Issues

Use Issues to investigate anomalies and manage the work needed to resolve them. Issues can come from a rule or be created by a teammate. Each issue carries its own status, assignee, due date, comments, and activity history.

Open a river you have access to. Creating an issue requires the Rules permission; creation controls appear only when your role allows it.

Find work to address

Open Issues in the main navigation for two views of the same work:

• List View: a table with filters for status, severity, assignee, and due date.
• User View: a board grouped by assignee, including an Unassigned column. It initially shows your queue alongside unassigned work. Use the user picker to choose other teammates. Sort by due date, severity, or creation date.

Click an issue in either view to open its detail in the right sidebar.

You can also open Issues directly from the right sidebar while investigating the river. Search by title or description. Use the severity chips to select severity. Open Filter for status, unseen issues, rule, and river dimensions. Sort offers Most Recent, Oldest, Severity (Critical First), and Status (Not Started First).

Sidebar search and filters narrow the issues loaded so far. Scroll to load more before treating a filtered list as complete. Sorting applies across the full issue list.

Investigate and resolve an issue

1. Open the issue and read its description, severity, and scope. Month, when present, is the month of the underlying data; Created is when the issue was opened.
2. Set Assigned To and Due Date so the next action has an owner and deadline.
3. Change Status from Not Started to Addressing when work begins.
4. Add a comment with your findings or handoff instructions. Status, assignment, due-date changes, and comments save immediately and appear in Activity.
5. Set Status to Solved when the work is complete.

Opening an unseen issue marks it reviewed. Reviewed means someone has seen it; it does not mean the issue is solved. Mark All As Reviewed applies to the currently displayed issues. Right-click a sidebar card to mark it reviewed or unreviewed, or to Dismiss it.

For a rule-generated issue, click the rule name to inspect its definition. Select Apply Filters to River to investigate its scope on the canvas. Select Copy link to share the issue with another river user.

Create follow-up work

Click + in the sidebar Issues header, or use Create Issue in a transaction to keep the work linked to that order.

Enter a required Title and a description of the problem and next action. Choose severity, and optionally set an assignee and due date. Scope identifies the dimension values involved. The icon is a visual marker for the river, not a separate issue category. Click Create Issue to submit.

For example, create “Confirm replacement for missing 12 units” from a transaction with a short delivery. Assign the buyer. Set a due date. Record the vendor's response in Comments. Set the status to Solved when the vendor confirms the replacement.

Show issues on the river

The toolbar's Icons controls which issue markers appear on the bands. Those controls are separate from the sidebar list filters. See Issue indicators for marker behavior and Rules for automatically generated issues.