Issue reporting sample apps

In this tutorial, learn about the Manage Issues and Issue reporting apps, and how to use them effectively.

Overview

Issue reporting consists of two different apps, one for reporting issues and another for managing them:

  • Manage Issues app

    The Manage Issues app is used by team managers to:

    • Configure the app experience, including the channel in which Microsoft Teams messages and Planner tasks are created by the app.
    • Create, review, edit, or delete issue template forms to collect information when a user reports an issue.
    • Review team issues, report on issue history, and efficiently manage issue resolution.
  • Issue reporting app

    The Issue reporting app is used by employees to:

    • Log issues with the information required to resolve the issue.
    • Modify existing issues and assist with resolution
    • Get a high-level view of the issues and team issues.

Watch this video for a demonstration of this app.

Note

Before you can use this app, you may be asked for your permissions to use the connection. More information: Allow connections in sample apps

Prerequisites

Before using this app:

  1. Find the app in Teams store.
  2. Install the app.
  3. Set up the app for the first use.

You also need to configure Planner in Teams.

For details about the above steps, go to Use sample apps from the Teams store.

Manage Issues app

This app provides the following capabilities:

Configure the app

  1. Sign in to Teams.

  2. Select the team.

  3. Select the channel where you installed the Issue reporting app.

  4. Add Tasks (Planner) tab.

    Tip

    Give your Planner a distinct name, such as “Issue tasks”. This way, you'll be able to identify the right Planner based on this name. The list of Planner instances inside the app as options shows Planner names, and not the name on the Teams tab for the Planner.

  5. Select the Manage Issues tab in Teams.

  6. Select the channel where the messages will be posted.

  7. Select the Tasks (Planner) instance to integrate the app with Planner.

    Note

    Issue reporting requires a Planner tab to be installed before the app can be used. If you didn't add Planner tab, add the tab first and then, reopen the Manage Issues app.

  8. Select Continue.

    Select channel and tasks

  9. Follow the steps provided on the page (Steps 1 and 2) to get the SharePoint site URL. Then paste the URL in the Step 3 box.

  10. Select Let's go.

    Configure the app

Edit the app configuration

To edit the app configuration:

  1. Select the Manage Issues tab in Teams.

  2. Select the Insights tab on the Manage Issues screen.

  3. Select Settings.

    Insights settings

  4. Make the required changes.

  5. Select Save.

    Save changes

Add a new issue category

To add a new issue category:

  1. Select the Manage Issues tab in Teams.

  2. Select the Issue templates tab on the Manage Issues screen.

  3. Select Add category on the left pane in the app.

  4. Enter Title.

  5. Select Update icon and update the icon.

  6. Select Save.

    New issue category

Update a category icon

To update a category icon:

  1. Select the Manage Issues tab in Teams.

  2. Select the Issue templates tab on the Manage Issues screen.

  3. Select Edit.

  4. Select Update icon and update the icon as required.

  5. Select Save.

    Update category icon

Update a category title

To update a category title:

  1. Select Tasks (Planner).

  2. Select the required category.

  3. Rename the category.

    Rename the category in Tasks

  4. Sign in to Teams.

  5. Select the Manage Issues tab in teams.

  6. Select the Issue templates tab.

  7. Open the category that you updated in Tasks (Planner) earlier.

  8. Select Update title to reflect the updated category title in the app.

    Update title inside app

    Note

    The notification bar shows a notification about the title update in Tasks.

Delete a category

To delete a category:

  1. Select the Manage Issues tab in Teams.

  2. Select the Issue templates tab on the Manage Issues screen.

  3. Select the required category.

  4. Select Edit.

  5. Select Delete.

  6. Select the I understand check box.

  7. Select Delete.

    Delete a category

Add a new issue template

To add a new issue template:

  1. Select the Manage Issues tab in Teams.

  2. Select the Issue templates tab on the Manage Issues screen.

  3. Select a category to add the new issue template.

  4. Select Add issue template.

    Add issue template

  5. Enter the details:

    • Title
    • Due within
    • Auto assign issue to
    • Issue questions
    • Additional help
    • Primary contact
    • Supporting information

    Enter issue template details

  6. Select Save.

Edit an issue template

To edit an issue template:

  1. Select the Manage Issues tab in Teams.

  2. Select the Issue templates tab on the Manage Issues screen.

  3. Select the required category.

  4. Select Edit for the required issue template.

    Edit issue template

  5. Edit the issue template as required.

  6. Select Save.

    Save issue template changes

Delete an issue template

To delete an issue template:

  1. Select the Manage Issues tab in Teams.

  2. Select the Issue templates tab on the Manage Issues screen.

  3. Select the required category.

  4. Select Edit for the required issue template.

  5. Select Delete.

  6. Select the I understand check box.

  7. Select Delete.

    Delete an issue template

Review an issue report

To review an issue report:

  1. Select the Manage Issues tab in Teams.

  2. Select the Insights tab.

    Review a issue report

View issue tasks in Planner

To view issue tasks in Planner

  1. Select the Manage Issues tab in Teams.

  2. Select the Insights tab.

  3. Select View Issues.

    View issues

Issue reporting app

The Issue reporting app provides the following capabilities:

Submit a new issue

To submit a new issue:

  1. Select the Issue reporting tab in Teams.

  2. Select Report an issue.

  3. Select the issue type.

  4. Enter issue details.

    Note

    Some of the issue details are automatically entered.

  5. Select Submit issue.

    Submit a new issue

View an issue task in Planner

To view an issue task in Planner:

  1. Select the Issue reporting tab in Teams.

  2. Select View issues.

    View issues for Planner

  3. Select View in Tasks.

    View issue in Tasks

This action opens Planner with the selected issue task.

Planner with issue task

Review and edit existing issues in Planner

To review and edit existing issues in Planner:

  1. Go to Tasks (Planner).

  2. Select the issue task.

  3. Edit the task.

    Review and edit a task in Planner

See also