How to Create a New Card in YouTrack

Step 1: Log in to YouTrack

• Open a web browser and navigate to the YouTrack login page.

Technical - https://youtrack22.onedatasoftware.com/

Non - Technical - https://youtrack19.onedatasoftware.com/

• Enter your credentials (username and password) to log in to your YouTrack account. (Will be
shared by your Reporting Person)

Step 2: Access the Project Board

• Once logged in, locate and click on the (Agile Boards) project board where you want to create
a new card.
• If you are not sure which board to choose, consult with your team lead or project manager.
Step 3: Create a New Card

• On the project board, look for the "+ New Card" button, usually located at the screen.
• Click on the "+New Card" button to open a new card creation form.

Step 4: Fill in the Card Details

o 1 - Card details/summary,
o 2 - Card Assignee/Owner name,
o 3 - Task/Issue Estimation Time to complete.
 o 4 - Add Card. To Create New Card

Step 5: Update Spent Time

o Click “Add Spent Time”.

• In the "Spent Time" field,

▪ Select the Date,
▪ You can specify the time in different formats, such as "2h" for two hours, "30m" for 30
minutes, or "1d" for one day.
▪ Select the Type of Work from the Drop - Down - “Meeting”
 o If you have already logged some time previously and want to update it, you can add or
subtract the new time from the existing value.
o Click “Add Spent Time”

Step 6: Save the Card

o Double-check that all the necessary fields are filled correctly.

o Once you are satisfied with the information provided, click on the "Save" or "Create"
button to create the new card with the updated spent time.

Step 7: Review and Verify

o After saving the card, take a moment to review the details and make sure that the
spent time is accurately recorded.
o Verify that the new card is visible in the appropriate column or swimlane on the project
board.
 How to Check Spent Time Report

Step 1: Navigate to the Reports Section

o In the project view, look for the "Reports" tab or section. It is usually located
in the top menu or sidebar.
o Click on the "Reports" tab to access the available reports for the project.

o Within the reports section, you may find various report options. Look for the
report specifically related to "Time Report" or "Timesheet Report."
o Click on the respective report to open it.

Step 3: Set Report Parameters

o In the spent time report, you may have options to set parameters to filter the
data. These parameters may include a date range, specific users, or other
custom filters.
o Customize the report parameters based on your requirements. For example,
you can select a specific time period or choose to view the spent time for all
users or only for yourself.
1. Report Name
2. Select Projects you are working
 3. Set the period and from & To Date to generate report
4. Click “Create Report” to generate report.

Step 4: Generate the Report

o After setting the report parameters, locate the "Create Report" button.
o Click on the button to generate the spent time report based on the specified
parameters.

Step 5: Review Report or Export / Save the Report (Optional)

o Once the report is generated, it will be displayed on the screen.

o Review the report to see the details of the spent time, including tasks, users,
time logged, and any other relevant information based on the report
configuration.
o If you need to save or share the spent time report, look for options to export
or save the report in different formats such as PDF, Excel, or CSV.
o Select the desired format and follow the prompts to save the report to your
preferred location.