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.
Prerequisites
The only permission that is required to create an agile board in YouTrack is Read Issue. As long as you have permission to read issues in a project, you can create a board and monitor the progress of issues in the project.
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:
To create an agile board:
- Click the Agile Boards link in the header.
- Click the Create button, and select Board.
- Select a template:
- Enter a name for the new board.
- Add projects that you want to manage on the board.
- Configure the visibility settings of the board. Select the groups whose members can view and use the board and edit board settings. By default, the Can View and Use Board and Can Change Board Settings settings are set to Me only. This means that the new board is private and available only to you.
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Configure the backlog for the new board. You can either create a saved search to use as the backlog or use an existing 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..
To use an existing saved search for the backlog
- Select the Use existing option.
- Select a saved search from the drop-down list.
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.
- Select the Create new button.
- Click the Create board button.