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Create Issues from a Note 

Easily convert Notes into Issues when follow up becomes necessary.

Converting Notes into Issues Easily convert Notes into Issues when follow-up becomes necessary. Notes allow you to capture important information that may not require immediate follow-up or the full detail of an Issue. They serve as a quick reference for observations, updates, or minor actions during an event.

How to Convert a Note into an Issue

  1. Locate the Note you want to convert.

  2. Click Create Issue.

  3. You will be taken to a new Issue Form, where the Note detail automatically appears in the Issue description.

  4. Complete the remaining fields as needed and save the Issue.

Tip Use Notes for logging quick observations or updates that may not require a full Issue. If follow-up becomes necessary, convert the Note into an Issue to maintain a complete record of the action or incident.