YouTrack InCloud 2020.5 Help

Demo Projects

Demo projects are a great way to learn about YouTrack in a safe environment. You can also use them to experiment with various configuration options before you start work on a new project or apply the configuration to a project that is already underway.

The demo project contains a preconfigured set of sample issues that help you become more familiar with key features in YouTrack. The demo project also includes a collection of agile boards, reports, and a dashboard.

For new installations, a demo project is created automatically. The user who installs or registers the application is given the option to keep the demo project or discard the project and work with an empty YouTrack installation.

Your YouTrack installation supports an unlimited number of demo projects. Consider using demo projects to support the following scenarios:

  • If you're evaluating YouTrack as a potential solution for managing projects in your organization, use the demo project to get first-hand experience with a range of features with minimal downtime for setup and configuration.

  • Use demo projects to test workflows and integrations before using them in active projects.

  • Create demo projects for new employees as part of their onboarding experience.

Create a Demo Project

The demo project is based on a project template just like any other project in YouTrack. The template defines which custom fields, workflows, and time tracking settings are used in the project right from the start.

The ability to create projects is limited to users who have the Create Project permission. If you want to use demo projects to onboard new users who don't have this permission, someone will need to create the project for them and grant them access to it. For more information, see Manage the Project Team.

To create a demo project:

  1. Click the Projects link in the main menu.

  2. On the Projects page, click the Create Project button.

  3. On the Create Project page, enter a name and unique project ID.

  4. To start numbering issues with a number other than 1, enter a value in the Starting Number input field.

  5. Enter an optional description of the project.

  6. In the Project Type section, select the Demo project template.

    Creating a demo project.
  7. Click the Create project button.

    • A new demo project is created.

    • Additional features of the demo project are generated automatically. For a complete description, see Demo Project Features.

    • YouTrack shows the overview page for the new project.

    Overview for the new demo project.

Demo Project Features

When you create a demo project, YouTrack generates a predefined collection of issues and issue views. These help you navigate through the application and become familiar with its features. These features of the demo project are accessible from the navigation links in the application header.

Issues

When you click the Issues link in the header, you can browse and view issues in your demo project. If you set your demo project as the context for your current search query, you only see the issues that were generated automatically when the project was created.

Issues in the demo project.

With the demo project in context, the following features are available:

  • Issues in the demo project are arranged in a custom order. This lets you see how you can set up the issues in other projects so that they are resolved according to a predefined sequence.

  • The issues have also been arranged into a predefined hierarchy. When the View Mode setting for the Issues list is set to Tree, each subtask is nested under its parent issue.

When you select an issue from the list, it opens in single issue view.

Sample issue in the demo project.

The descriptions for issues in the demo project are written to help you discover a specific feature, then move on to the next issue. Follow these steps for each issue in the demo project:

  1. Read the issue description and follow the instructions provided.

  2. Resolve the issue by changing the value for the State field to Fixed.

  3. Continue with the next issue in the project.

You can work with issues in the demo project in any order. There's no right or wrong way. Keep going until you've resolved all of the issues in the project or are confident enough to use the application without further assistance.

Dashboards

When the demo project is created, YouTrack generates a dashboard that displays information that is specific to the demo project. This dashboard is accessible from the list of dashboards as <demo project name> Dashboard.

Dashboard for the demo project.

The dashboard is pre-populated with the following widgets:

Widget

Description

Issues List Widget

This widget displays a simple list of all issues that belong to the demo project. You can customize the widget to show only issues that match specific search parameters. For example, if you add #Unresolved to the search query in the settings, the widget only shows issues that are assigned an unresolved state.

To learn more about this widget, see Issues List Widgets.

Issue Activity Feed Widget

This widget shows you a timeline that represents all of the issue-related activity that has taken place in your demo project. Even though these updates were generated automatically, the activity that is recorded in the demo project upon its creation is attributed to the user who created the project. As you apply changes to issues in the demo project, your activity will be reflected in this widget as well.

To learn more about this widget, see Issue Activity Feed Widgets.

Report Widget

This widget displays data that is calculated for and presented on a preconfigured Timesheet Report. This timesheet shows you who has allocated spent time by adding work items to issues in the demo project.

The demo project includes predefined work items that help demonstrate this functionality. In each of these work items, the user who creates the demo project is assigned as the work author.

To learn more about this widget, see Report Widgets.

You can use the dashboard to track your progress as you resolve each issue in the demo project. You can also tune the dashboard any way you like.

  • Customize and resize the pre-populated widgets.

  • Add your own widgets.

To learn more about dashboards in YouTrack, see Dashboards.

Agile Boards

When you create a demo project, YouTrack creates not one, but two sample agile boards. These configurations demonstrate how you can tailor your boards to appeal to specific project management styles.

The Scrum Board

One of the boards is designed to follow Scrum. Scrum is an agile framework for developing, delivering, and sustaining complex products.

This board is automatically assigned the name <demo project name> Board.

Scrum board with sprints for demo project.

The scrum board has the following characteristics:

  • The board has three columns for issues in an Open or Submitted state on the left, issues In Progress in the middle, and issues that are Fixed on the right side of the board. The objective is to work on each open issue one by one and mark them as Fixed when you have finished reviewing the task.

  • Its swimlanes (rows) are identified by issues in the demo project that are assigned the Feature type. As a result, each row contains cards that are relevant to users with different roles in YouTrack: new users, project administrators, and system administrators.

  • The issues are all assigned to a single sprint.

    In Scrum development, a sprint is a time-boxed iteration that encompasses all of the effort that is required to meet a predefined goal. Your goal for this sprint would be to review and resolve all of the issues in the demo project before the sprint deadline.

To learn more about using agile boards for Scrum development in YouTrack, see Scrum Boards.

The Kanban Board

The second board is designed to support a lightweight Kanban framework. With this model, cards are simply meant to flow from left to right, one column at a time, until all of the tasks are marked as complete.

This board is automatically assigned the name <demo project name> Overview.

Kanban board with swimlanes by subsystem.

The kanban board has the following characteristics:

  • Like the Scrum board, this board has three columns for issues in an Open or Submitted state on the left, issues In Progress in the middle, and issues that are Fixed on the right. The objective is to work on each open issue one by one and mark them as Fixed when you have finished reviewing the task.

  • The swimlanes are identified by values for the Subsystem field. This means that issues are grouped in predefined categories like Issue tracking, Project management, and Migration.

To learn more about Kanban boards in YouTrack, see Kanban Boards.

Reports

Each demo project comes with three preconfigured reports. These are accessible from the Reports menu in the application header. These reports show you how to present and analyze issue data in your project.

The Issues per Subsystem REport

The first report shows you how many issues are assigned to each of the subsystems that are used in the demo project. This type of report helps teams decide which aspects of a particular project require the most attention at any given time.

Issues per subsystem report for demo project.

To learn more about this type of report, see Issues per Arbitrary Field.

The Time Report

The second report shows how much time has been spent working on various issues in the demo project. This information is based on the amount of spent time that has been added to issues as work items.

This type of report is particularly helpful to teams that estimate the amount of time required to complete various tasks.

Time report for demo project.

To learn more about this type of report, see Time Report.

The Timesheet Report

The last report shows the same information that is presented in the Time report, but from a different perspective. On the Timesheet report, the amount of time spent working on issues in the demo project is plotted on a timeline.

This type of report helps you track activity over a specific timeframe. People often use this information to calculate invoices and track the historical allocation of resources in a project.

Timesheet report for demo project.

To learn more about this type of report, see Timesheet Report.

This is just a sample of the many types of reports that you can generate in YouTrack. For a complete list, see Reports.

Projects

When you click the Projects link in the application header, YouTrack displays a list of projects that have been created in the system. Your demo project will be grouped with other favorite projects on the page.

Menu options for demo project in the Projects list.

The Settings icon for your demo project lets you navigate to the following locations in YouTrack:

  • From the Administration section of the menu, you can jump directly to the set of controls that are available from each of the tabs in your project settings. To learn more about these options, see Configure a Project.

  • The Agile Boards section provides direct access to the agile boards that were generated when you created the demo project. If you create additional boards that manage issues in this project, these boards are added to this list automatically.

What to Do When Done with the Demo

Once you have resolved all of the issues in your demo project, you should be familiar with the major features in YouTrack. This also probably means that you don't need the demo project anymore.

That doesn't mean you need to delete it right away. Here are a few ways you can get some extra mileage out of the demo project:

  • Use it as a sandbox — YouTrack lets you customize your projects in a million different ways. You can keep the demo project and use it to experiment with workflows, test integrations, and check different access profiles.

  • Manage a real project — the dashboard, agile boards, and reports that are generated when you create the demo project are set up just as they would be for a typical project team. You can add other users to the project team and use the demo project to track new activity. If the sample issues annoy you or your team in any way, just delete them.

  • Track your personal issues — many of the components that are generated when you create the demo can help you manage your personal list of to-do items. You can continue to report and track tasks that are related to your professional development or other efforts that don't involve other members of your project teams. You can also keep using the dashboard, agile boards, and reports without having to create them from scratch.

If none of the options appeal to you and you want to keep your YouTrack installation tidy, you can delete the demo project at any time. When you delete the demo project:

  • All of the issues that belong to the project are deleted as well.

  • The dashboard, agile boards, and reports that were generated when the project was created are deleted from the system.

To learn more about deleting a project in YouTrack, see Remove a Project.

Last modified: 30 November 2020