Update Issues on an Agile Board

An agile board lets you visualize how issues and tasks move from creation to completion. As issues move through this process, you and your team apply updates that reflect your actions.

This page describes how to update issues on an agile board. You can apply the same changes that you would for issues in the Issues list or single issue view, but the location of these controls is unique to the agile board.

Issues as Cards

The first thing you'll notice is that issues are transformed into interactive cards that you can move around the board. When you move a card to another position on the board, the values that represent the new column or swimlane are updated in the fields that identify these positions on the board.

Controls for updating other issue properties are displayed on the card itself. The amount of detail and number of interactive elements are affected by the Size slider in the header. The following example shows the controls that are visible on a large-sized card.

You can apply the following actions to one or more issues as cards on the board:

Action	Description
Open the issue in single issue view	The issue ID is set as a link to the issue. When you click this link, the issue opens in a new browser tab.
Update custom fields	Each card displays the first three custom fields in the project, excluding fields that are used in the board settings and Assignee. To update the value for a field, click the field and select a value from the list. Use the input field to filter values in the list.
Remove tags	The card displays as many tags as can be shown in one line. To remove a tag from an issue, click the Remove tag icon.
Assign or reassign an issue	The avatar of the current assignee is displayed in the lower-left corner of each card. Unassigned issues display the Set assignee button instead. To assign or reassign an issue, click this control and select a user from the list. Use the input field to filter values in the list.
View and open subtasks	Issues that are linked as subtasks to an issue that is shown as a card on the board are visible on medium-sized and larger cards. On M and L cards, the total number of resolved and unresolved subtasks are shown as a ratio. Click the Subtasks icon to view a list of subtasks. Use the input field to filter value in the list. Select an item to open the subtask on the board in view mode. On XL cards, the issue ID and summary for each subtask is set as a link. Links for resolved subtasks are displayed in strikethrough text and dimmed. Click a link to open the subtask on the board in view mode.
Add attachments	To attach one or more files to an issue, drag files to a card on the board. The card itself becomes a drop zone.
View and update estimations	If your board shows estimations for tasks, the estimation and progress indicator is displayed in the lower-right corner of each card. Move the pointer over the progress indicator to display the unspent or overdue estimation. Click the estimation to update the value.

Options for Selected Issues

You can select one or more cards on the board.

Click a card or use the arrow keys to select an issue. The current issue is marked with a blue border. As long as you don't select another issue, updates are applied to the current issue.
To select multiple issues, use the Spacebar and arrow keys or Ctrl + click with the mouse. Selected issues are marked with a blue background. When you select multiple issue, the current issue (marked with a blue border) is not included in the selection until you select it with the Spacebar or Ctrl + click with the mouse.

When you select one or more issues, the toolbar at the bottom of the page displays the number of selected issues. The following options are available in the toolbar:

Option	Description
Remove selection	Click the x icon to deselect selected cards.
Set Assignee	Opens the list of users who are set as assignees in the project. Select a user to set or change the assignee for all the selected cards.
Add Tag	Opens the list of tags. Select a tag to add the tag to all the selected cards.
Add Link	Opens the list of issue link types. Select an issue link type to open the Apply Command dialog and add a link type to all the selected cards.
Move to Next Sprint	Moves all the selected cards to the next sprint. If the next sprint has not been scheduled, this control opens the New Sprint dialog. When you create the sprint, the selected cards are added to the new sprint. If the next sprint has been scheduled, this control opens the Apply Command dialog. The command to move the selected issues to the next sprint is entered in the input field automatically. Apply the command to move the selected cards to the next sprint. The drop-down list next to this control lets you move the selected cards to a specific sprint or return them to the backlog.

Commands

When you select one or more cards on the board, you can update the selected issues with a command. To enter a command, press Ctrl + Alt + J, or just start typing. When you start typing, the Apply Command dialog opens automatically.

View Mode

When you double-click on a card or select card and press F3, the issue opens in view mode. This mode is similar to the single issue view.

In view mode, the following options are available in the toolbar:

Control	Description
Edit issue	Opens the issue in edit mode. Here, you can change the basic properties of the issue, such as the Project, Summary, and Description. You also have access to set or change the values for supplemental text fields.
Add tag	Opens a list of tags that are available to you. Select a tag from the list to add the tag to the current issue.
AI Assistant	Lets you access the options to generate a new issue summary with the help of the AI Assistant. To learn more, see AI Assistance in Issues.
Link issue	Opens the Add Links controls that let you browse issues and create links between them. To learn more, see Link Issues.
Show more	Displays a list of additional actions. This menu also contains custom actions that are supported by workflows.

The following options are available from the Show more menu:

Action	Description
Copy issue ID	Copies the ID of the current issue to the clipboard.
Print issue	Opens the issue on a printer-friendly page. Use the Print command in your browser to print the page.
Add spent time	Opens the Add Spent Time dialog that lets you add work items to the issue. Only available when time tracking is enabled in the project. To learn more, see Track Spent Time.
Attach files	Opens a dialog that lets you locate and attach a file from your local directory.
Attach files privately	Opens the Attached Files Privately dialog. Here, you have the option to restrict the visibility for all files to specific groups and/or users. Use this option for files that contain sensitive information.
Generate issue template URL	Generates an issue template from the issue and copies its URL to your clipboard. To learn more, see Generate an Issue Template URL.
Add commit	Opens the Add Commit dialog that lets you attach a commit from a VCS integration to the issue. Only available when the project is integrated with a VCS.
Find similar issues	Opens a list of issues that are similar to the current issue in a new browser tab. The Issues list uses the `looks like` search attribute to find issues with similar words in the issue summary in description. For more information, see Find Similar Issues and Articles.
Open command dialog	Opens the Apply Command dialog that lets you apply one or more commands to the current issue. For a list of supported commands, see Command Reference.
Repeat last command	Opens the Apply Command dialog prefilled with the most recent command you applied to an issue from this dialog.
Delete issue	Deletes the current issue following a confirmation message. This action deletes the issue permanently and cannot be undone. To learn more about deleting issues in YouTrack, see Delete Issues.
Clone issue	Creates a copy of the current issue. For more information, see Clone Issues.
Clone issue as draft	Creates a copy of the current issue and adds it to your list of issue drafts. For more information, see To clone an issue as a draft:.
Custom actions	The remaining items in the Show more menu are custom actions that are supported by workflows. The set of actions that are available in each issue is determined by the workflows that are attached to the current project. For more information, see Action Rules.

In view mode, you have additional options for adding attachments to an issue.

Drag files to the issue description area.
Press Ctrl + V to paste an image from the clipboard into the issue description.

An additional option to Download all is available in Classic mode for issues that already have attachments.

Additional options are available for individual attachments. Move the pointer over an attachment and click the icon that corresponds with the option.

Option	Description
Download	Downloads the attachment in its native format.
Edit	If the attachment is an image file, the file opens in the image editor. Here, you can edit the file name and change the visibility of the attachment. Additional tools let you add annotations and modify the image. For more information about the image editor, see Edit Images. Opens all the images that are attached to the issue in your web browser. For all other files, this option opens the Edit Attachment dialog. Here, you can edit the file name, change the visibility of the attachment, or delete the attachment.
Remove	Removes the attachment from the issue following a confirmation dialog.

When you select a card and press F2, the issue opens in edit mode. In addition to the updates that you can apply in view mode, edit mode lets you update the issue Summary and Description.

To exit view mode or edit mode, press Esc or click outside the issue pop-up window.

Activity Stream

In this issue view, all changes applied to an issue are displayed as a single feed with filters that let you select which types of changes you want to show or hide.

Here's an example of the activity stream filtered to show comments and the issue history:

The following controls are available in the toolbar at the top of the activity stream:

Control	Description
Comments	Toggles the visibility of comments in the activity stream.
Spent time	Toggles the visibility of work items. This control is only visible when the Time Tracking feature is enabled in the project.
Issue history	Toggles the visibility of the issue change history.
VCS changes	Toggles the visibility of VCS changes that have been linked to the issue. This control is only visible when the project is integrated with a version control system or is connected to a VCS through an integration with TeamCity.

The following options are available from the Activity settings menu:

Control	Description
Sort: oldest first	Displays changes in chronological order.
Sort: newest first	Displays changes in reverse-chronological order. In this mode, the input field for comments is displayed at the top of the activity stream.
Expand all items	When enabled, activity items that include diffs like changes to the description and other fields that store text are shown in their entirety. Otherwise, this information is only shown when you click the Details link for each issue history item.

Issues as Swimlanes

On agile boards that use issues as swimlanes, the swimlane itself represents an issue. All the cards that are added to the swimlane are linked as subtasks to the issue that represents the swimlane.

When you reorder swimlanes on the board, the issues that represent each swimlane are not modified in any way. Some teams use the order to determine which features or user stores should be resolved first, but the order does not affect the value of the Priority field in the issue itself.

Use the following actions to update issues that represent swimlanes on the board:

Action	Description
Open the issue in single issue view	The issue ID is set as a link to the issue. When you click this link, the issue opens in a new browser tab.
Open the issue in view mode	Click the edit icon to open the issue in view mode. Here, you can apply updates to the issue that represents the swimlane just as you would when you open a card in view mode.
Add a new issue as a swimlane	The New swimlane button in the toolbar at the bottom of the board opens a dialog for a new issue. Enter a summary and description, then click the New swimlane button in the dialog to add this issue to the board as a swimlane.
Move the issue to the backlog	To remove a swimlane from the board and return the issue to the backlog, click the Backlog button to show the backlog, then drag the swimlane to the backlog. All the cards that are assigned to the swimlane are also returned to the backlog.

Last modified: 22 March 2024