or Board, click Filter

Under Assignee, select your name