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Issues ​

Issues are obstacles, ideas, and problems that need to be resolved. EOS Hub implements the IDS (Identify, Discuss, Solve) process from EOS to help teams work through issues systematically rather than letting them pile up.

INFO

For the full IDS methodology, see EOS Methodology: IDS Process.

The Issues List ​

Every team has an Issues list -- a living backlog of items that need attention. Issues can come from:

  • Off-track Scorecard measurables dropped during meetings
  • Off-track Rocks flagged during Rock Review
  • Headlines that need discussion
  • Items raised by team members at any time

Short-term and Long-term Issues ​

EOS keeps two issues lists, and so does EOS Hub. The Issues page has two tabs, each with the number of open issues in brackets:

TabWhat belongs thereWhere it is worked
Short-termIssues for this week and the next few weeksIn the IDS segment of the weekly L10 Meeting
Long-termStrategic issues that can wait for the next quarterOn the team's V/TO, in quarterly and annual planning

The tab you are on is part of the address (?tab=short-term or ?tab=long-term), so a link can open either list directly -- the V/TO's Long-term issues link opens the Long-term tab.

Only short-term issues appear in the IDS segment of the L10 Meeting. The team's open long-term issues appear in the Issues List of its V/TO.

New issues are short-term unless you tick Long-term issue. Issues that existed before the two lists were introduced are short-term.

Creating an Issue ​

To add a new issue:

  1. Navigate to Issues in the sidebar.
  2. Click Add Issue.
  3. Fill in the form:
FieldDescription
TitleShort, clear description of the issue
DescriptionOptional detailed context
PriorityLow, Medium, or High
Long-term issueTick it for an issue that belongs on the V/TO rather than in the weekly meeting. It is ticked already when you add the issue on the Long-term tab
Created ByAutomatically set to the current user

Issues can also be created directly from other parts of the application:

  • Scorecard -- Click the issue icon on an off-track measurable.
  • Rocks -- Drop an off-track Rock to the Issues list.
  • Meetings -- Create issues during any meeting segment.

Editing and Deleting Issues ​

To change an issue, open the ⋯ menu on the issue and click Edit. You can update the title, description, priority, and the Long-term issue checkbox.

To move an open issue to the other list, choose Move to long-term (on the Short-term tab) or Move to short-term (on the Long-term tab) in the same menu. For example, an issue the team cannot solve this week but wants to tackle in quarterly planning moves to long-term; a long-term issue that has become urgent moves back to the weekly meeting. Whoever may edit issues may move them.

  • MEMBER users and above can create and edit issues.
  • Deleting an issue is limited to ADMIN and OWNER roles and asks for confirmation first. Deleted issues cannot be restored.

Priority Levels ​

PriorityWhen to Use
HighBlocking progress, needs immediate attention
MediumImportant but not urgent, should be addressed soon
LowMinor items, nice-to-have fixes

TIP

During the IDS segment of the L10 Meeting, the team votes on the top three issues to tackle, regardless of the priority labels. Priorities help with long-term backlog management, but the weekly meeting focuses on what matters most right now.

IDS Workflow ​

Issues progress through three states:

Open ​

The issue has been identified and is on the list. It has not been discussed yet. Most issues spend time here until they are selected for IDS during a meeting.

Solving ​

The issue is actively being discussed by the team. In EOS Hub, moving an issue to "Solving" status indicates that it is the current focus of the IDS segment.

When solving an issue:

  1. Dig into the root cause, not just the symptoms.
  2. Discuss openly -- every team member should contribute.
  3. Arrive at a solution, which typically becomes one or more To-Dos.

Solved ​

The issue has been resolved. A To-Do has been created to implement the solution, or the issue was resolved through discussion.

Solved issues stay in the list for reference. To see only the issues still to be worked, tick Open and Solving in the Status filter.

Dropping Issues to To-Dos ​

The most common outcome of solving an issue is one or more To-Dos. From the issue detail:

  1. Click Create To-Do.
  2. The To-Do is pre-filled with context from the issue.
  3. Assign an owner and set a due date (default: 7 days).
  4. The To-Do appears on the To-Dos page.

Finding Issues ​

Each tab lists its issues as a table with title, priority, status, creator and date. Above the table:

  • Search looks in the title and the description.
  • Status -- Open, Solving, or Solved. It replaces the former All / Open / Solving / Solved tabs; with nothing ticked you see all of them.
  • Priority -- High, Medium, or Low.
  • Created by -- the person who raised the issue.
  • Created -- in the last 7, 30, or 90 days.

The filters act within the Short-term or Long-term tab you are on and are kept in the address, so a link or a reload shows the same list. See Filtering Lists for how search, filters and chips work.

Sorting: the list is sorted by priority (High first). Click a column header -- Title, Priority, Status, Created by, or Date -- to sort by it, and click again to reverse the order. This replaces the former Priority ↑ toggle.

On a phone each issue is a card with the title on top, priority, status, creator and date below, and the ⋯ menu on the right.

Best Practices ​

  • Be specific. "Revenue is down" is not actionable. "Lost 3 enterprise deals in Q1 due to pricing" is.
  • One issue, one item. Do not combine multiple problems into a single issue.
  • Do not solve during Identify. When adding issues, just capture them. Save the discussion for the IDS segment.
  • Time-box discussions. If an issue cannot be solved in the allotted time, either break it into smaller issues or assign someone to research and bring it back next week.
  • Aim for 3 to 5 issues per meeting. Focus on the most impactful items.
  • EOS Methodology: IDS -- The theory behind Identify, Discuss, Solve
  • L10 Meetings -- Short-term issues are resolved during the IDS segment
  • V/TO -- Long-term issues appear in the Issues List
  • To-Dos -- Solutions often become To-Dos
  • Scorecard -- Off-track metrics generate issues
  • Rocks -- Off-track Rocks generate issues