YouTrack Server 2024.3 Help

Quick Notes Widgets

A Quick Notes widget displays whatever message you want to show on your dashboard. This widget lets you use Markdown syntax to format your text.

This feature is especially useful if you share your dashboard with other users. You can use this widget as a bulletin board for posting updates that are important for your team.

To add a Quick Notes widget to the 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 Issue List.

    • A widget is added to the dashboard with the title Quick Notes.

  5. Enter an optional widget title.

  6. Enter your note in the input field using either the visual editor or Markdown syntax to format your text. For a list of supported formatting options, see Markdown Syntax.

    Settings for creating a Quick Notes widget.
  7. If using Markdown, click the Visual button to preview the formatted text.

  8. Click the Save button.

    • The Quick Notes widget is added to the dashboard.

    • If you entered a title, your text is displayed in the widget header.

    Markdown Notes widget saved

Working with a Quick Notes Widget

After the Quick Notes widget is on a dashboard, you can interact with it by clicking supported links or marking checkboxes.

Refresh the widget by clicking the refresh icon in the title bar.

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.

Last modified: 29 November 2024