YouTrack Standalone 2017.1 Help

Introduction to YouTrackYouTrack Workflow Editor

Attach Workflows to Projects

On this page:

As a system administrator, you can manage workflows in all of the projects for your YouTrack instance. Users who have a project administrator role can only manage workflows in the projects for which they have permission to view and update the project. For more information, see Manage Workflows.

Attach a Workflow to a Project

To use a workflow, you need to attach it to one or more projects. From the Administration menu, you have access to all of the projects in YouTrack.

To attach a workflow:

  1. In the Project-related Settings section of the Administration menu, select Workflows.
  2. Select the workflow from the list.
  3. Click the + icon next to Projects and select the projects where you want to apply the workflow.
    /help/img/youtrack/2017.1/attachWorkflowSelectProjectNew_thumbnail.png

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 for specific projects 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.

/help/img/youtrack/2017.1/projectWorkflowRulesDisabled_thumbnail.png

To deactivate individual rules in a project:

  1. In the Project-related Settings section of the Administration menu, select Workflows.
  2. Expand the workflow to display the list of rules.
  3. Select the rule that you want to deactivate.
    • The selected rule is displayed in the sidebar.
  4. Click the x icon next to the project name to disable the rule in the selected project.
    /help/img/youtrack/2017.1/disableRuleInProjectAdmin_thumbnail.png

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. In the Project-related Settings section of the Administration menu, select Workflows.
  2. Expand the workflow to display the list of rules.
  3. Select the rule that you want to activate.
  4. Click the + icon and select one or more projects from the list.
    /help/img/youtrack/2017.1/enableRuleInProjectAdmin_thumbnail.png

Detach Workflows

If you no longer want to use a workflow, you can detach it from one or more projects.

To detach a workflow:

  1. In the Project-related Settings section of the Administration menu, select Workflows.
  2. Select the workflow that you want to detach.
  3. Click the x icon next to the project name to detach the workflow from the selected project.
    /help/img/youtrack/2017.1/detachWorkflowFromProjectAdmin_thumbnail.png

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

Last modified: 18 April 2017