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Two-Way Sync With YouTrack

Available for plans: Business.

Available for roles: Admin, Owner.

Maximize the benefits of integrating YouTrack with Ducalis by activating two-way sync. This feature:

  • Allows you to sync the issues’ priority rankings back to YouTrack.
  • Gives you the ability to sort your cards in YouTrack by the priority ranking so that you can easily find your top priority issues. 

Activating Two-Way Sync

  1. Click YouTrack on the top panel to access the Sync settings.
  2. Find the ‘Issue Ranking Sync’ section.

Choosing Ducalis Fields To Sync

  1. Before you start creating Ducalis custom fields in YouTrack, you need to choose the Ducalis fields with the data you would like to sync to YouTrack.
  1. You will find two default fields–the Priority {emoji} Ducalis and the Alignment {emoji} Ducalis
  2. You can delete these fields, or any other field that you will add and decide to delete. Just hover over the field you want to delete and click on the trash icon that appears.
  1. When you have added your fields, click Refresh.

Activating Sync

  1. After refreshing a toggle to activate two-way sync will appear. Switch it on to activate syncing.
  2. Choose the day and time you want to sync the issues’ priority rankings to YouTrack. It can, for example, be a day or a few days before your sprint planning meeting. You can change the timezone, if it’s not set to the one you want.
  3. If you want to sync the priority rankings immediately, you can just click on ‘Sync Scores Now’.
  1. Custom fields will be automatically created for all the cards in the YouTrack board you chose when creating Ducalis filters of which issues to import from YouTrack for prioritization.
  1. The emoji, used in the custom fields names, is a Ducalis Board ID. You can change it. If you do so, please turn the sync off and on again to apply the change.

After you switch on the toggle you can’t add more fields. To add more fields, you have to switch off sync first, add your fields, then switch it on again.

Note that the set-up only applies to the cards in the boards or projects you would have chosen when importing issues for prioritization from YouTrack to Ducalis.io.

How to Sort your Youtrack Cards Using the Data you Synced From Ducalis 

You can also sort out your cards using the data you got from Ducalis – priority rankings, total scores and criterion scores.

  1. In your project, click on ‘sorted by [sorting attribute]’ to access the sorting settings.
  1. Click on the sorting attribute that is currently being used to sort your cards in this project.
  1. From the dropdown, choose ‘Priority Ducalis’ as your sorting attribute.
  1. Select the ascending order sorting direction.
  2. Then click Apply.
  1. Cards are sorted in order of priority, with the top priority issues at the top of the list.

Updated on July 4, 2022

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