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:
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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.
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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:
- Find the app in Teams store.
- Install the app.
- 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
- Edit the app configuration
- Add a new issue category
- Update a category icon
- Update a category title
- Delete a category
- Add a new issue template
- Edit an issue template
- Delete an issue template
- Review an issue report
- View issue tasks in Planner
Configure the app
Sign in to Teams.
Select the team.
Select the channel where you installed the Issue reporting app.
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.
Select the Manage Issues tab in Teams.
Select the channel where the messages will be posted.
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.
Select Continue.
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.
Select Let's go.
Edit the app configuration
To edit the app configuration:
Select the Manage Issues tab in Teams.
Select the Insights tab on the Manage Issues screen.
Select Settings.
Make the required changes.
Select Save.
Add a new issue category
To add a new issue category:
Select the Manage Issues tab in Teams.
Select the Issue templates tab on the Manage Issues screen.
Select Add category on the left pane in the app.
Enter Title.
Select Update icon and update the icon.
Select Save.
Update a category icon
To update a category icon:
Select the Manage Issues tab in Teams.
Select the Issue templates tab on the Manage Issues screen.
Select Edit.
Select Update icon and update the icon as required.
Select Save.
Update a category title
To update a category title:
Select Tasks (Planner).
Select the required category.
Rename the category.
Sign in to Teams.
Select the Manage Issues tab in teams.
Select the Issue templates tab.
Open the category that you updated in Tasks (Planner) earlier.
Select Update title to reflect the updated category title in the app.
Note
The notification bar shows a notification about the title update in Tasks.
Delete a category
To delete a category:
Select the Manage Issues tab in Teams.
Select the Issue templates tab on the Manage Issues screen.
Select the required category.
Select Edit.
Select Delete.
Select the I understand check box.
Select Delete.
Add a new issue template
To add a new issue template:
Select the Manage Issues tab in Teams.
Select the Issue templates tab on the Manage Issues screen.
Select a category to add the new issue template.
Select Add issue template.
Enter the details:
- Title
- Due within
- Auto assign issue to
- Issue questions
- Additional help
- Primary contact
- Supporting information
Select Save.
Edit an issue template
To edit an issue template:
Select the Manage Issues tab in Teams.
Select the Issue templates tab on the Manage Issues screen.
Select the required category.
Select Edit for the required issue template.
Edit the issue template as required.
Select Save.
Delete an issue template
To delete an issue template:
Select the Manage Issues tab in Teams.
Select the Issue templates tab on the Manage Issues screen.
Select the required category.
Select Edit for the required issue template.
Select Delete.
Select the I understand check box.
Select Delete.
Review an issue report
To review an issue report:
Select the Manage Issues tab in Teams.
Select the Insights tab.
View issue tasks in Planner
To view issue tasks in Planner
Select the Manage Issues tab in Teams.
Select the Insights tab.
Select View Issues.
Issue reporting app
The Issue reporting app provides the following capabilities:
Submit a new issue
To submit a new issue:
Select the Issue reporting tab in Teams.
Select Report an issue.
Select the issue type.
Enter issue details.
Note
Some of the issue details are automatically entered.
Select Submit issue.
View an issue task in Planner
To view an issue task in Planner:
Select the Issue reporting tab in Teams.
Select View issues.
Select View in Tasks.
This action opens Planner with the selected issue task.
Review and edit existing issues in Planner
To review and edit existing issues in Planner:
Go to Tasks (Planner).
Select the issue task.
Edit the task.
