-- Reference --

Right-click Menus and Content Menus

Context Menu Area
Right-click anywhere in the body of the issues pane to access this menu.
Right-click above the body of the issues pane but not on a tab to access this menu.
Right-click on a tab to access this menu.
Hover over Settings to access this sub-menu.
Command Description
  • New Issue
  • Edit Issue
  • Delete Issue

These are the basic options available for issues. For detailed instructions, see:

Drill Down This option is only enabled for document issues or line issues. Select this command to open the accompanying document.
Send as Email

This option enables you to send the selected issue as an email. You default email client is opened with the issue details pasted in the body.

  • Complete
  • Clear
 
Export to Excel

This option enables you to export all issues in the current view to Excel. The export operation maintains all specified sort options.

New View

This option enables you to create a new tab with custom:

  • Filter
  • Sort
  • Grouping
  • Columns

For detailed instructions, see Creating New Issues View.

  • Edit View
  • Copy View
  • Delete View
These options enable you to modify existing views.
  • Hide View
  • Show View
These options enable you to control which views are visible as tabs on the issues pane.
Customize Views This option enables you to see all available views to modify.
Customize Types

This option enables you to add custom issue types to the file.

For detailed instructions, see Customizing Issue Types.

Set Alternate Color This option enables you to specify custom shading on every other row in a view.

Related Topics