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The Detail Panel

Click any row in the issue list to open the detail panel in the right column. It occupies about a quarter of the screen and can be expanded to full screen.

Issue detail panel

Layout​

  • Top navigation bar — previous / next buttons to move between issues in the current filtered list, your position (e.g. 36/50), the issue number, the status badge, an expand button, and a close button.
  • Social card — who raised the issue, of which type, assigned to whom, on what date. Includes the privacy icon.
  • Title & Description — editable inline if you have permission (see Edit an Issue). Long descriptions collapse with a Show more link.
  • Attachment strip — quick view of attached documents; click to open the viewer.
  • Properties grid — Assignee, Due Date, Type, Discipline, Package, Confirmed Date, DTag and more; some fields are editable inline depending on permissions.
  • Content tabs — Activity, Document, Distribution, DTags, Email, Related Items, History; each tab shows its item count on the label.
  • Bottom action bar — the actions available to you by role and status (see Workflow Actions).

Tabs​

Activity​

The full timeline of the issue: user comments, workflow action records, and notification emails.

  • Post a comment — rich-text editor with @ mentions (suggested from the user directory) and file attachments. New comments appear at the top.
  • Reply to any comment to create a nested thread.
  • Edit / Delete your own comments; deleted comments show a withdrawn state.
  • Email entries open the email viewer when clicked.
  • Clicking the Last Activity column in the list opens this tab, scrolls to, and highlights the corresponding entry.

Activity tab

Document​

Documents attached to the issue as a flat list — each document is independent (no version chain). Each row shows a file-type icon (PDF, image, Word, Excel, CAD, other), name, size, and upload date.

  • Click a row to open the full-screen viewer — navigate files with arrow keys, zoom, rotate, markup, and annotate.
  • Download a single file with the row's download button, or download all from full-screen mode.

Document tab

note

Documents are added through the attachment section of the action dialogs, not directly in this tab.

Distribution​

The notification recipients, grouped by stakeholder. Each row shows avatar, name, email, stakeholder, and position.

  • Add — opens a sub-panel to search by name / email / position and select multiple people at once.
  • Remove — each row has a delete button.

Distribution tab

DTags​

The DTags attached to the issue, shown as hierarchical paths (e.g. Building A › Level 3 › Plant Room).

  • Add DTag — opens the tree picker; check/uncheck to add or remove. Users with management rights can create, rename, or delete nodes directly in the tree.
  • Remove — per-row delete button, or right-click for a context menu.

DTags tab

Email​

The notification emails generated from the issue.

  • Click a row to open the email viewer with full sender, recipients, and content.
  • Reply All — compose a reply (with attachments); it is written back to the activity timeline as a new email entry.

Email tab

Link the issue to other objects in the project — Submittals, Issues, RFIs, Drawings, Milestones. Each row shows the number, title, color-coded status badge, and last-modified date.

  • Link — opens a sub-panel to search, select multiple objects and a relationship type.
  • Open — click a row to navigate to the target object.
  • Unlink — per-row delete button.

History​

A read-only, field-level audit trail: the changed field, old value, new value, who changed it, and when. Separate from the activity timeline.

History tab