YouTrack InCloud 2017.1 Help

Task Management

JetBrains IDEs support native integration with YouTrack with the Task Management plugin. This plugin is installed and enabled by default in IntelliJ IDEA, PhpStorm, PyCharm, RubyMine, WebStorm, AppCode, CLion, Rider, and MPS.

You can extend the functionality of this plugin and unlock additional features with the YouTrack Integration Plugin. If you already use the YouTrack Integration Plugin, the features that are described on this page are already enabled in your IDE.

The Task Management plugin lets you open a YouTrack issue as a task in your IDE. This sets the YouTrack issue as the current work context. Changes to the code base are added to a change list that is associated with the issue.

Configure the Task Management Plugin

Perform this setup directly in your IDE. You do not need to configure anything in YouTrack.

To configure the Task Management plugin:

  1. Open your project.
  2. Open the Settings dialog and select Plugins. Verify that the Task Management plugin is enabled.
    /help/img/youtrack/2017.1/task-management-plugin_thumbnail.png

    The plugin is installed and enabled by default. If not, select the checkbox and enable the plugin.

  3. Navigate to the Tools > Tasks > Servers settings.
  4. Click the Add server button and select YouTrack.
    /help/img/youtrack/2017.1/ideAddServerDD_thumbnail.png
  5. Configure the connection to your YouTrack server:
    /help/img/youtrack/2017.1/ideYTServerGeneral.png
    SettingDescription
    Server URLEnter the URL of your YouTrack server.
    UsernameEnter the username of your YouTrack user account.
    PasswordEnter the password for your YouTrack user account.
    SearchEnter a search query that returns the issues that you want to set as tasks in your IDE.
  6. Click the Test button to test the connection to the server.
  7. Select the Commit Message tab.
  8. Enter placeholders for issue properties to set the default text for your commit messages.
    /help/img/youtrack/2017.1/ideYTServerCommitMessage_thumbnail.png
  9. Click the OK button.
    • Your IDE is configured to connect to your YouTrack server.

Set the Work Context

When you configure the Task Management plugin, you can set the working context to a specific issue in YouTrack. All of the changes that you make in the code are associated with the issue that is selected as the current task.

To define the work context:

  1. Open the Open Task dialog.
  2. Select an issue from the list. Enter part of the issue ID or summary to filter the list.
  3. Set the parameters of the new task.
    /help/img/youtrack/2017.1/ideOpenTaskParameters.png
  4. Click the OK button.
    • The new task is set as your work context.
    • A new change list with the issue ID and summary is created automatically.
    • While you work within the context of this task, all of the changes in your project are added to this change list.
      /help/img/youtrack/2017.1/taskChangeListCreated_thumbnail.png
Last modified: 18 April 2017