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Creating and Managing Incidents

Create incidents to track and coordinate your team’s response to service disruptions or other issues.

Prerequisites

  • Access to a project in Upstat
  • At least one status configured in project settings

Creating an Incident

1. Open the New Incident Form

Navigate to Incidents and click New Incident.

2. Enter Incident Details

Fill out the main fields:

Title Enter a clear, descriptive title that summarizes the issue.

Description Use the rich text editor to add context. The editor supports Markdown formatting including headings, lists, code blocks, and links.

3. Configure Incident Properties

In the right panel, set:

Status Select the initial status from your project’s configured statuses.

Severity Choose the severity level that reflects the impact.

Incident Lead Assign a team member to lead the response. Select “Unassigned” if no lead is designated yet.

Reporter The person reporting the incident. Defaults to you but can be changed.

Labels Add labels to categorize the incident for filtering and reporting.

Affected Entities Link catalog entities that are impacted by this incident.

4. Save the Incident

Click Save to create the incident. You’ll be redirected to the incidents list.

Editing an Incident

1. Open the Incident

Click on any incident from the list to open its detail view.

2. Edit Fields

All fields are editable directly from the detail view:

  • Click on the title to edit it inline
  • Click on the description to edit with the rich text editor
  • Use the dropdowns in the right panel to change status, severity, lead, or reporter
  • Click on labels to add or remove them

Changes save automatically.

Result

Your incident appears in the incidents list and is visible to all project members. Team members can acknowledge, comment, and collaborate on the response.