Issues and Actions

The Issues & Actions is a dashboard in the Activity Center app. It has 2 tabs, namely Issues and Actions. These tabs contain data visuals of issues and actions respectively. This data is fetched from the Projects app.

You can refine data in the dashboard using filters. To learn more about filters, see Filter and refresh options in the Activity Center app.

Views in Issues & Actions

The following views are available in Issues & Actions:

Section	Views
Issues	Issues by due date (due date refers to Remediation Deadline) Open issues Issue count
Actions	Actions by due date Actions by priority Actions by project

Where is the data coming from?

The data in the dashboard is fetched from the Projects app. When you make any change in the Projects app, it will reflect in the Activity Center app and vice versa.

Note

If the changes you made in the Projects app do not appear in the Activity Center, do the following:

Refresh the page. Note that refreshing the page will reset any filters you have applied.
For some fields in the Controls bar such as Owner name, you have to refresh individually by going over the field name, clicking the Menu options and selecting Refresh.

To learn more about filters and refresh options, see Filter and refresh options in the Activity Center app.

Important

The Activity Center app displays only those issues and actions that are in the Open state. The closed ones are not displayed.

Filter and refresh options in the Activity Center app

In the dashboard page, you can customize data used in the visuals by using the filter options. You can apply filters that affect either one visual or all the visuals.

Visual filter You can click on any part of the visualization, and the dashboard data gets updated based on your selection. You can click again on the same part of the visualization to remove the filter.
Controls bar You can click on the Controls bar above the visuals and apply filters to refine data based on your preference. The filters applied will affect all the visuals in the page.

Resetting filters

There are multiple ways of removing the filters applied:

To remove all the filters at once, you can either refresh the page or click the Reset icon above the tab names.
To remove a visual filter, click on the same part of the visualization that you first applied.
To remove an individual filter from the Controls bar, click on the Controls bar, mouse over the field name, click and select Reset.

Note

If the changes you made in the Projects app do not appear in the Activity Center, do the following:

Refresh the page. Note that refreshing the page will reset any filters you have applied.
For some fields in the Controls bar, you have to refresh individually by going over the field name and clicking the Menu options and Refresh.

Export a visualization to CSV file

To export a visualization, perform the following steps:

Open the Activity Center app.
In the left navigation panel, ensure you are in the correct dashboard.
In the dashboard page, go to the tab that contains the visualization you want to export.
Apply or reset any filters if you want to. For more information, see Filter and refresh options in the Activity Center app.
Click on the visualization you want to export.
Click Menu options and select Export to CSV.

Result The visualization is downloaded to your computer in CSV format.

Export a table to CSV or Excel file

To export a table, perform the following steps:

Open the Activity Center app.
In the left navigation panel, ensure you are in the correct dashboard.
In the dashboard page, go to the tab that contains the table you want to export.
Apply or reset any filters if you want to. For more information, see Filter and refresh options in the Activity Center app.
Click on the table you want to export.
Click Menu options and select Export to CSV or Export to Excel.

Result The table is downloaded to your computer in the selected format.

Edit an issue in Activity Center

To edit an issue, perform the following steps:

Open the Activity Center app.
In the left navigation panel, select Issues & Actions > Issues.
Note
The Issues tab will show only those issues that you have access to.
If you do not see an issue that you have access to, ensure no filter has been applied by refreshing the page or clicking reset icon . If you are still unable to find the issue, contact Support.
To learn more about filters, see Filter and refresh options in the Activity Center app.
In the table, click the title of the issue that you want to update.
Edit Issue panel appears.
Note
The Edit Issue panel shows only a limited set of fields. To view all the fields, click Open detail page.
Make the necessary changes, and click Save.
Note
After saving, refresh the page to reflect the changes. Note that refreshing the page will reset any filters you have applied.

Edit an action in Activity Center

To edit an action, perform the following steps:

Open the Activity Center app.
In the left navigation panel, select Issues & Actions > Actions.
Tip
You can also navigate to an action associated with an issue from the Issues tab by right-clicking the issue and selecting Show Actions.
Note
The Actions tab will show only those actions that you have access to.
If you do not see an action that you have access to, ensure no filter has been applied by refreshing the page or clicking reset icon . If you are still unable to find the action, contact Support.
To learn more about filters, see Filter and refresh options in the Activity Center app.
In the table, click the title of the action that you want to update.
Edit Action panel appears.
Note
The Edit Action panel shows only a limited set of fields. To view all the fields, click Open detail page.
Make the necessary changes, and click Save.
Note
After saving, refresh the page to reflect the changes. Note that refreshing the page will reset any filters you have applied.