Search and Filters

In this article, we are going to discuss everything related to Search and Filters: Search and Filters Bar Quick Filters FAQs Searching for an item in Yodiz is made easy by built-in filters. It is possible to search items on all Yodiz boards. Filter Bar placed on top of each board is easy to access [...]

How to use Yodiz

This article will guide you through setting up Yodiz. Please follow the instructions below to learn how to use Yodiz. First of all you need to sign up for an account with Yodiz. You can choose between the Agile + Issue Tracker or Issue Tracker only package. Enter your Organization name. This is the name [...]

How to use Left and Right Navigation bars

In this article we will discuss following things: Methods to access Right Navigation Panel on Scrum Board, Issue Tracker and Release Board Functionality of Right Navigation Panel Methods to access Left Navigation Panel on Scrum Board, Issue Tracker, To Do Board and Release Board. Functionality of sections in Left Navigation Panel on Scrum Board, Issue [...]

By |September 1st, 2016|Getting Started|0 Comments

How to generate Yodiz API Key

In order to generate API Key from Yodiz, go to top right Settings Icon Click on "Yodiz API" from the header menu. You will be shown the following screen. Click on the highlighted "Generate API Key" button. Once you click on this button, your API key will be made visible to you. You may Copy [...]

By |October 7th, 2016|API, Getting Started, How to Use Yodiz, Import External Data, Tips and Tricks|Comments Off on How to generate Yodiz API Key

Getting Started with Sprint Board

The Sprint board is used to manage all Sprints for your project. You can choose between two methodologies for the Sprint board; Kanban and Scrum. The layout of the board is fully customizable, and can be changed to meet your needs. The Sprint board lets you access Sprint Analytics to track the progress of your [...]

By |February 11th, 2016|Getting Started, Sprint Management|0 Comments

Roles and Permissions

A role in Yodiz is a classification system for all users. Every different role has distinct characteristics in the form of permissions that each role grants within Yodiz. Only the Super Admin can create roles. The Add role screen allows you to create a custom role. Once you have decided a name for the role, [...]

How to Invite New Users

There are a couple of ways you can go about inviting new users into Yodiz. The first way is to invite new users from the sign up page. Once you enter in your profile and company details during sign up, you will be taken to the Invite your Team screen. On this screen you can [...]

Global Search

The global search box is a syntax free search box. When you search for an item, it is not necessary to use the proper prefix for that item. No matter the syntax used, the search will jump to the item you searched for. E.g. If you want to find US-2, you can find it by [...]

By |January 29th, 2016|Getting Started|0 Comments

How to add components

To add new components, follow these steps. Click on Project Level settings from top right corner settings icon. Once you are project settings page, select Manage components from left menu . Select project and then create Component Note: We highly recommend you to use “Special Tags” instead of Components. Components have limitation that only one [...]

By |June 3rd, 2015|Getting Started|0 Comments

How to view mapped status on panels

To view mapped status on any board, simply click on the panel name and it will show the list of Task, User Story or Issue mapped status. Important thing to Note Generally following items are mapped to different panels. On Sprint Board, if you select type "Scrum" then on panels you can only map Issues [...]

By |June 2nd, 2015|custom boards, Getting Started, Yodiz Reloaded|0 Comments