Create Issues

Create issues to track work, communicate areas for improvement, resolve problems, and prevent delays. You can create issues on the web or on your Android or iOS device, assign them to team members, and track their progress.

On web, you can create an issue manually or you can import up to 500 issues from an Excel or CSV file.

This topic includes:

Configure Issue Settings
Create Issues in the Issues Tool
Place Issues on 3D Models and Create Thumbnails
Create Issues in Other Tools

Configure Issue Settings

Before creating issues on your project, be sure to configure your issue settings.

Create Issues in the Issues Tool

To create an issue:

Click the Issues tool.
Click Create issue.

The Create issue dialog contains required fields, default fields, and custom fields.
Start from a template: Create an issue quickly by selecting from an existing template in the drop-down menu, search for one by name, or select from your three most recently used templates at the top. Learn about issue templates here.
Complete the required fields:
- Title: Enter your desired title. You will be able to search by issue title in the issues log.
- Status: Choose from Open, Pending, In Review, or Closed. The default status is Open, but you can use the other statuses as desired for your project's needs.
- Type: Select an existing issue type. The types are organized under categories. Both categories and types are preconfigured or previously created in the Types settings.
  - Note: If any fields are hidden for the selected type, you may not see some of the default fields. Learn about hidden fields in Manage Fields in Issue Types.
- Other fields may also be required based on your project’s issue type's settings. These fields are marked with an asterisk.
Complete the other default fields where relevant:
- Description
- Assigned to: Select a member, role, or company from the drop-down menu or enter in a name to filter the list of options.
  - Note: When you assign an issue to a project member, they are automatically added as a watcher.
- Watchers: Choose watchers from Members, Roles, or Companies. Learn more about watchers.
- Location: Reference the following section on this page for information on location.
- Location details: Use this field to add any additional identifying information for your issue.
- Placement: Choose to place the issue on a file or sheet. Select the specific file or sheet, and place the issue pin as prompted. An issue can only be placed on one file or sheet.
  
  Tip: When you place an issue on a 3D model in Files, this will create a thumbnail from the current display of the issue in the viewer. The thumbnail includes the issue pin. Any issue markups that you create will appear in the thumbnail.
  
  See Place Issues on 3D Models and Create Thumbnails for details.
  
  Learn more about creating issues in Files.
- Due date
- Start date
- Root cause: Select an existing root cause type previously created or preconfigured in the Root causes settings
- Attachments: Drag or paste relevant files or choose files from your device. Learn more about issue attachments.
Complete any custom fields: If the Type you have selected has custom fields added to it, these will display below the Root cause default fields.
Click Create.

The issue will automatically be assigned the next sequential number and will be listed in the issues log.

See Import Issues to learn how to import multiple issues from an Excel or CSV file.

Limitations on Issue Fields

When creating issues, there are character limits on specific fields. See Product and Tool Limitations under Autodesk Build and find Issues.

Locations

When creating an issue, the Locations field contains only locations configured on your project. Learn about configuring locations here.

Locations appear in issue reports exported from your project, and you are able to filter issues by location as well.

See Supported Files on Web for information about file types supported in the Issues tool.

Place Issues on 3D Models and Create Thumbnails

When you place an issue on a 3D model, this will create a thumbnail which includes the issue pin.

In the Create issue panel, click into the Placement field and select Files.
Select one of the two root folders: For the Field or Project Files.
Navigate to the file where you want to create your issue.
Click Select.

In the viewer:
Click on the right side of the viewer.
Select the desired issue type.
Click to place the issue anywhere on the 3D model. Issues are automatically published by default.
Click Done.
Enter required information in the Create issue panel.
Click Create.

This action generates the issue thumbnail, which is displayed in the Details tab.

Tip: Click the thumbnail to view it in full size.

Click into the Placement field to open your issue in the viewer, where you can add markups and edit thumbnails.

Set Issue Attachments as Thumbnails

You can set an issue attachment that is an image (JPG, PNG) as a thumbnail for issues in the Activity log tab of the issues flyout panel.

Note: The option to set attachments as thumbnails is available only for 3D issue pins and issues created on the Issues Log.

See Work with Issues in the Viewer to learn more.

Create Issue Markups

To add markups to the issue thumbnail:

Click the Add markups icon in the lower left corner of the issue thumbnail.
Select a tool from the markup toolbar on the right and start creating your markup.
Click out of the markup to complete.
Click Save thumbnail.

Tip: Click the thumbnail to view it in full size. The markup you've added will be displayed in the issue thumbnail.

Note: Markups cannot be edited.

Update Issue Thumbnails

Updating the current issue thumbnail with a new thumbnail deletes all markups on the existing thumbnail.

Click the camera icon in the lower left corner of the issue thumbnail.
When prompted to confirm your choice, click Take new thumbnail.

The updated thumbnail will display the original default issue image that was captured at the time the issue was created.

Tip: You can view all activity history on a given thumbnail, including previous thumbnail images and details about who created each thumbnail and when, on the Activity log tab of the issue flyout panel.

Click the Add markups to add new markups.