What is issue tracking?
Issue tracking is the process of identifying, documenting and managing problems that arise during a project. This might include anything from technical bugs and system errors to user questions and feature requests.
Issue tracking brings transparency and accountability to your projects. It gives teams a clear structure for responding to problems quickly and ensures no detail slips through the cracks.
Using a task management tool for issue tracking helps you create a clear workflow, ensuring issues are assigned and resolved efficiently. This is particularly helpful for larger, more complex initiatives such as organizational change and digital transformation projects.
Key benefits of the issue tracking template
Digital change often brings questions — and this board helps you answer them without missing a beat. With the issue tracking board in MeisterTask, you can:
Capture feedback fast: Log every issue the moment it’s reported.
Stay organized: Use tags to indicate task priority and complexity for an overview of urgent to-dos at a glance.
Support adoption: Clarify how new tools and processes work to help your team work with confidence.
Streamline resolution: Assign tasks, track progress and communicate fixes transparently.
Keep teams informed: Maintain a single source of truth for common questions or blockers.
Learn and optimize: Learn from recurring challenges and document solutions to optimize processes.
How to use the issue tracking template
Using this issue tracking template makes it easier to support your team throughout the digitalization process. From the first question to the final fix, every issue is tracked clearly, resolved quickly and documented for future reference.
Here’s how to get started:
Step 1: Set up your issue tracking workflow
When you open the template, you’ll see a classic Kanban board with default sections like “Issue”, “Review” and “In Progress”. These sections represent the lifecycle of an issue – from initial report to completion.
If you’re running a digitalization project, we recommend linking this board directly from your main project board — that way, users can easily find where to report questions or problems.
Step 2: Share the board with your team
To invite your team, click the project name at the top of your project board. Select Share from the drop-down menu, then enter the email address of the user you'd like to add to your project.
Step 3: Organize incoming issues
When someone reports a bug, blocker or feedback item, they should create a new task and give it a clear title — for example, “Cannot access updated intranet page” or “Training video link not working”. Encourage your team to include screenshots, links and steps to reproduce the issue. This makes troubleshooting much faster.
If you’re delegating a task to someone else, open the task, click Unassigned at the top of the task window, and select their name from the drop down menu.
Remember to set a due date to ensure the task is handled within a specific timeframe, and use tags to indicate task priority and complexity.
Step 4: Track and communicate resolution progress
As tasks move through the workflow, drag and drop them into the appropriate column to keep team members updated on progress. Team members can comment directly within the task to provide updates, ask follow-up questions or confirm when an issue is resolved.
Use @ to tag colleagues and ensure they’re notified. This helps avoid email threads and keeps communication centralized.
Step 5: Refine your workflow
With MeisterTask’s Reports feature, you can see how many tasks are being completed, how quickly issues are resolved and who’s handling what. This insight helps you identify recurring problems, areas where the team might need more support, or opportunities to streamline your workflow.
Encourage your team to share feedback on the board setup. Is anything unclear? Could a new tag or section make things easier? Even small changes can lead to big improvements, so be sure to review and optimize your workflow as you go along.
