YouTrack Server 2023.3 Help

Tags and Saved Searches

The Tags and Saved Searches tab lets you view and manage tags and saved searches that you have created in YouTrack. You can also view tags and saved searches that have been shared with you. To access this page, click your avatar, select the Profile link, then select the Tags and Saved Searches tab.

Tags and saved searches

Tags are displayed at the top of the list, followed by the list of saved searches. When you select an item from the list, you can show the current settings for the selected item in the sidebar. If the tag or saved search is shared with you, the Owner is also visible in the sidebar.

The following controls are available in the header:

Control

Description

New tag or saved search

Opens the New Tag/New Saved Search dialog in the sidebar. Here, you can create a new tag or saved search and configure your personal subscription options.

Delete

Deletes the selected tag or saved search. This control is only enabled when you select a tag or saved search that you created.

Search tags and searches

Filters the list of tags and saved searches. The list is filtered as you type to show items that include the specified text in their name.

All

Displays all tags and saved searches that are available to you. This includes tags and saved searches that you have created as well as the tags and saved searches that are shared with you.

Created by me

Displays only tags and saved searches that you have created yourself.

Show/Hide Details

Toggles the display of the details sidebar.

The following options are available directly in the list of tags and saved searches:

Option

Description

Add to favorites / Remove from favorites

Favorite tags and saved searches are added to the sidebar in the Issues list. From the Issues list, you can select the tag or saved search to display a list of issues that are assigned the corresponding tag or match the saved search. This option is enabled on a per-user basis.

Untag on Resolve

When enabled, removes the corresponding tag from an issue when it is assigned a state that is considered to be resolved. This option is only available for tags.

New Tags and Saved Searches

This page provides an alternative to the controls for creating tags and saved searches that are available on the Issues list.

To create a new tag:

  1. Click the Create tag or saved search button.

    • The New Tag dialog opens in the sidebar.

      New tag sidebar
  2. Configure the following settings for the new tag:

    Setting

    Description

    Add to favorites

    Select to add this tag to the list that is visible in the Issues list. This setting is applied on a per-user basis.

    This option is enabled by default.

    Name

    Enter a name for the tag.

    Tag color

    Select a color scheme from the color picker.

    Owner

    Select the name of the user who is assumed to be responsible for managing the tag and its permissions. This can be set to any user in the system.

    Can view

    Select which users can see the tag and use it as a filter in search queries. You can select multiple users, groups, and project teams.

    Can use

    Select which users can add the tag to or remove the tag from the issues that they also have permission to view and update. You can select multiple users, groups, and project teams.

    This setting does not affect the visibility of the tag itself. If you want users or group members to be able to use the tag, be sure that they are also allowed to view it.

    Can edit

    Select which users can update the settings for this tag. You can select multiple users, groups, and project teams.

    This setting does not affect the visibility of the tag itself. If you want users or group members to be able to edit the tag settings, be sure that they are also allowed to view it.

    Remove tag when issue is resolved

    Select to automatically remove the tag from an issue when its state is set to a state that is considered to be resolved.

  3. In the Subscriptions section of the form, enable the events that you want to trigger notifications for issues with this tag.

  4. Click the Create button.

    • The tag is added to YouTrack.

    • If you enabled one or more notification events, the subscription is added to your notification scheme.

  1. Click the Create tag or saved search button.

    • The New Tag dialog opens in the sidebar.

  2. Click the Saved search button.

    • The sidebar displays the New Saved Search dialog.

      New saved search sidebar
  3. Configure the following settings for the new saved search:

    Setting

    Description

    Add to favorites

    Select to add this saved search to the list that is visible in the Issues list. This setting is applied on a per-user basis.

    This option is enabled by default.

    Name

    Enter a name for the saved search.

    Query

    Enter a search query. The input field supports query completion.

    Owner

    Select the name of the user who is assumed to be responsible for managing the saved search and its permissions. This can be set to any user in the system.

    Can view and use

    Select which users can see and execute the saved search. You can select multiple users, groups, and project teams.

    Can edit

    Select which users can update the settings for this saved search. You can select multiple users, groups, and project teams.

  4. In the Subscriptions section of the form, enable the events that you want to trigger notifications for issues that match this saved search.

  5. Click the Create button.

    • The saved search is added to YouTrack.

    • If you enabled one or more notification events, the subscription is added to your notification scheme.

Managing Tags and Saved Searches

The Tags and Saved Searches tab gives you the ability to manage all of your tags and saved searches in one place. You can also view and update settings for the tags and saved searches that you have permission to edit.

The following actions are available for tags that you created or have permission to edit:

  • Edit the settings in the sidebar. Rename the tag, change its color, and update the groups that can view, use, or edit the tag.

  • Enable or disable the option to remove the tag when the issue is resolved.

  • Add tags to or remove tags from your list of favorites. Favorite tags are displayed in the sidebar on the Issues list.

  • Update your notification scheme for issues with this tag from the Subscriptions panel in the sidebar.

  • Delete tags that you no longer use.

For tags that you have permission to view or use but not edit, you can update your notification scheme for this tag in the sidebar.

The following actions are available for saved searches that you created or have permission to edit:

  • Edit the settings in the sidebar. Rename the saved search and update the groups that can view and use or edit the saved search.

  • Add saved searches to or remove them from your list of favorites. Favorite saved searches are displayed in the sidebar on the Issues list.

  • Update your notification scheme for issues that match this saved search from the Subscriptions panel in the sidebar.

  • Delete saved searches that you no longer use.

For saved searches that you have permission to view and use but not edit, you can update your notification scheme for this saved search in the sidebar.

Last modified: 22 March 2024