Managing projects

In this section, you will learn how to manage your projects:

Creating a project

You can create a project from scratch or based on an issue.

New project

To create a project:

  1. Go to any page a project can be created from:

    • In the left panel, select  Projects and click Create → Project.
    • In the list of portfolios and projects of the List tab, click Create project under the list.

  2. Enter a name for the project. Try to make it short and clear to give a clue to the project.

  3. On the About the project tab, add the information:

    • Project description: What you are working on and what goals you want to achieve.

    •  File: Add the project files.

    •  Metric: If you have a DataLens chart that tracks key project metrics, embed it on the project page. For more information about adding a metric, see this guide.

    •  Link: Add links to other projects, portfolios, or goals.

    •  Checklist: Specify the project milestones or goals.

    • Specify the project parameters in the right panel.

      Description of project parameters
      • Status: Specify the current stage of the project.
      • Start date and Deadline.
      • Lead, Customers, Followers, and Participants: Start typing the name or login of the employee and select a relevant option from the list.
      • Included in the portfolio: Specify the portfolio the project belongs to.
      • Tags: Add or select the tags that would make it easier to find the project you need.

  4. Add issues to the project. You can add issues from the project page or from the issue page, as well as by using bulk editing.

    The project is not linked to any issue queue: that is why you can add issues to it from any queue that you have access to. Access to project issues depends on the access settings of the queue that the issue belongs to.

    You can add no more than 2,000 issues to a project.

  5. A new project is available to all the organization's employees by default. To restrict access to the project, in the top right corner of the page, click the lock icon and select Members only. This will make the project available only to the users specified in the Author, Lead, Customers, Followers, and Participants fields.

Converting an issue to a project

The converted issue will be added to a project and the new project will show its parameters:

  • Name, description, checklist.
  • Start date and end date.
  • Author, assignee, and followers.

Issue comments are converted to project comments and displayed in the About the project tab.

To create a project based on an issue:

  1. Open the issue page. The issue should not belong to another project. To delete an issue from the project, clear the Project field on the right panel.

  2. In the top right corner, select Actions → Convert to project and click Convert.

Updating a project's status

We recommend keeping the project status up to date and regularly adding comments on the work progress.

Changing the status

To update the status, edit the Status field value in the right-hand panel.

Possible statuses
  • New: Project has been created, but no work has started yet.
  • In progress: Currently working on the project.
  • Completed: Project is successfully completed.
  • Postponed: Project is currently not relevant, the work has been stopped.
  • At risk: The project may be delayed, or the results may not meet expectations.
  • Blocked: The project is on hold, and its outcome depends on external factors.
  • As planned: Project progress is on schedule.
  • Draft: Preliminary project version.
  • Canceled: Project is no longer worked on.

Adding a comment

  1. On the project page, open the Updates tab.

  2. Write your comment in the editing area.

    In the comments section, you can use text markup and attach images and files.

  3. To change the project status when submitting a comment, select a new status above the editing area.

  4. To invite other users to discuss a project:

    1. In the bottom part of the comment entry field, click  Invite.

    2. Enter the login or name of the user you want to invite to the comments. To add another user, click  Invite again.

    You can set up notifications for summons in comments. For more information, see Setting up subscriptions.

  5. Click Submit.

To change the order of comments, click  New comments first or  Old comments first at the top right of the editing area.

Replying to comments

  1. Hover over the comment and click Reply. The comment you are replying to will be quoted in the response.

    To quote just a part of a comment in your reply, select the text and click  Reply. Only the text you've selected will be quoted.

  2. Enter your response in the comment box.

  3. Click Send.

If a comment includes a quote, you can jump to the original comment by clicking  Reply. To do this, click the quoted text.

You can set up notifications about replies to your comments. For more information, see Setting up subscriptions.

Adding a metric

You can embed metrics (Yandex Tracker widgets) on the project page. They will appear on the About the project tab under Metrics.

To add a metric:

  1. Select a widget on the dashboard and click →  Copy link for iframe in the top right corner.

  2. Open the entity page and click  Metric.

  3. Enter the metric name. This name will appear in the widget header.

  4. Below, paste the link to the widget.

  5. Click Add.

You can edit or delete added metrics. To do this, click in the top right corner of the metric and select an action from the menu.

Adding issues to a project

An issue may belong to multiple projects. You can have only one main project, and the others are considered additional. In additional projects, you can work with the issue just like in the main project: it will appear in the issue list and on the Gantt chart.

When you filter issues by the Project parameter on other Yandex Tracker pages (for example, in widget settings, on a queue page, or in an issue filter), issues will be filtered only by their main project. To filter issues by all projects they belong to, enable the Show issues for which this project is secondary option when configuring the project filters. For more information about issue filters, see Creating and configuring an issue filter.

You can add your issue to up to 40 projects, including the main one.

From the project page

  1. Go to the Issue list tab, then click Add issue.

  2. Select an issue to link:

    1. Click New issue.
    2. Select the name of the issue, select the queue, then click Enter. The project will become the issue's main project.

    If you can create an issue in the queue only using a form, you'll see the Select form button on the screen.

    1. Click Existing issue.
    2. Start typing the issue's key or name, then pick the option you need from the list.

    If an issue already has a main project, the current project will become an additional project. If the issue is not added to other projects, this project will become its main.

From the issue page

  1. Open the issue page.

  2. Click the Project field on the right-hand panel. If you don't see the Project field, add it by clicking Add parameters.

  3. In the Main or Additional field, start typing the project name and pick the option you need from the list. Click Save.

Adding multiple issues

  1. Select the issues you need using filters.

  2. Select the issues that you want to add to the project.

  3. In the bottom panel, click , then select Add to project.

  4. Start typing the project name and pick the option you need from the list that appears.

  5. Wait for the issues to be processed.

If an issue already has a main project, the current project will become an additional project. If the issue is not added to other projects, this project will become its main.

Importing issues by filter

  1. Open your project page.

  2. In the top right corner, click Import issues.

  3. Click  Add parameters and specify an issue selection criterion.

    To find a local field of a particular queue, enter the queue key and a period before the field name (for example, DEVS.Tester).

  4. Click Import and wait until your issues are imported.

If an issue already has a main project, the current project will become an additional project. If the issue is not added to other projects, this project will become its main.

Moving issues to another project

You can change the main project for all or some project issues. Child issues will also be added to the new main project.

  1. Open your project page.

  2. Click the Issue lists tab.

  3. Add next to the issues for which you want to change the main project.

    To select all the project issues at once, check the box above the issue list.

  4. Click under the issue list and select Change primary project.

  5. Start typing the project name and pick the option you need from the list that appears.

  6. Wait for the issues to be processed.

You can link a project to other projects or portfolios to group them based on a common topic or define their hierarchy.

You can find a list of linked projects and portfolios on the About project tab under the project description.

To create a link to another project or portfolio:

  1. Go to About project and click  Add link.

  2. Choose the appropriate link type:

    • Depends on: Start of work on the current project depends on the completion of another project or portfolio.
    • Blocks: Execution of this project blocks the start of work on another project or portfolio.

  3. Choose a project or portfolio you want to link:

    • To create a new project or portfolio, click New. Select the type for a portfolio or the type for a project. Enter the name, set the deadline, and click Create.
    • To add an existing project or portfolio, click Existing. Start typing the project or portfolio name and pick the option you need from the list that appears.

The link will appear in the list of linked projects and portfolios.

To change a project's link type:

  1. Open your project page.
  2. Go to About project.
  3. In the Depends on or Blocks list under the project description, select the link whose type you want to change.
  4. Next to the link, click → Change link type and choose a new type.

To remove a project's link:

  1. Open your project page.
  2. Go to About project.
  3. In the Depends on or Blocks list under the project description, select the link you want to remove.
  4. Next to the link, click → Remove link.

Deleting a project

A project can be deleted by its author or the user specified in the Lead field.

To delete a project:

  1. In the left panel, select  Projects or follow the direct link and open the project page.

  2. In the top right corner of the page, click and select Delete project.

Previous
My projects
Next
List of project issues