YouTrack InCloud 2017.2 Help

Create an Agile Board

You can create an agile board in YouTrack and customize its settings to support different agile methodologies. Whether you follow scrum, kanban, or a combination of the two, the board is flexible enough to accommodate.

You can create and share a board with your team, or build a personal board to track your own work.

This procedure walks you through the basic steps. For more detail, browse the other topics in this section.

Permissions

The only permission that is actually required to create an agile board in YouTrack is Read Issue. As long as you have permission to read issues, you can create a board and monitor the progress of issues in the project. For example, users with the default Observer role in a project can create a board and use it to track issues. However, this role has a limited set of permissions. Their ability to interact with issues on the board is restricted.

To create and configure a board that you and your team can use to update issues in a project, you need permission to perform a wider range of actions. If you encounter any problems when you follow this setup, check that you have access to the following permissions:

ActionPermission
Add projects to the board.The list of projects is restricted to projects where you have the Read Issue permission. Read Project permission is not required.
Create a saved search for the backlog.Requires Create Tag, Saved Search or Report. Users without this permission can still create a board that uses a personal saved search, like Assigned to me, Commented by me, or Reported by me.
Share the backlog search with other users.Requires Share Tag or Saved Search.
Let other users view and use the board.Requires Read Group.
Add issues to the board.Requires Create Issue.

The Can view and use the board and Can change board settings options set the visibility for your board. When both options are set to Me, your board is private. However, if you select a group for the Can view and use the board option, users with the Low-level Administration permission in this group can access and edit the settings for this board as well.

To create an agile board:

  1. Click the Agile Boards link in the header.
    • One of two things happens:
      • If you have access to an existing board, either this board or the board that you last viewed is displayed.
      • If you have no available boards, the Create an Agile Board page opens. In this case, skip to step 3.
  2. Click the Create button, and select Board.
    /help/img/youtrack/2017.2/boardCreateDropDownMenu.png
  3. Select a template:
    /help/img/youtrack/2017.2/agile_templates.png
    TemplateDescription
    Scrum boardPre-configured for scrum development teams. Automatically set for tracking feature development over a series of scheduled sprints.
    Kanban boardPre-configured for teams that follow a kanban methodology. Also a great option for personal boards.
    Version-based boardPre-configured to link sprints to the value in a custom field that stores a version type. Designed to mimic the behavior of agile boards in earlier versions of YouTrack where you can use a query to filter the visibility of cards on the board.
    Custom boardGenerated with a default configuration that you adjust to any work flow.
    • The New Board page opens.
      /help/img/youtrack/2017.2/boardCreateSettingsDialogEmpty_thumbnail.png
  4. Enter a name for the new board.
  5. Add projects that you want to manage on the board.
    /help/img/youtrack/2017.2/boardCreateAddProjects_thumbnail.png
  6. Configure the visibility settings of the board. Select the groups whose members can view and use the board and edit board settings.
    /help/img/youtrack/2017.2/boardCreateVisibilitySettings_thumbnail.png
    By default, the Can view and use the board and Can change board settings settings are set to Me. This means that the new board is private. However, if you make the board visible to other users, users with the Low-level Administration permission in this group can access and edit the settings for this board as well.
  7. Configure the backlog for the new board. You can either create a saved search to use as the backlog or use an existing search.

    To create a new saved search:

    • Select the Create new button.
      • The saved search is assigned the name <Board Name> Backlog. If you want to assign the saved search another name, edit the value in the Saved Search Name field.
      • A query for the new saved search is generated with the following format:
        project: <project(s)> has: -{Board <Board Name>} #Unresolved

        This saved search returns all unresolved issues in the projects that are managed on the board that are not assigned to the board.

    • If required, modify the search query. We do not recommend that you remove any parameters that are suggested in the auto-generated query..
    /help/img/youtrack/2017.2/boardCreateBacklogNew_thumbnail.png

    To use an existing saved search for the backlog:

    • Select the Use existing option.
    • Select a saved search from the drop-down list.
      /help/img/youtrack/2017.2/boardCreateBacklogExisting.png

      You can also modify the backlog's saved search or select another saved search as the backlog for your board. For details, see Work with a Backlog.

  8. Click the Create board button.
    • The agile board is created.
    • The saved search, if new, is stored in YouTrack.
    • The board opens to the Board Settings panel. Here, you can configure additional settings for the board.

See Also

Last modified: 22 May 2017