Working with a Tracker agile board
Issues are displayed on the board as cards with basic issue parameters. You can customize the appearance of cards on the board by choosing fields to display and setting colors that appear when selecting tags and components.
Warning
You cannot restrict access to a board, but you can restrict access to issues shown on the board.
The board shows the issues only from the queues that the user has access to. To restrict access to individual issues, add components with restricted access.
Managing issues
Managing issues on Tracker boards is like working with stickers on a real board:
- Issue cards are distributed across columns according to their statuses. To change the issue status, drag it to the relevant column.
- If you want to place a card somewhere else in the column, just drag it to the location you need (only applies to boards with Allow changing the order of issues enabled).
- To change the parameters or comment on the issue, click its key and edit the issue card on the right.
Create an issue
Warning
Make sure that the queue for creating issues in is specified in the board settings. The new issue will be created in this queue.
Tracker boards allow you to quickly create issues. You can create an issue in the sprint right away or add it to the backlog. You only need to specify the name and type of the issue: the other fields can be filled out later.
Creating an issue on a board
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Open issues boards.
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In the bottom-right corner, click Add issue.
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Enter the issuer name and select its type.
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Click Create.
The created issue will be placed in the queue you specified in the settings. To see the issue, update the board page.
Creating an issue in a sprint
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In the top-right corner, click Sprints.
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Select the sprint where you want to create an issue.
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Enter the issuer name in the field under the sprint's issue list.
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Select the issue type and click Create.
The created issue will be placed in the queue you specified in the settings. To see the issue, update the board page.
Creating an issue in the backlog
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Click Sprints in the top-right corner.
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Enter the issuer name in the field under the backlog's issue list.
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Select the issue type and click Create.
The created issue will be placed in the queue you specified in the settings. To see the issue, update the board page.
Adding issues to a board
Warning
Your board will only display issues if their issue statuses are enabled in the board settings.
You can add issues with specific settings to your board automatically using board filters. To add an issue to your board manually, create a new issue on the board from scratch, or add an issue to the backlog or a sprint.
Adding issues to a backlog
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Open the issue page.
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Click the Boards field header in the right-hand panel. If you do not see the Boards field, add it by clicking Choose fields.
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Start typing the board name in the Boards field and pick the option you need from the list that appears.
The issue will be placed on the board you've picked.
Adding issues to a sprint
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Open the issue page.
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Under Agile in the right-hand panel, click the Sprint field header. If you do not see the Sprint field, add it by clicking Choose fields.
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Start typing the sprint's name in the field and pick the option you need from the list that appears. The board field is populated automatically.
The issue will be added to the selected sprint on the board right away.
Adding multiple issues
To add multiple issues to the board at once, use the bulk change feature:
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Select the issues you need using filters.
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Choose the issues you want to add to the board and click Edit fields.
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To add an issue to a backlog, start typing the backlog name in the Board field and pick the option you need from the list that appears. If you do not see the Board field, add it by clicking Choose fields.
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To add an issue to a sprint, start typing the sprint name in the Sprint field and pick the option you need from the list that appears. The board field is populated automatically.
If you do not see the Sprint field, add it by clicking Choose fields.
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Click Continue and wait until your issues are processed.
Remove an issue from the board
There are several methods to remove issues from the board:
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If you added the issue manually, clear the value of the Boards field on the issue page.
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If the issue was added to the board automatically using a filter, update the filter parameters in the board settings, then clear the value of the Boards field on the issue page.
Alert
If the issue matches the filter parameters, it will be added to the board again.
Removed issues will no longer show up on the board, but will remain available in Tracker.
Adding notes to a board
You can add your notes or comments to the board's columns to explain them to other users. Such notes are not protected from editing: any user can change them.
To add a note to a column:
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Open the board page.
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Select → Add note at the top of the column.
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Enter the text of your note. To format the text, use YFM markup.
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Save your changes.
You can only add one note per column. It will be shown to all users at the top of the column.
Filtering issues
If there are too many issues on the board, you can always hide some of them using filters. You can apply multiple filters at the same time:
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By sprint. On the top panel, select the issues that you want to view.
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By resolution. On the top panel, expand the Resolution menu and specify the resolutions you want to display on the board.
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By status. On the top panel, expand the Status menu and specify the statuses you want to display on the board.
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The issue's key or name. Start typing the text in the field on the top panel. Only the issues whose key or name includes this text will remain on the board.
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Quick filters. By default, the board has only two quick filters: Assigned to me and Created by me. To add new filters, click in the filter panel.
Fullscreen mode
You can switch the board to a full-screen mode. The full-screen mode shows the issue cards in the compact way so that more of them can fit on the board. This mode is convenient for planning or analyzing the sprint.
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To switch to fullscreen mode, open the board page and click next to the board's name.
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To set the board's update period, in full-screen mode, select one of the following values for the Auto-update field in the bottom-right corner of the page: Every minute, Every 3 minutes, Every 5 minutes, or Disabled.
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To exit fullscreen mode, click Leave full screen in the bottom-right corner of the page.
Adding boards to Favorites
To always have quick access to the board, add it to favorites. Just go to a board's page and click to the right of the board name. You can find your favorite boards in the Boards menu on the Tracker top panel.