Free project template

Issue tracker template with every task back on the list when it's due

Track customer problems from the first report to the fix and the reply, so no one is left waiting without an answer.

  • 6 sections
  • 9 tasks
  • Opens as a list
  • Repeats on its own

Customer issues

Reported

  • [Short description of the problem]Customer: What they saw: What they expected:
    • Reply to say you are looking into it
    • Get steps to reproduce and a screenshot

Confirmed

    Being fixed

      Fixed, tell the customer

        Closed

          Routine

          • Daily checkEvery workday 9:30
            • Reply to new reports within one working day
            • Chase anything unchanged for three days
            • Update customers on issues still being fixed
          • Weekly review: most common issues and repeat bugsEvery Friday
          • Write a help article for any issue that comes up three timesEvery month

          About this template

          Customers forgive a bug more easily than silence. Issues go wrong when a ticket is passed to engineering and nobody tells the customer anything for two weeks.

          Each issue is a task that moves through the sections: reported, confirmed, being fixed, fixed and waiting to tell the customer, closed. A daily check keeps anything from sitting still.

          Tips from the template

          • Add one task per issue, with every affected customer in the description.
          • Set priority by how many people it affects and how badly.
          • Close an issue only after the customer has heard back.

          How to use it in ActivityTracker

          1. 1Open Tasks and choose Templates.
          2. 2Find Customer issue tracker and open it. You see every section and task before anything is added.
          3. 3Check the name the new project gets, and change it if you like.
          4. 4Press Use template. Rename the project, then work down the list.

          Already use ActivityTracker? Open this template in the app

          Questions

          Run it with the dates filled in.

          Book a walkthrough to see the templates in the app.