Saved Searches
When you monitor a collection of issues that match specific criteria, the last thing you want to do is define the search criteria every time you want to find these issues. Define your search criteria once, then save the search for future use.
Saved searches provide quick access to collections of issues that you watch on a regular basis. Saved searches also let you:
Share a predefined collection of issues with a group of users. For example, you want your support team to monitor a project for unassigned issues.
Receive notifications for updates to issues that match specific criteria. For more information, see Subscriptions.
Manually order issues that match the search criteria. For more information, see Reorder Issues Manually.
Build a product backlog that you can manage on an agile board. For more information, see Work with a Backlog.
YouTrack provides a set of default saved searches for common search requests.
Saved Search | Search Criteria |
|---|---|
Assigned to me |
|
Commented by me |
|
Reported by me |
|
All issues |
|
All tickets |
|
Save a Search Query
Any time you specify search criteria that you want to reuse or share, create a saved search.
To create a saved search:
Enter a search request in the Issues list. You can either use the predefined filters or enter your search criteria in query mode.
Click the Save as new search link next to the issue counter at the top of the page.
Assign the saved search a name.
Click the Save search button.
The new saved search is automatically marked as one of your favorite saved searches. This adds it to the Saved Searches section of the sidebar in the Issues list.
To display a list of issues that match this search criteria, select the saved search from the list. You can also execute a saved search from the Issues drop-down menu in the header:
The new saved search is only visible to you. If you want to share this search criteria with other users, you need to edit the sharing settings for the saved search. To learn more, see Share a Saved Search.
To create a saved search:
Enter a search request in the Issues list.
Click the Save search icon in the search box.
The New Saved Search dialog opens.
Set of change the values for the following settings:
Setting
Description
Name
Assign the saved search a name.
Click the star icon next to the name field to mark this saved search as a favorite.
Query
This field shows the search query as it was entered in the search box. If you need to update the query parameters, you can edit them directly in the input field.
Can view and use
Select which users can see and execute the saved search. You can select multiple users, groups, and project teams.
Use this setting to share a saved search with other users.
Can edit
Select which users can update the settings for this saved search. You can select multiple users, groups, and project teams.
Be sure that the members of this group are included in the group that you use for the visibility setting.
Optionally, expand the Subscriptions section. If you want to receive notifications for specific events, you can enable them here before the saved search is created.
Click the Save button.
The list of saved searches that are visible to you is displayed in the Saved Searches section of the sidebar in the Issues list. You can also execute a saved search from the Issues drop-down menu in the header:
A saved search that is marked as a favorite is visible in the Saved Searches list. Your favorite saved searches are also available for use as a search context.
Execute a Previously Saved Search
Adding a saved search to YouTrack lets you quickly display a list of issues that currently match the predefined search criteria.
There are several ways to execute a saved search:
When using query mode, enter
saved search:in the search box, select the name of a saved search from the completion list, then press Enter.
Select the saved search in the Saved Searches section of the sidebar.
If you have added the saved search to your list of favorites, it is available directly in the sidebar. Otherwise, open the
Manage sidebar menu and select the desired search from the list.If you have marked the saved search as a favorite, select the saved search from the Issues menu in the application header.
Enter
saved search:in the search box, select the name of a saved search from the completion list, and press Enter.
Select the saved search from the Issues menu in the application header.
Select the saved search in the Saved Searches section of the sidebar.
If you have added the saved search to your list of favorites, it is available directly in the sidebar. Otherwise, open the
Show more menu and select the desired search from the list.If you have marked the saved search as a favorite, select the saved search in the Search Context menu.
Share a Saved Search
When you create a saved search, it is private by default. It is only visible to the user who saved the search query. YouTrack lets you share a saved search with a group at two levels:
Can view and use — members of the selected group can view and use the saved search.
Can edit — members of the selected group can edit the settings for the saved search or delete it altogether.
To share a saved search:
Click your avatar in the application header, then select the Profile option.
Switch to the Tags and Saved Searches tab.
Locate the saved search that you want to share. Use the filter to find the saved search by its name.
To set the visibility, select one or more users, groups, or teams from the Can view and use list.
To make the saved search available to other users for editing, select one or more users, groups, or teams from the Can edit list.
Click the Save button.
To share a saved search:
Move the pointer over the saved search in the sidebar and click the
Edit icon.
The Edit Saved Search dialog opens.
To set the visibility, select one or more users, groups, or teams from the Can view and use list.
To make the saved search available to other users for editing, select one or more users, groups, or teams from the Can edit list.
Click the Apply changes button.
Sharing the URL of a saved search shares the exact search query of the saved search at the time it was copied. Any YouTrack user with the permission to view the queried issues, regardless if configured as a viewer of the saved search, can view the results.
Viewing a saved search from a URL does not update if the saved search is updated. The search query from the URL remains constant. Allow users access to updated saved searches by configuring the saved search Can view and use setting described above.
When a user is removed from YouTrack, the ownership of their saved searches passes to their Replacement User.
Favorite Saved Searches
YouTrack lets you mark a saved search as one of your favorites. This option lets you customize the list of saved searches in the sidebar.
The following saved searches are added as favorites by default:
Assigned to me
Commented by me
Reported by me
To learn more about managing favorite saved searches, see Issue Sidebar.
Edit a Saved Search
You can modify the search query and update the settings for a saved search at any time.
To edit a shared save search, you must be a member of the group for which editing is enabled for the saved search.
To edit a saved search:
Select the saved search in the Issues list.
Update the search criteria. You can either use the predefined filters or update the search criteria in query mode.
Click the update query link next to the issue counter at the top of the page.
The search query that is stored in the saved search is updated accordingly.
Other updates can be applied as follows:
To update the name, load the saved search then click the name at the top of the page. Update the name as desired, then click the Save button to store your changes.
To update sharing settings or change its ownership, open the saved search in your YouTrack profile. To learn more, see Managing Tags and Saved Searches.
To edit a saved search:
Move the pointer over the saved search in the sidebar and click the
Edit icon.The Edit Saved Search dialog opens.
Modify the query and settings.
Click the Apply changes button.
Delete a Saved Search
If you no longer want to use a saved search, you can delete it from YouTrack.
Only the owner of a saved search can delete it.
To delete a saved search:
Open the
Manage sidebar menu.Click the
Delete icon next to the desired saved search.
Click the Confirm button to confirm the action and close the dialog.
To delete a saved search:
Move the pointer over the saved search in the sidebar and click the
Edit icon.The Edit Saved Search dialog opens.
Click the Delete button.
Click the Confirm button to confirm the action and close the dialog.
