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Set up your first project
From an empty YouTrack to areas, an epic and your first tasks.
This guide takes you from an empty YouTrack to a project with areas, an epic and a few tasks. It takes about five minutes. You never need YouTrack's admin screens: Suru Me adds the fields it needs as you go.
1. Make the projectLink to this section
- Click the
+beside Projects in the sidebar, or press ⌘K and pick New project…. - Give it a name, like "Website". Suru Me suggests a key from it (
WEB), which starts every issue ID. Change it if you like. - Press Create project. You're the project lead, and its tasks use the default states: Backlog, To do, In progress and so on.
2. Add areasLink to this section
Areas are the lasting parts of a project: Storefront, Blog, Ops. Every issue will sit in exactly one.
- Hover the project in the sidebar and click its
+, or right-click it and pick Add area. - Type a name and press Enter. The button beside the name picks an icon and colour.
- Add two or three more. You can always add more later.
The first area sets up the project's Area field for you. See Setup happens as you go.
3. Make an epicLink to this section
An epic is a bigger piece of work inside an area, like "Pricing page". Tasks always go under one.
- Hover an area in the sidebar and click its
+. - Type the title. Quick add works here:
Pricing page !high fridaysets the priority and due date too. - Save. The epic shows under its area in the sidebar, with a progress bar.
4. Add tasksLink to this section
- Click the epic to open its page.
- Press C or New task.
- Pick a type, then type the title, for example
bug: Price table cuts off on phones @me tomorrow. The badges under the box show what was read. - Press Create task, and repeat. Your title box remembers a half-typed draft if you wander off.
Big task? Open it and add subtasks in the issue panel. Progress on the epic counts them. See Progress.
5. Look at the dashboardLink to this section
Click the project in the sidebar. Its dashboard shows what's open, what's done this week, what's late and what's unsorted, then each area and the epics in motion. Click an area for its own dashboard. See Projects and their dashboard.