Select a topic from an topic board a to open the topic page of the topic.
This is what the topic banner on the topic page can look like:
The topic header can be found below the banner and will be discussed in this article:
To the right of the topic body and header the right information panel can be found.
Click on th information icon in the topic banner to expand the right infomraiton panel.
This article contains information about the following topics:
Title
Highest up in the topic header the title/subject of the topic can be seen.
Next to the title a pencil icon can be seen.
This pencil icon can be uses to change the name of the topic.
Access required: Write access to the topic board the topic is in
Status and type
Depending on the settings that are set by users with full access to the topic board, statuses and types can be configured in different ways in the topic board settings.
The top status or type will always be default and can be changed before submitting the topic.
The order of the statuses and types in the dropdown list can also be set by the configurator.
Status
Here the current status of the topic can be chosen.
The default statuses that can be choosen between are:
Active (Open)
In-progress (Open)
Resolved (Open)
Approved (Closed)
Rejected (Closed)
You can edit these or create your own statuses.
When should each status be applied?
Typically new topics that get created receive the status open.
Optionally a candidate status can be chosen if the topic that is submitted falls outside of the typical open and closed flow.
An example of this can be:
The topic creator is not done editing.
The topic so it is not ready to be opened yet in this case.
The topic is no longer relevant.
The topic is not relevant at the
or when the topic is not relevant any more
Then when the topic has been handled by the assigned user the person verifying that the topic has been handled will change the status to closed.
Type
Here you choose the type of topic you are creating.
The default types you can choose between are Error, Warning, Info and Unknown.
You can also create your own types.
Responsibility
Assigned to
Here you can assign the topic to a specific member or a team.
If you know who will be responsible for the topic they should be the assignee.
It is recommended that you set a member as assignee because shared responsibility causes none of the team members to personally feel responsible.
If you would still like to let the other team members know they are assigned you can choose member@team.
This can be useful if you want this topics notifications to show up on both the members member page and teams page.
The assignee will automatically follow the topic and thereby get notifications about future changes in the topic.
One drawback with assigning a member instead of a team is that only that member gets notifications about the topic.
This can be solved by mentioning other members in the description or comment so they automatically follow the topic and as a result get notifications about future changes in the topic.
Requested by
Here you normally set yourself as requester, but you can choose any member here.
You would set someone else here if you were making the topic for someone else.
The requestee will automatically follow the topic and thereby get notifications about future changes in the topic.
Time and place
Location
Add marker - Opens up 3D panel and the default storey of the 2D viewer. Here you will be able to place your marker on the storey where you would like to have it.
View marker in 2D - Opens up the 3D panel and loads in the 2D viewer configuration that was configured at the time of marker creation. This means the right 2D views are loaded in and the right storey is selected.
Due date and milestone
Due dates and milestones can help you track progress on the statistics page.
Icon color
Icons for due dates and milestones can have different colors depending on time.
When setting a due date or milestone
The icon is the following color when the due date or milestone is set at this time:
Brilliant rose - More than 48 hours in the past.
Salmon - Up to 48 hours in the past.
Salmon - Up to 48 hours from now.
Coral - Between 48 hours and 7 days from now.
Dim gray - More han 1 week from now.
A set due date or milestone works the same but is described differently.
The icon for a due date or for a milestone is the following color when it:
Dim gray - Is in more than one week.
Coral - Is between 7 days and 48 hours from the observation.
Salmon - Is in less than 48 hours.
Salmon - Was up to 48 hours ago.
Brilliant rose - Was more than 2 days ago.
When a topic is closed the icon of a due date or a milestone is dim gray.
Due date
If there is an idea of when the content of the topic is due, set a due date or leave it blank.
It is often good to set a due date even if it is not clear exactly when the content of the topic is due.
The due date can always be changed later.
By getting in the habit of setting due dates the planning can be informed.
The more timeframes are speculated the more project members can anticipate.
Milestone
Pin the topic to a milestone or leave it blank.
A milestone in the topics area is often a project phase or the date of a planned event by which topics need to be delivered.
Labels
Add an existing label or enter a new one to create it.
Note: If someone removes a label while you are working with your topic you will see it stricken through to indicate that this label has been removed.
Custom fields
Add your own fields to the headers of topics in an topic board.
These fields can be set as mandatory.
Custom fields can be of type:
Text
Integer
Decimal number
Dropdown




