Tasks
Find and manage assigned follow-up work in Issues.
Use Issues to manage follow-up work.
Find your work
Open Issues in the main navigation, then choose User View to see work grouped by assignee. Your queue appears by default alongside Unassigned work. Use List View to filter across status, severity, assignee, and due date.
Open an issue to set its status, owner, and due date, or to add a comment. Changes save immediately. For example, assign an invoice investigation to the account owner, set tomorrow's due date, and add the outcome in Comments before marking it Solved.
See Issues for the complete workflow, or Transactions to create an issue linked to an order. Creating issues requires the Rules permission.