YouTrack Standalone 7.0 Help

Manage Workflows

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Workflows in YouTrack let you customize and automate the lifecycle of issues in your project. As a project administrator, you can attach a workflow to your projects. When you attach a workflow, you can enable and disable specific rules for your project. These settings do not affect any other project in the system.

System administrators have the ability to attach a workflow to any project in the system. In addition, a system administrator can create new workflows for use in YouTrack. For more information, see Workflow Overview.

Attach a Workflow to your Project

Before you can use a workflow, you need to attach it to your project.

To attach a workflow:

  1. Click the Projects link in the main navigation.
  2. Select the project where you want to apply the workflow.
  3. Click the Edit project link.
  4. Select the Workflow tab.
  5. Click the Attach workflows button.
  6. Select the workflow from the list.
    projectAttachWorkflow

Import a Workflow and Attach it to a Project

You can also import a workflow and attach it to your project. For this procedure, you use a ZIP archive that contains the workflow that you want to use in your project. This can be a workflow that was created by a YouTrack administrator or that you have downloaded from the Custom Workflow Repository.

To import a workflow and attach it to a project:

  1. Click the Projects link in the main navigation.
  2. Open the project to which you want to attach the workflow.
  3. Click the Edit project link.
  4. Select the Workflow tab.
  5. Click the Import Workflow button.
  6. Select the ZIP file of the workflow you would like to import.
  7. Click the OK button.

    The workflow is imported attached to the selected project.

Deactivate and Activate Workflow Rules

When you attach a workflow to a project, all of the rules are active and enabled. You can customize the workflow in your project by disabling and enabling specific rules.

To view a the list of rules for a workflow, click to expand the workflow. Rules that have been deactivated are dimmed and labeled Inactive.

projectWorkflowRulesDisabled

To deactivate individual rules in a project:

  1. Select the Workflow tab on the Edit Project page.
  2. Expand the workflow to display the list of rules.
  3. Select the rules that you want to deactivate.
  4. Click the Deactivate button.

When you disable all of the rules in a workflow, the workflow is detached from the project automatically.

To activate individual rules in a project:

  1. Select the Workflow tab on the Edit Project page.
  2. Expand the workflow to display the list of rules.
  3. Select the rules that you want to activate.
  4. Click the Activate button.

Detach Workflows

If you no longer want to use a workflow, you can detach it from your project.

To detach a workflow:

  1. Select the Workflow tab on the Edit Project page.
  2. Select the workflow that you want to detach.
  3. Click the Detach button.

Alternatively, you can disable all of the rules in the workflow. The workflow is detached from the project automatically.

Last modified: 29 September 2016