YouTrack Cloud 2022.3 Help

Getting Started

If you're new to YouTrack, here are a few tips to help you find your way around.

Choosing an Interface

YouTrack supports two interfaces for working with issues in YouTrack: YouTrack Classic and YouTrack Lite.

  • YouTrack Lite is optimised for new users. It can also appeal to experienced users who always manage tasks that match a predefined filter criteria.

    YouTrack Lite UI.

    Key features that are exclusive to YouTrack Lite include a tabular layout in the issues list and quick access to recently viewed issues and articles in the knowledge base.

    If you're using YouTrack Lite, you can configure a collection of views that only show issues that are relevant to specific aspects of your job. Whenever you need to concentrate your efforts in another direction, just switch to another list.

  • YouTrack Classic caters to users who have been working with YouTrack over longer periods of time. It also allows access to features that are more relevant to software development, like integrations with build servers and keyboard navigation.

    YouTrack Classic UI.

YouTrack Lite and YouTrack Classic are offered concurrently, which means you can switch to whichever interface meets your current need at any time. The option to switch YouTrack Lite on and off is available from the Appearance menu. To access this menu, click your avatar in the application header. For more information, see Interface Options.

When you first log in to YouTrack, you'll find the main navigation at the top of the page.

The main navigation in YouTrack Lite.
The main navigation in YouTrack Classic.

These links and icons help you access different pages in the application. The visibility of links and icons are based on the permissions that are available to your user account. For example, if your account does not have the Read Project permission, you do not see the Projects link in the main navigation. The visibility of options in the Administration menu is also based on the permissions that are available to your user account.

The next thing you'll notice is a set of options that let you search for a specific set of issues or filter the current list. The available search and filter options vary based on whether you are working with YouTrack Lite or YouTrack Classic.

Use the options in this section of the page to find issues in YouTrack.

Search and filter options in YouTrack Lite.

There are two different modes available for finding issues:

  • Query mode lets you search for issues that contain matching values for specified attributes and arbitrary strings of text. To learn more about search queries in YouTrack, see Search.

  • Filter mode lets you filter the search results to show only issues that contain matching values in one or more custom fields.

Search and filter options in YouTrack Classic.

Use this feature to find issues in YouTrack. The search bar has two controls: the Search Context list and the Search Box. These controls help you locate just the issues you want to find.

  • To learn how to use the search box, see Search.

  • To learn how to use the search context, see Search Context.

The Issues List

Under the search bar, you see a list of issues.

All of the issues that match the search criteria are shown in this list. When you enter a search query or apply a filter, the list is updated.

The Issues list in YouTrack Lite.

For a detailed overview of the controls that are available in the Issues list, see The Issues List.

The Issues list in YouTrack Classic.

All of the issues that match the search criteria are shown in this list. When you enter a search query or apply a filter, the list is updated.

The Issues list has a toolbar that lets you apply specific actions to one or more issues. For example, you can select the checkbox for multiple issues in the list and click the Add tag button to add a tag to all of the selected issues at once.

Adding tags to multiple issues from the toolbar in the Issues list.

The toolbar also has a control that lets you set the level of detail for issues in the list. To expand the level of detail for a single issue, click the Expand issue arrow to the right of the issue.

Setting the level of detail in the Issues list.
  • For a detailed overview of the controls that are available in the Issues list, see The Issues List.

  • To learn more about working with issues in this view, see Issues.

To the left of the Issues list, you have a sidebar.

The sidebar gives you quick access to issues that match your favorite saved searches. This is also where you can find and resume writing any unreported issue drafts.

The sidebar in the issues list.

To configure the list of saved searches, click the Manage sidebar icon.

The sidebar in the issues list.

The sidebar gives you quick access to issues in your favorite projects, and shows issues that match your favorite saved searches and tags. Use the sidebar to store shortcuts for frequently used search criteria and tags that are most relevant to you.

To learn how to customize the items that you see in the sidebar, see Issue Sidebar.

Single Issue View

YouTrack provides a view for single issues that shows all of the information related to an issue.

The following options for opening and displaying a single issue are available based on the current status of the Quick view option in the List Settings:

  • When Quick view is off, just click the issue summary link in the Issues list.

  • If Quick view is on, the selected issue is shown in the quick view panel to the right of the list. To open and view the issue, click the link for the issue ID.

Use one of the following options to open and display a single issue:

  • Click the ID or summary link in the Issues list.

  • Select the checkbox for an issue and press Enter.

To learn more about this view, see Single Issue View.

Last modified: 29 November 2022