My projects

Standard filters

Open the list of all portfolios and projects available to you:

1. In the left-hand panel, select  Projects.

2. Select a filter to find your projects:

   • My projects for all portfolios and projects where you are the author, lead, participant, or customer.

   • I'm author, I'm lead, I'm a participant, or I'm the customer for the portfolios and projects where you have the respective role.

   • Favorites for the portfolios and projects you added to your Favorites.

   • Viewed recently for the portfolios and projects you opened most recently.

3. If you cannot see all relevant portfolios and projects, expand the list.

• Click Full list of my projects in the bottom left corner of the left panel (the button name depends on selected filters).
• To open all portfolios and projects available to you in Yandex Tracker, click All portfolios and projects in the left-hand panel at the bottom of the page.

List of projects and portfolios

The list of portfolios and projects displays key parameters, including project progress.

To set up table columns, click in the top right corner of the table.

• Select the parameters you want to show or hide in the table from the list. Please note that you can't hide the Name and Progress parameters.
• To change the order of columns, click and hold next to the parameter name and drag it to where you want it. The position of the Progress column can't be changed.

The list display settings persist even if you refresh the page.

Click on one of the tabs at the top of the page to switch between different list views:

• Structure: Tree list with portfolios and projects nested in higher-level portfolios. The page only shows the portfolios which are not nested in any portfolio. To see portfolios and their nested projects, expand the portfolio.
• List: Flat list with portfolios and projects not related in any way.
• Gantt chart: Gantt chart where portfolios, projects, and issues within them are displayed as a calendar.

You can use filters to perform a search in any of these tabs:

• To find a portfolio or project by name, enter it in the Search field. If your current tab is Structure, you'll automatically switch to the List tab.

• To select a search parameter by a portfolio or project field, click its name above the list. To select advanced search parameters, click  Add a field for filtering and select a field.

• To set up the display order, click  Sorting and select a parameter.

  If you are using sorting in the Structure tab, it will only apply to top-level portfolios. The order of internal projects and portfolios is set manually. This allows you to arrange a stable structure of your company's activity area.

  If you are using sorting in the Gantt chart tab, the order of project issues is also set manually.

The filter settings persist and apply after you refresh the page or open the project list again. The filter is retained for each tab separately.

Click on the portfolio or project name to view the portfolio or project card. The project or portfolio info is displayed in the right-hand panel if the Open issues in side panel option is enabled in the Yandex Tracker interface settings.

Bulk editing projects

In project lists, you can use bulk edit operations to make similar changes to multiple projects or portfolios in one go. To do this:

1. In the left-hand panel, select  Projects and open one of the lists:

   • Full list of my projects
   • All portfolios and projects

2. Go to the List or Structure tab.

3. Set next to the box next to the portfolios and projects you want to edit.

   If you want to select all the listed portfolios and projects at once, set above the list.

4. Under the list of portfolios and projects, select the operation you need:

   • Change status: Select a status from the list.
   • Assign a lead: Enter a username or name in the search bar and select the lead.
   • Move to portfolio: In the window that opens, select an existing portfolio or create a new one using the relevant tab. If one or several of the selected projects and portfolios already belong to another portfolio, this operation will remove them from the current portfolio and place in the new one.
   • → Edit parameters: In the window that opens, edit the parameters and click Apply. If the fields you need are not in the list, click Edit parameter list to add them.
   • → Delete: Delete the selected projects and portfolios.

5. After the operation is complete, you will be notified of the number of portfolios and projects you successfully edited in the bottom right corner.