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Issue Tracking

Issues represent discrete problems, deficiencies, or action items that arise on a project. Issue tracking in TrueGrade gives every open item an owner, a deadline, a priority, and a full activity trail.

Creating an Issue

Issues can be created from three places:

  1. Field Reporting → Issues → New Issue — standalone creation
  2. Drawing annotations — placing an Issue-type pin on a drawing creates an issue simultaneously
  3. Daily reports — items logged in the “Delays and Issues” section can be promoted to tracked issues

An issue contains:

FieldDescription
TitleShort description of the problem
DescriptionDetailed explanation
PriorityLow, Medium, High, Critical
AssigneePerson responsible for resolution
Due dateTarget resolution date
CategoryQuality, Safety, RFI, Schedule, Punch
StatusOpen, In Progress, Resolved, Closed
PhotosUpload up to 10 photos
Drawing pinLink to a specific location on a drawing

Issue Workflow

Activity Log

Every action on an issue is recorded in the activity log:

Comments support @mentions — mentioning a user sends them an email notification.

Filtering and Dashboards

The Issues dashboard supports filtering by:

The My Issues view shows every issue assigned to the logged-in user across all projects they can access.

Critical Issues

Issues marked Critical priority:

Use the Critical priority for safety hazards, structural deficiencies, or items that will delay a milestone. Reserve it for genuinely urgent items — over-using Critical reduces its signal value.

Exporting Issues

Export the issue list as PDF or CSV from Field Reporting → Issues → Export. The export includes all fields and the activity log. This is commonly included in project closeout packages or owner progress reports.