Shape helps you create issues with exactly the information required to get it resolved. Follow the steps below to raise an issue in Shape using your desktop or mobile.
Step 1: Click Create Issue
The new issue button can be found:
On desktop: By navigating to the Issues tab in the left navigation. From there you'll see the + New issue button at the top right of the screen.
On Channels mobile: Go to Capture and select the Issue tab.
Step 2: Select Complete or Quick Capture
Next, choose between creating a complete issue or using quick capture.
💡 Top tip: Using Quick Capture, you can easily capture issues while on site with just a note or photo. Issues are then synced so you can complete the other required details when back at the office.
Step 3: Follow the steps
You will now go step by step through the information required including a Title & description, Due date, Issue type, Discipline, Location and Responsible person.
Add photos at any stage — from your camera roll or saved images.
Click Save Draft to store the issue in your unpublished list.
Step 4: Review and publish
You will then have the opportunity to review the issue before publishing. You can add more supporting information such as Impact or filling out custom fields. Once you click publish, a notification will be sent to the responsible person notifying them of the assignment.
⚠️ Note: Your issue won't be visible to anyone else until you publish it. It can always be found in your Unpublished tab until then.
Quick Issues
- Use when you need to capture an issue fast while on the go.
- Just add title & description, and issue is published immediately.
- You can return to My Issues later to edit and add more details.
Smart Issues
- Enter a short natural-text description
- Shape auto-generates a draft issue
- Drafts appear in Unpublished for review
- This is a beta feature — always review before publishing
