YouTrack Server 2024.3 Help

Create and Edit Issues

If your project team uses YouTrack, the first thing you'll probably do is create an issue or two. If you've read the quick start guide, you already know how easy it is. On this page, you'll find a little more information about how to create an issue, add an attachment, and update existing issues.

Create an Issue

Whenever you need to report a problem or define a task for yourself or another member of your project team, create an issue for it.

To create an issue:

  1. Press Alt + Insert (Control + N for macOS), or click the New Issue button in the header.

    There's also an icon for adding a new issue next to the Drafts menu in the issue sidebar.

    • The New Issue page opens.

      The form for reporting a new issue.

    In YouTrack Lite, the form for reporting a new issue opens as a dialog. To open the form in its own page, click the View in full page link at the bottom of the form.

  2. YouTrack normally sets the value for the project field to the project where you reported your last issue.

    To report the issue in another project, select another value for the Project field.

  3. Enter an issue summary and description in the corresponding input fields. When you enter the description, you can format your text in Visual or Markdown mode.

  4. Assign values to the custom fields. Default custom fields include the issue type, priority, and subsystem.

    For more information about custom fields, see Update Field Values.

  5. To attach files to the issue:

    • Click the attachment panel to select one or more files from your local directory.

    • Drag files from your computer and drop them in the attachment panel.

    • Press Ctrl + V to paste an image from your clipboard.

  6. Do one of the following:

    • To report the new issue, press Ctrl + Enter or click the Create button.

    • Open the menu next to the Create button, where you can either choose to create the issue and load another empty draft or load another copy of the current issue.

      Menu for creating an issue and loading another draft of copy.
    • To close the New Issue page without reporting the issue, press Esc or click the Cancel button. The current issue is saved as a draft. The next time you create an issue, you can reload the draft from the Drafts menu in the sidebar.

To create an issue:

  1. Press Alt + Insert (Control + N for macOS), or click the New Issue button in the header.

    • The New Issue page opens:

      New issue
  2. YouTrack normally sets the value for the project field to the project where you reported your last issue. If you are currently using a project as a search context, this project is used instead.

    To report the issue in another project, select another value from the project list in the header. Projects that you have marked as your favorites are shown at the top of the list.

    favorite projects in project field
  3. Enter an issue summary and description in the corresponding input fields. When you enter the description, you can format your text in Visual or Markdown mode.

  4. Assign values to the custom fields. Default custom fields include the issue type, priority, and subsystem. The following options are available:

    • Select values for each field in the field panel.

    • Open the Apply Command dialog and set the values for multiple custom fields in a single command. To open the Apply Command dialog, press Ctrl + Alt + J.

    For more information about custom fields, see Update Field Values.

  5. To attach files to the issue:

    • Click the attachment panel to select one or more files from your local directory.

    • Drag files from your computer and drop them in the attachment panel or in the issue description.

    • Press Ctrl + V to paste an image from your clipboard.

    For additional options, click the Show more button in the issue toolbar. For details, see Attach a File or Screenshot below.

  6. Do one of the following:

    • To report the new issue, press Ctrl + Enter or click the Create button.

    • To close the New Issue page without reporting the issue, press Esc or click the Close button. The current issue is saved as a draft. The next time you create an issue, you can reload the draft from the Drafts list in the issue toolbar.

Attach a File or Screenshot

Sometimes, words are not enough. To describe an issue in more detail, you can attach resources such as log files and screenshots to the issue.

To attach a file or screenshot to an issue:

  1. Click the drop zone for attachments.

  2. Select one or more files from your local directory.

Alternatively, you can select and drag one or more files to the drop zone.

To attach a file or screenshot to an issue:

  1. Click the Show more button in the toolbar.

  2. Select one of the following options:

    Option

    Description

    Attach file

    Select one or more files from your local directory and attach them to the issue.

    Attach files privately

    Select one or more files from your local directory and set the visibility of the attachments. Use this option when the attachments contain information that should be restricted to specific users or groups.

For more information about attaching files or screenshots to an issue, see Attach Files.

Edit an Existing Issue

Nobody's perfect. If you want to rewrite the issue summary or description, you can change these at any time. All changes are recorded and displayed in the issue history. There are a few properties that you cannot update, like the issue ID, reporter, and creation date. These properties are saved by YouTrack and cannot be overwritten.

To edit an existing issue:

  1. If you're currently viewing the list of issues, you can either open the issue in quick view or single issue view.

  2. Click the Edit issue button in the toolbar.

    If the issue is open in quick view, you can press F2 on your keyboard.

    • The issue opens in editing mode.

  3. Update the project, summary, or description. You can also set new values for the custom fields.

  4. When finished, click the Save button.

To edit an existing issue:

  1. Select an issue in the list and press F2 or click the Edit issue button in the toolbar.

    • The issue opens in editing mode.

  2. Update the project, summary, or description. You can also set new values for the custom fields.

  3. When finished, click the Save button.

You can also apply changes to multiple issues with commands. For more information, see Commands.

Last modified: 09 October 2024