YouTrack Server 2024.3 Help

Due Date Calendar Widgets

A Due Date Calendar widget displays a calendar for issues by due date that matches a search query, saved search, project, or tag.

To add a Due Date Calendar widget to a dashboard:

  1. Click Dashboards in the main navigation menu.

  2. Select a dashboard for the widget.

  3. Click the Add widget button on the dashboard.

  4. From the drop-down list, select Due Date Calendar.

    • The configuration dialog for the new widget opens.

  5. Enter an optional widget title.

  6. Select the field used to schedule due dates. Here, you can use both custom fields of date and date and time types. If you use the date and time field, then the calendar shows the grid with the time marks for the days.

  7. Select a field to use to apply a color scheme to the issue labels shown in the calendar. By default, the Priority field is selected.

  8. Configure the widget by performing a combination of the following actions:

    • Select a search context from the drop-down list.

    • Enter a search query in the input field.

    • Select a saved search on the Saved Search tab.

    • Select a project on the Projects tab.

    • Select a tag on the Tag tab.

    Calendar widget settings
  9. Set a custom refresh rate for the widget, in minutes. The default refresh rate for the Calendar widget is 0 minutes. That is, the automatic refresh of the widget is disabled by default.

  10. Click the Save button.

    • The Calendar widget is added to the Dashboard.

    • If you didn't specify a title, the title of the card is set to the selected search query, saved search, project, or tag.

    Due Date Calendar widget saved

Working with a Calendar Widget

  • Click the widget's title to display the Issues list with the results of the search query configured for the widget.

  • Click an empty cell of the calendar grid to open the Create new issue page with the pre-filled project and the selected due date value. This option works only if you selected a project for the context, not a saved search or a tag.

  • Drag and drop tasks around the calendar grid to change their due dates. This option is only available to users who have enough permissions to update the value of the selected due date field.

Click the More menu in the corner of the widget to expand a list of available actions.

Action

Description

Share link

Opens a dialog with a link that can be copied and shared with teammates.

  • When a user pastes this link into the address bar in their web browser, the shared widget is added to their current dashboard. This can either be the dashboard that they're currently viewing in YouTrack or the dashboard that they most recently accessed.

  • If the person with whom you shared the widget doesn't have permission to view the data that is used in the widget, the widget is empty.

Clone widget

Creates a duplicate of the widget on your dashboard.

Move to another dashboard...

Opens a dialog with a drop-down menu of available dashboards. Select a new dashboard for the widget and click Move. The widget is removed from the current dashboard and moves to the selected dashboard.

Edit...

Modify the settings of the widget.

Remove

Opens a dialog. Click Delete to permanently remove the widget.

About

Opens a new YouTrack page in the web browser to the details section of the widget in Apps.

Refreshing Widget Data

The widget content is refreshed according to the custom refresh rate, when set. Otherwise, the automatic refresh is disabled. You can also manually refresh the widget by clicking the refresh icon in the title bar.

Due Date Calendar Widget Example

You're a YouTrack user and want to see an overview when your issues from all your projects are expected to be resolved. Use the Due Date Calendar widget to display a calendar on a dashboard showing your issue due dates.

To create a calendar with due dates for your assigned issues:

  1. Click Dashboards in the main navigation menu.

  2. Select a dashboard for the widget.

  3. Click the Add widget button on the dashboard.

  4. From the drop-down list, select Due Date Calendar.

    • The configuration dialog for the new widget opens.

  5. Enter a title for the widget describing the calendar you're creating.

  6. Select the project field attribute for your issues that contains the due date value.

    In this example, the field attribute is called Due Date.

  7. Select the project field attribute used to apply the color scheme in your calendar.

    In this example, the field attribute used is Priority. This sets the issues displays on the calendar to use the Priority color scheme of the project.

  8. Keep the search context value on Everything.

    Enter the following in the search criteria field:

    • Enter Assignee: as the attribute followed by the value me.

  9. Under the Projects tab, select all the projects you want to add to your calendar.

    • Clicking project names adds the project to the search criteria field.

    Due Date Calendar widget example configuration
  10. Click Save.

The Due Date Calendar widget is displayed on your dashboard with an entry for each issue assigned to you. The color of the issue blocks in the calendar correspond to the Priority color scheme for the project.

Due Date Calendar widget example
Last modified: 08 November 2024