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Issue Tracking

How to Create an Issue on a 3D Model

Within the project, there are several ways to create an issue. They are:

1. Use 3D Pinning to create an issue on a 3D model

2. Using the “Create Issue” button on the sidebar

2. Position the 3D Model and quick-create an issue 

1. Use 3D Pinning to create an issue on a 3D model

To create an issue on a 3D model using the pin tool, click the ‘Pin’ icon in the viewer toolbar and drop the pin anywhere on the model you’d like to create an issue. The pin will be directly tied to that particular part. Simply give the issue a description and assignee and hit enter. Once you created the issue, click the issue card to view the issue in the left drawer.

2. Use the ‘Create Issue’ button on the sidebar

To create an issue, click the '+' button (Create) on the left sidebar. Give the issue a ‘Title’ and ‘Description’, ‘Status’, ‘Priority’, ‘Assignee’, ‘Due Date’, and even add an ‘Issue Label’. If you wish to add a screenshot of the viewer to this issue, first position the model, drawing or document, and then click the ‘Take Screenshot’ icon under ‘Screenshots’. Once you've completed all fields, click ‘Submit’. For information on how to complete a markup on this screenshot, please see our ‘Creating a Markup’ article. 

3. Position the 3D Model and quick-create an issue 

The other way to create an issue is to use the “Quick Create” option.  On the bottom of the Issues panel in the left drawer, click the ‘+ Create Issue’ button.

The button will then be replaced with a field where you can ‘Summarize the issue’, give the issue a status by clicking on the status icon drop-down, and add a screenshot of the model by clicking on the camera icon. Hit enter or click the + icon to create the issue. Once created, the issue will appear at the top of the issue list. From there, you can click on the issue to enter further details and markup the screenshot.

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