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Editing an Issue

This feature is available in Catalyst, Enterprise, and Ultimate editions.

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Overview

There are two ways to edit an issue. Choose an option below that works best for you.

Option 1. Quick Inline Edits (Recommended)

To quickly update multiple issues at once, inline edits are the best option. It allows you to make changes to multiple fields on multiple issues all at once.

Setting Up Your Grid (First Time Only)

To make working in the grid easier, we recommend that you add the columns/fields you use most often and remove those you don't need at all. This completely optional step will save you time in the long run, especially if you are updating multiple items at once. To learn how to do this, refer to Adding/Removing Grid Columns. After you have the grid set up the way you want it, come back to this article and follow the instructions below.

  1. From the main menu, select Product Planning > Issues.

  2. Double-click on a column headers to enable editable columns.

  3. Make the appropriate changes (note that your changes are highlighted in yellow), and then press click Save.

Option 2. Individual Issues in a Grid

  1. From the main menu, select Product Planning > Issues.

  2. Click the Edit button to the right of the issue.

Option 3. Issue Details Page

  1. Anywhere in the Lifecycle, click on any issue title or ID to open the Issue details page and see complete issue definition.

  2. Click on the Pencil icon next to the fields you want to change.

  3. Make the appropriate changes (note that your changes are highlighted in yellow), and then press Enter/Return on your keyboard.

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