Issues & Snags — Polier Help

In this guide

Create an issue
Add a photo
Assign and set due date
Track issue status
Filter and search issues
Close an issue with evidence

1. Create an issue

There are two ways to create an issue:

From a plan: Open a sheet in Plans, click the Pin tool, click the location on the drawing, then fill in the panel that opens on the right and click Save.
From the Issues list: Click Issues in the sidebar, click New Issue, fill in the form, and click Save.

Required fields:

Title — short description of the problem
Type — Defect, Snag, RFI, or General Issue

Optional but recommended:

Priority, Assignee, Due date, Photos, Location description

Tip: On mobile, the fastest way to log a site issue is: open Issues, tap the + button, take a photo, add a title, and tap Save. Done in 20 seconds.

2. Add a photo

When creating or editing an issue, tap the camera icon (mobile) or the photo attachment area (desktop). Select from your camera roll or take a new photo directly.

You can attach multiple photos to a single issue. Tap any photo to add a caption. Photos appear in the issue detail view and in all exported reports.

Tip: Take the photo before logging the issue — it's faster on mobile to have the photo ready first, then use "choose from library" rather than switching to the camera mid-form.

3. Assign and set due date

In the issue detail panel, click the Assignee field and search for a team member by name. They receive an in-app notification as soon as you save the assignment.

Set a Due date to trigger deadline reminders. Overdue issues are highlighted in red in the Issues list, making it easy to see what needs immediate attention.

4. Track issue status

Issues move through four statuses:

Open — newly created, not yet worked on
In Progress — the assignee is working on it
Resolved — the assignee says it's fixed, pending confirmation
Closed — verified and accepted by the project admin or client

The full status history is logged with timestamps and the name of whoever made each change. This creates a complete audit trail for every issue.

5. Filter and search issues

In the Issues list, use the filter bar to narrow down by:

Status — Open, In Progress, Resolved, Closed
Priority — Critical, High, Medium, Low
Type — Defect, Snag, RFI, General
Assignee — filter to one person's issues
Due date — overdue, due this week, or a custom date range

Use the search bar to find issues by title keyword. Combine filters and search to pinpoint exactly what you need.

Tip: Save your most-used filter combinations as views — for example "My open high-priority issues this week" — so you don't have to re-apply filters every time you open the Issues tab.

6. Close an issue with evidence

When work on an issue is complete, the assignee should add a closing photo — a picture of the fixed defect — before changing the status to Resolved. Click Edit on the issue, add the photo, then update the status.

The project admin or an appointed reviewer then changes the status to Closed, confirming the fix has been inspected and accepted.

All photos, status changes, and timestamps are retained permanently and included in exported reports. This evidence trail is valuable for contract administration and dispute resolution.