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Getting Started with Issues for Project Administrators

Project Templates Settings

You can streamline the process of creating multiple projects with similar configurations by using project templates. Once you created a project template, you can configure the Issues tool in the project template.

Configuration Workflow Action Role Tool or Product Area Related Help Topic
Create a project template Account administrator, Project administrator Account Admin service, Project Admin service Create a Project Template in Account Admin,

Create Project Templates in Project Admin
Configure settings for Issues Project administrator Project Admin service Configure settings for the Issues tool

Issues Settings

When you start a new project and navigate to the Issues tool, your Issues Log will be empty. Before your team begins creating issues, you should configure the issue settings so that issues created are accurate and consistent.

Configuration Workflow Action Role Tool or Product Area Related Help Topic
Configure issue categories and types Project administrator Issues settings Issue Categories and Types
Configure custom fields Project administrator Issues settings Issue Custom Fields
Assign and manage issue permission levels Project administrator Issues settings Assign and Change Issue Permission Levels
Create issue root cause category and root cause Project administrator Issues settings Issue Root Causes
Create issue templates Project administrator Issues settings Issue Templates
Activate and deactivate issue statuses Project administrator Issues settings Issue Statuses Settings

Email Notification Settings

You can customize email notification settings for a project by controlling who receives which notifications for specific notification types.

Configuration Workflow Action Role Tool or Product Area Related Help Topic
Customize email notification settings for the Issues tool Project administrator Project Admin service Email Notification Settings

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