Working with an agile board

Issues are displayed on the board as cards with general issue parameters on them. You can customize the appearance of cards on the board by choosing fields to display or setting colors that appear when selecting tags and components.

Managing issues

Managing issues on Tracker boards is like working with stickers on a real board:

• Issue cards are arranged into columns based on their status. To change the issue status, just drag it to the corresponding column.
• If you want to place a card somewhere else in the column, just drag it to the location you need (only applies to boards with Allow changing the order of issues enabled).
• If you want to change issue options or leave a comment, click the key and make your changes in the issue card to the right.

Create an issue

Tracker boards allow you to quickly create issues. You can create an issue directly in the sprint or place it in the backlog. You only need to specify an issue's name and type, as all the other fields can be filled in later.

Create an issue on the board

1. Open the issue board.

2. Click Add issue in the lower-right corner.

3. Enter the issue's name and specify its type.

4. Click Create.

The created issue will be placed in the queue you specified in the settings. To view the issue, refresh the board page.

Creating an issue in a sprint

1. Click Sprints in the upper-right corner.

2. Select the sprint for your issue.

3. Enter the issue name into the field under the sprint's issue list.

4. Select the issue type and click Create.

The created issue will be placed in the queue you specified in the settings. To view the issue, refresh the board page.

Creating an issue in the backlog

1. Click Sprints in the upper-right corner.

2. Enter the issue name in the field under the backlog's issue list.

3. Select the issue type and click Create.

The created issue will be placed in the queue you specified in the settings. To view the issue, refresh the board page.

Adding issues to a board

You can add issues with specific settings to your board automatically using board filters. To add an issue to your board manually, create a new issue on the board from scratch, or add an issue to the backlog or a sprint.

Adding issues to a backlog

1. Open the issue page.

2. Click the title of the Boards field in the right-hand panel. If there's no Boards field, add it by clicking Choose fields.

3. Start typing the board's name in the Boards field and pick the option you need from the list that appears.

The issue will be placed on the board you've picked. To remove an issue from the board, clear the Boards field on the issue's page.

Adding issues to a sprint

1. Open the issue page.

2. Click the title of the Sprint field in the Agile panel on the right. If there's no Sprint field, add it by clicking Choose fields.

3. Start typing the sprint's name in the field and pick the option you need from the list that appears. The Boards field will be filled in automatically.

The issue on the board will be placed in the sprint you've picked. To remove an issue from the board, clear the Boards field on the issue's page.

Adding multiple issues

To add multiple issues to the board at once, use the bulk change feature:

1. Select the issues you need using filters.

2. Choose the issues you want to add to the board and click Edit fields.

3. To add an issue to a backlog, start typing the backlog's name in the Board field and pick the option you need from the list that appears. If there's no Board field, add it by clicking Choose fields.

4. To add an issue to a sprint, start typing the sprint's name in the Sprint field and pick the option you need from the list that appears. The Boards field will be filled in automatically.

   If there's no Sprint field, add it by clicking Choose fields.

5. Click Continue and wait until your issues are processed.

Adding notes to a board

You can attach your own notes and comments to the columns on the board to make navigation easier for other users. Such notes can be freely edited by all users.

To attach a note to a column, do the following:

1. Open the board page.

2. Select → Add note at the top of the column.

3. Enter the text for your note. To format the text, use YFM markup.

4. Save the changes.

You can only attach one note to each individual column. It will show up at the top of the column, visible to all users.

Filtering issues

If there are too many issues on the board, you can always hide some of them using filters. You can apply multiple filters at once. Here is the list of available filters:

• By sprint. Use the upper panel to choose the sprint whose issues you want to view.

• By resolution. On the top panel, expand the Resolution menu and specify the resolutions you want to display on the board.

• By status. On the top panel, expand the Status menu and specify the statuses you want to display on the board.

• By issue key or name. Start typing an issue's key or name on the upper panel. Only the issues whose name or key contains your query will be displayed on the board.

• Quick Filters There are only two quick filters on the board by default: Assigned to me and Reported by me. To add new filters, click on the filter panel.

Fullscreen mode

You can switch the board to fullscreen mode. Cards are smaller in fullscreen mode, so more of them are displayed simultaneously. This mode is useful when planning or analyzing sprints.

To switch to fullscreen mode, open the board page and click next to the board's name.

To exit fullscreen mode, click Exit fullscreen mode in the bottom right corner of the page.

Adding boards to Favorites

You can add boards to Favorites for quicker access. Just go to a board's page and click to the right of the board name. Your favorite boards are displayed in the Boards menu on the top panel in Tracker.