Ready for Revizto's Issue Tracker? Here’s where to start

Most teams open the issue tracker to look at a list of problems. Far fewer use it the way it's designed to be used, as a filtering tool that surfaces exactly what each person needs to act on, right now. Here's how the Issue Tracker works and continue your learning at the Revizto Academy. 

Quick summary

The Revizto Issue Tracker shows every issue on your project and lets you filter that list down to what matters for the task at hand. Click the Issue Tracker to see currently open issues, then click "Maximize" to expand the full view: filter presets, the issue list, the chat feed, and issue details. 

Issues can be created manually in 2D or 3D, or generated automatically through clash automation. You can only edit an issue's fields if you created it, or if a project admin has granted you the permissions to do so.

Opening and expanding the Issue Tracker

When you click on the Issue Tracker, you'll see a list of issues currently open on your project. To see the full working view, click the "Maximize" tab. This expands four key areas:

• Filter presets – saved and custom views for narrowing the issue list
• Issue list – the issues matching your selected filter
• Chat feed – the full history of actions taken on a selected issue
• Issue details – the fields and metadata for a selected issue

From this expanded view, you can also multi-edit issues, update location tags, delete issues, and import or export issue data.

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Understanding filter presets

Filter presets are what give the Issue Tracker its power. Instead of scrolling through every issue on a project, you select a preset that matches what you're trying to see. Revizto includes several by default:

• All issues – every issue created on the project, regardless of status
• Current issues – issues that are open, in progress, or solved (closed issues are excluded)
• My open issues – issues assigned to you
• Watched by me – issues where you've been added as a watcher
• Closed issues – issues that have been resolved and closed

If none of the defaults fit, you can build a custom filter. Custom filters let you narrow by issue type, status, assignee, company, priority, deadline, level, and zone, which makes it possible to isolate exactly the issues relevant to a specific trade, floor, or deadline.

The issue list updates immediately as you switch presets, and this also carries over between 2D and 3D views, so what you see stays consistent regardless of how you're navigating the model.

How issues get created

Issues in Revizto can originate in a few different ways:

• Manually in 2D or 3D, using the "New Issue" or "Stamp" tools
• Automatically, through clash automation

Regardless of how an issue is created, it appears in the same tracker and can be filtered, assigned, and resolved using the same tools.

Tracking issue history in the chat feed

Every issue has its own chat feed, which logs the complete history of that issue from creation to closure. Any action, including a changed 3D view, a new markup, or an edit to the issue's details, is time-stamped and recorded here automatically. You can also send messages directly in the chat feed and attach files such as photos or PDFs, keeping all context for an issue in one place instead of scattered across email threads.

Editing issue details and permissions

The issue details panel is where you update fields like title, type, assignee, priority, and deadline. Changes made here, such as updating an issue's status, are reflected in the chat feed immediately.

Editing permissions depend on your role:

• If you created the issue, you can edit its fields directly.
• If you did not create the issue, you'll need permissions granted by the project admin before you can make changes.

This keeps issue ownership clear on larger projects, where multiple companies and disciplines may be working from the same issue list.

Issue Tracking and beyond, it's all here at the Academy

Understanding the Issue Tracker's basics is a strong start, but there's more depth to explore, including how issues connect to clash automation and how coordination scales across a full project team.

Revizto Academy's Issue Essentials course covers these fundamentals in depth, including 2D, 3D, and issue tracking concepts, in a free, self-paced course you can complete in about two hours. Once you pass the exam, you'll earn an industry-recognized certificate you can share on LinkedIn.

Start Issue Essentials on Revizto Academy to build on what you've learned here.